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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
OCM
826
Oakwood Capital Management
California
$410K +$143K +2,379 +54%
RCG
827
Rock Creek Group
District of Columbia
$408K
LCM
828
Logan Capital Management
Pennsylvania
$407K -$54.3K -901 -12%
OWA
829
One Wealth Advisors
California
$404K -$132K -2,196 -25%
SWM
830
SeaCrest Wealth Management
New York
$404K +$19.8K +328 +5%
FNBT
831
FineMark National Bank & Trust
Florida
$403K -$4.83K -80 -1%
MAS
832
Madden Advisory Services
Florida
$403K -$2.53K -42 -0.6%
AIC
833
Ameritas Investment Company
Nebraska
$403K
AOWM
834
Alpha Omega Wealth Management
Virginia
$402K +$33.6K +557 +9%
GLA
835
Good Life Advisors
Pennsylvania
$399K -$75K -1,244 -16%
BHIA
836
Birch Hill Investment Advisors
Massachusetts
$399K
MAM
837
Madison Asset Management
Wisconsin
$399K +$4.89K +81 +1%
PCM
838
Parsons Capital Management
Rhode Island
$397K -$105K -1,746 -21%
BRWM
839
B. Riley Wealth Management
Tennessee
$390K -$80.8K -1,339 -17%
GA
840
GFS Advisors
Texas
$389K
BJ
841
Brouwer & Janachowski
California
$388K -$34.5K -572 -8%
SC
842
Stolper & Co
Oklahoma
$386K -$7.54K -125 -2%
RC
843
Rovin Capital
Arizona
$384K -$7.24K -120 -2%
SWMG
844
Strategic Wealth Management Group
Maryland
$380K +$380K +6,301 New
KMWM
845
Keudell/Morrison Wealth Management
Oregon
$379K -$115K -1,910 -23%
RWA
846
RGT Wealth Advisors
Texas
$379K +$379K +6,287 New
EWM
847
Empirical Wealth Management
Washington
$372K +$784 +13 +0.2%
AA
848
Advisory Alpha
Michigan
$370K -$21.2K -352 -6%
9WM
849
9258 Wealth Management
Ohio
$370K -$2.23K -37 -0.6%
PAM
850
Premier Asset Management
Illinois
$369K +$369K +6,118 New

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.