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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
EFS
801
Essex Financial Services
Connecticut
$439K -$219K -4,038 -34%
LCM
802
Logan Capital Management
Pennsylvania
$437K -$43.7K -807 -10%
T
803
TrueFG
Texas
$437K +$2.87K +53 +0.7%
AFG
804
Arkansas Financial Group
Arkansas
$437K +$109K +2,007 +36%
AP
805
Adero Partners
California
$435K +$413K +7,612 New
KPWG
806
KFA Private Wealth Group
Virginia
$433K +$17.2K +317 +4%
FIM
807
Freedom Investment Management
Connecticut
$433K +$238K +4,390 +138%
MOS
808
MGO One Seven
Ohio
$430K +$107K +1,978 +36%
LFA
809
Lighthouse Financial Advisors
Maryland
$427K +$405K +7,481 New
DSA
810
Droms Strauss Advisors
Missouri
$424K +$404K +7,451 New
CFG
811
Cooper Financial Group
California
$422K +$48.6K +897 +14%
RMC
812
Regis Management Company
California
$410K -$2.09M -38,614 -5%
WAS
813
Wealth Advisory Solutions
Indiana
$406K -$146K -2,686 -27%
SL
814
Savior LLC
Massachusetts
$404K +$7.7K +142 +2%
AIC
815
Ameritas Investment Company
Nebraska
$403K +$94.8K +1,749 +33%
APC
816
Aspire Private Capital
North Carolina
$401K -$405K -7,478 -52%
PAMG
817
Patton Albertson Miller Group
Tennessee
$400K -$2.79M -51,539 -88%
BJ
818
Brouwer & Janachowski
California
$400K -$72.5K -1,337 -16%
GCA
819
Gradient Capital Advisors
California
$397K +$377K +6,949 New
IC
820
Innealta Capital
Texas
$396K +$376K +6,936 New
AA
821
Advisory Alpha
Michigan
$394K -$152K -2,799 -30%
TPA
822
Trivium Point Advisory
Connecticut
$392K -$45K -831 -11%
BFO
823
Boston Family Office
Massachusetts
$389K
CCG
824
Cypress Capital Group
Florida
$388K +$368K +6,792 New
RCG
825
Rock Creek Group
District of Columbia
$387K -$63.1K -1,164 -15%

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.