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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
FNBT
826
FineMark National Bank & Trust
Florida
$387K -$47.3K -873 -11%
PIA
827
Perennial Investment Advisors
California
$385K -$252K -4,647 -41%
GT
828
Glenview Trust
Kentucky
$384K -$1.62M -29,979 -82%
MAS
829
Madden Advisory Services
Florida
$384K +$75.3K +1,390 +26%
DWM
830
Dakota Wealth Management
Florida
$381K +$2.98K +55 +0.8%
BHIA
831
Birch Hill Investment Advisors
Massachusetts
$379K -$5.74K -106 -2%
TAM
832
Townsend Asset Management
North Carolina
$379K +$7.37K +136 +2%
IC
833
Inscription Capital
Texas
$378K
GKWIM
834
Gerber Kawasaki Wealth & Investment Management
California
$375K -$498K -9,183 -58%
OFG
835
OmniStar Financial Group
North Carolina
$374K -$595K -10,978 -63%
MAM
836
Madison Asset Management
Wisconsin
$374K
SC
837
Stolper & Co
Oklahoma
$373K
LC
838
Lincoln Capital
Nebraska
$373K +$354K +6,526 New
AWM
839
Alterna Wealth Management
Texas
$372K -$137K -2,524 -28%
RC
840
Rovin Capital
Arizona
$371K -$12.6K -233 -3%
GPC
841
Garrison Point Capital
California
$371K +$352K +6,487 New
AAS
842
Annex Advisory Services
Wisconsin
$371K +$352K +6,492 New
GA
843
GFS Advisors
Texas
$369K +$350K +6,450 New
LFG
844
Larson Financial Group
Missouri
$368K -$80.8K -1,491 -19%
9WM
845
9258 Wealth Management
Ohio
$366K -$713K -13,165 -67%
SWM
846
SeaCrest Wealth Management
New York
$365K -$21.6K -399 -6%
APWM
847
Atlas Private Wealth Management
New York
$363K -$16.1K -297 -4%
BW
848
Bison Wealth
Georgia
$354K -$458K -8,454 -58%
EWM
849
Empirical Wealth Management
Washington
$352K -$121K -2,225 -27%
AOWM
850
Alpha Omega Wealth Management
Virginia
$350K

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.