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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
NFC
776
Northeast Financial Consultants
Connecticut
$546K +$546K +9,051 New
AC
777
Apella Capital
Connecticut
$545K -$11.2K -186 -2%
IA
778
IFG Advisory
Georgia
$544K +$177K +2,930 +48%
WB
779
WesBanco Bank
West Virginia
$542K +$63.1K +1,047 +13%
TRCT
780
Tower Research Capital (TRC)
New York
$538K -$2.58M -42,742 -83%
AFM
781
Andesa Financial Management
Pennsylvania
$538K +$212K +3,517 +65%
PGFC
782
Peapack-Gladstone Financial Corp
New Jersey
$536K +$182K +3,016 +51%
KWA
783
KCS Wealth Advisory
California
$524K -$724 -12 -0.1%
CCM
784
Covington Capital Management
California
$511K +$269K +4,465 +111%
HPC
785
HM Payson & Co
Maine
$510K +$31.4K +520 +7%
VCS
786
Vaughan & Co Securities
New Jersey
$500K -$5.01K -83 -1%
BAMG
787
Brand Asset Management Group
Missouri
$493K -$18.1K -300 -4%
CCP
788
Clarkston Capital Partners
Michigan
$491K
PL
789
Plancorp LLC
Missouri
$489K -$4.59M -76,066 -90%
BFS
790
Bradley Foster & Sargent
Connecticut
$486K +$487K +8,067 New
CIA
791
Choate Investment Advisors
Massachusetts
$482K -$44.2K -733 -8%
MSR
792
Main Street Research
Connecticut
$482K +$483K +8,000 New
DP
793
Denver PWM
Colorado
$481K -$10K -166 -2%
FNC
794
First National Corp
Massachusetts
$474K +$7.36K +122 +2%
Fiera Capital (Canada)
795
Fiera Capital (Canada)
Quebec, Canada
$473K -$17.7M -292,831 -97%
CAM
796
Congress Asset Management
Massachusetts
$470K
T
797
TrueFG
Texas
$470K +$9.17K +152 +2%
RPGK
798
Retirement Planning Group (Kansas)
Kansas
$469K -$142K -2,359 -23%
KPWG
799
KFA Private Wealth Group
Virginia
$465K +$8.56K +142 +2%
AFG
800
Arkansas Financial Group
Arkansas
$462K

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.