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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
WAS
851
Wealth Advisory Solutions
Indiana
$368K -$60K -994 -14%
JIP
852
Jaffetilchin Investment Partners
Florida
$363K +$48.3K +800 +15%
CRC
853
Curi RMB Capital
Illinois
$363K +$363K +6,017 New
IPW
854
Inlet Private Wealth
Florida
$362K
BW
855
Bison Wealth
Georgia
$361K -$12.6K -209 -3%
HB
856
Homrich & Berg
Georgia
$360K -$708K -11,744 -66%
AP
857
Adero Partners
California
$360K -$98.9K -1,640 -22%
KCM
858
Kathmere Capital Management
Pennsylvania
$357K -$5.79K -96 -2%
DACG
859
Donor Advised Charitable Giving
California
$355K -$116K -1,926 -25%
BFG
860
Baron Financial Group
New Jersey
$354K +$354K +5,875 New
AAS
861
Annex Advisory Services
Wisconsin
$354K -$37.3K -618 -10%
LPT
862
Legacy Private Trust
Wisconsin
$350K +$117K +1,943 +50%
TNB
863
Thomasville National Bank
Georgia
$349K +$7.36K +122 +2%
TPA
864
Trivium Point Advisory
Connecticut
$343K -$57.4K -952 -14%
ACM
865
Ategra Capital Management
Virginia
$341K
MFS
866
McNamara Financial Services
Massachusetts
$340K +$1.99K +33 +0.6%
ETI
867
Enterprise Trust & Investment
California
$339K
ACM
868
Argent Capital Management
Missouri
$336K +$29.3K +485 +10%
DWM
869
Dakota Wealth Management
Florida
$329K -$72.4K -1,201 -18%
PAS
870
Partnervest Advisory Services
California
$328K +$22.1K +367 +7%
DS
871
DRW Securities
Illinois
$324K +$324K +5,376 New
SP
872
Successful Portfolios
Florida
$323K +$324K +5,365 New
PIA
873
Perennial Investment Advisors
California
$321K -$86.2K -1,429 -21%
TAM
874
Townsend Asset Management
North Carolina
$320K -$79.8K -1,323 -20%
BCM
875
Bourgeon Capital Management
Connecticut
$317K

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.