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iShares Core MSCI EAFE ETF

1,094 hedge funds and large institutions have $60.8B invested in iShares Core MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 473 increasing their positions, 404 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 54

17% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 404

11% more capital invested

Capital invested by funds: $54.9B → $60.8B (+$5.89B)

2% more funds holding

Funds holding: 1,0701,094 (+24)

0% more funds holding in top 10

Funds holding in top 10: 230231 (+1)

0.05% less ownership

Funds ownership: 85.52%85.48% (-0.05%)

21% less call options, than puts

Call options by funds: $6.15M | Put options by funds: $7.76M

Holders
1,094
Holders Change
+24
Holders Change %
+2.24%
% of All Funds
22.07%
Holding in Top 10
231
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.43%
% of All Funds
4.66%
New
89
Increased
473
Reduced
404
Closed
54
Calls
$6.15M
Puts
$7.76M
Net Calls
-$1.61M
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
SWPG
751
Strategic Wealth Partners Group
Illinois
$665K -$65.1K -1,080 -9%
BFA
752
Beacon Financial Advisory
Ohio
$664K -$36K -597 -5%
RIA
753
Realta Investment Advisors
Delaware
$649K +$108K +1,796 +20%
LC
754
Lavaca Capital
Texas
$648K -$602K -9,975 -48%
BF
755
BOK Financial
Oklahoma
$644K -$2.66M -44,109 -80%
FB
756
Fulton Bank
Pennsylvania
$628K +$103K +1,705 +20%
FHC
757
First Heartland Consultants
Missouri
$626K -$35.9K -596 -5%
LF
758
Lantz Financial
Illinois
$624K +$2.29K +38 +0.4%
VCA
759
Verdence Capital Advisors
Maryland
$622K +$4.22K +70 +0.7%
IBOK
760
Independence Bank of Kentucky
Kentucky
$603K -$1.51K -25 -0.2%
HWA
761
Hilltop Wealth Advisors
North Carolina
$591K -$5.73K -95 -1%
CCMD
762
Cypress Capital Management (Delaware)
Delaware
$587K +$30.2K +500 +5%
GPC
763
Garrison Point Capital
California
$586K +$195K +3,237 +50%
CMBA
764
C.M. Bidwell & Associates
Hawaii
$583K -$18.4K -305 -3%
TIA
765
Traphagen Investment Advisors
New Jersey
$582K +$583K +9,658 New
CFA
766
Carroll Financial Associates
North Carolina
$582K -$38.8K -643 -6%
DSA
767
Droms Strauss Advisors
Missouri
$578K +$129K +2,136 +29%
Kovitz Investment Group Partners
768
Kovitz Investment Group Partners
Illinois
$577K -$49.2K -815 -8%
AUB
769
Atlantic Union Bankshares
Virginia
$576K -$1.61M -26,720 -74%
SLT
770
St Louis Trust
Missouri
$574K
SBH
771
Segall Bryant & Hamill
Illinois
$569K +$85.7K +1,421 +18%
CFS
772
CRA Financial Services
New Jersey
$565K +$30.6K +507 +6%
FWIA
773
Fort Washington Investment Advisors
Ohio
$560K +$1.45K +24 +0.3%
LC
774
Lincoln Capital
Nebraska
$555K +$162K +2,678 +41%
EFS
775
Essex Financial Services
Connecticut
$554K +$91.4K +1,516 +20%

IEFA Hedge Fund Activity: Q3 2020 in Review

1,094 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2020, worth a combined $60.8B — up 11% from $54.9B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new IEFA positions and 54 closed out — a net gain of 35 holders — while 473 added to existing stakes and 404 trimmed.

The largest buyer was Bank of America, adding an estimated $2.25B. The largest seller was Alaska Permanent Fund, cutting an estimated $368M.

  • 1,094 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2020, up from 1,070 in Q2 2020.
  • Funds reported $60.8B of iShares Core MSCI EAFE ETF stock for Q3 2020, up 11% quarter-over-quarter.
  • 89 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2020 and 54 closed out, a net change of +35 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2020 was Bank of America, an estimated $2.25B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2020 was Alaska Permanent Fund, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2020.