We are live on ! Find out more
IEFA icon

iShares Core MSCI EAFE ETF

1,070 hedge funds and large institutions have $54.9B invested in iShares Core MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 354 increasing their positions, 514 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 89

6% more capital invested

Capital invested by funds: $51.6B → $54.9B (+$3.35B)

2% more funds holding

Funds holding: 1,0441,070 (+26)

2% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $14.4M

0.97% less ownership

Funds ownership: 86.49%85.52% (-0.97%)

8% less funds holding in top 10

Funds holding in top 10: 249230 (-19)

31% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 514

Holders
1,070
Holders Change
+26
Holders Change %
+2.49%
% of All Funds
21.94%
Holding in Top 10
230
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-7.63%
% of All Funds
4.72%
New
125
Increased
354
Reduced
514
Closed
89
Calls
$14.8M
Puts
$14.4M
Net Calls
+$358K
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
776
KCS Wealth Advisory
California
$498K -$13.2K -244 -3%
CIA
777
Choate Investment Advisors
Massachusetts
$498K +$52K +960 +12%
FB
778
Fulton Bank
Pennsylvania
$498K +$472K +8,717 New
BAMG
779
Brand Asset Management Group
Missouri
$485K -$487K -8,994 -51%
LCC
780
Lincoln Capital Corp
Rhode Island
$482K -$369K -6,806 -45%
VCS
781
Vaughan & Co Securities
New Jersey
$479K
PCM
782
Parsons Capital Management
Rhode Island
$476K -$27.6K -510 -6%
CIC
783
Carnegie Investment Counsel
Ohio
$470K +$187K +3,451 +72%
KMWM
784
Keudell/Morrison Wealth Management
Oregon
$468K -$46.5K -858 -9%
DP
785
Denver PWM
Colorado
$466K +$442K +8,151 New
AWS
786
AJ Wealth Strategies
New York
$466K +$442K +8,152 New
CCP
787
Clarkston Capital Partners
Michigan
$466K +$442K +8,153 New
BWFA
788
Baltimore-Washington Financial Advisors
Maryland
$463K -$4.41M -81,285 -91%
SBH
789
Segall Bryant & Hamill
Illinois
$458K -$113K -2,083 -21%
WB
790
WesBanco Bank
West Virginia
$455K +$105K +1,932 +32%
HPC
791
HM Payson & Co
Maine
$454K +$232K +4,281 +117%
GLA
792
Good Life Advisors
Pennsylvania
$449K -$1.76M -32,440 -81%
VHAM
793
Van Hulzen Asset Management
California
$448K -$2.01M -37,013 -83%
DACG
794
Donor Advised Charitable Giving
California
$447K -$22.8K -420 -5%
BRWM
795
B. Riley Wealth Management
Tennessee
$446K -$335K -6,178 -44%
CAM
796
Congress Asset Management
Massachusetts
$445K +$44.4K +819 +12%
ACP
797
Aviance Capital Partners
Florida
$445K +$52.7K +972 +14%
IFG
798
Independent Financial Group
California
$443K -$208K -3,840 -33%
PIA
799
Pinion Investment Advisors
Kansas
$441K -$40K -739 -9%
Mercer Global Advisors
800
Mercer Global Advisors
Colorado
$440K -$2.28M -42,062 -85%

IEFA Hedge Fund Activity: Q2 2020 in Review

1,070 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q2 2020, worth a combined $54.9B — up 6.5% from $51.6B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new IEFA positions and 89 closed out — a net gain of 36 holders — while 354 added to existing stakes and 514 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $753M. The largest seller was JP Morgan Chase, cutting an estimated $1.8B.

  • 1,070 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q2 2020, up from 1,044 in Q1 2020.
  • Funds reported $54.9B of iShares Core MSCI EAFE ETF stock for Q2 2020, up 6.5% quarter-over-quarter.
  • 125 funds opened new iShares Core MSCI EAFE ETF positions in Q2 2020 and 89 closed out, a net change of +36 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q2 2020 was Alaska Permanent Fund, an estimated $753M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q2 2020 was JP Morgan Chase, an estimated $1.8B sold.

Based on aggregated 13F filings for Q2 2020.