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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
VHAM
801
Van Hulzen Asset Management
California
$455K -$17.4K -288 -4%
ZCA
802
Zeke Capital Advisors
Pennsylvania
$455K +$456K +7,554 New
FIM
803
Freedom Investment Management
Connecticut
$453K -$3.26K -54 -0.7%
HFS
804
Haverford Financial Services
Pennsylvania
$451K -$353K -5,845 -44%
IC
805
Inscription Capital
Texas
$448K +$49.1K +814 +12%
SAM
806
Secure Asset Management
Michigan
$447K -$316K -5,241 -41%
VPIM
807
Vanguard Personalized Indexing Management
California
$444K +$444K +7,365 New
PIA
808
Pinion Investment Advisors
Kansas
$441K
LFA
809
Lighthouse Financial Advisors
Maryland
$438K -$12.3K -204 -3%
AWS
810
AJ Wealth Strategies
New York
$436K -$55.1K -914 -11%
WF
811
WoodTrust Financial
Wisconsin
$434K +$435K +7,205 New
GAM
812
Gould Asset Management
California
$433K -$1.46M -24,155 -77%
CIBC Private Wealth Group
813
CIBC Private Wealth Group
Georgia
$432K +$433K +7,173 New
CFG
814
Cooper Financial Group
California
$431K -$13.9K -230 -3%
MOS
815
MGO One Seven
Ohio
$427K -$26.4K -438 -6%
SL
816
Savior LLC
Massachusetts
$426K
IFG
817
Independent Financial Group
California
$420K -$47.3K -784 -10%
IF
818
Intrua Financial
Texas
$420K -$317K -5,261 -45%
GCA
819
Gradient Capital Advisors
California
$419K
OFG
820
OmniStar Financial Group
North Carolina
$419K +$24.5K +406 +6%
CTA
821
Chesley Taft & Associates
Illinois
$419K +$419K +6,950 New
APC
822
Aspire Private Capital
North Carolina
$415K -$7.6K -126 -2%
APWM
823
Atlas Private Wealth Management
New York
$412K +$30.2K +500 +8%
TA
824
Tiedemann Advisors
New York
$410K -$204K -3,375 -33%
BFO
825
Boston Family Office
Massachusetts
$410K

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.