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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
PB
876
Pinnacle Bancorp
Nebraska
$296K +$1.9K +35 +0.7%
CAI
877
Capital Advisors Inc
Oklahoma
$294K +$265K +4,888 New
MWM
878
MorganRosel Wealth Management
Colorado
$293K -$14.9K -275 -5%
TA
879
TCG Advisors
Texas
$292K +$277K +5,103 New
ACM
880
Argent Capital Management
Missouri
$291K +$276K +5,092 New
PAS
881
Partnervest Advisory Services
California
$290K -$26.4K -488 -9%
MFW
882
Mosaic Family Wealth
Missouri
$287K -$354K -6,538 -57%
LG
883
Leuthold Group
Minnesota
$284K
HWM
884
HighMark Wealth Management
Minnesota
$284K +$1.14K +21 +0.4%
PWPS
885
Pinnacle Wealth Planning Services
Ohio
$280K -$287K -5,302 -52%
LWP
886
Legacy Wealth Planning
Nevada
$280K -$89.8K -1,657 -25%
CDIA
887
Capital Directions Investment Advisors
Georgia
$280K -$22.4K -413 -8%
SSB
888
Sandy Spring Bank
Maryland
$280K -$5.09K -94 -2%
PWM
889
PBMares Wealth Management
Virginia
$277K -$72.1K -1,330 -22%
GA
890
Geller Advisors
New York
$277K -$31.9K -589 -11%
MCM
891
Mitchell Capital Management
Kansas
$276K
CPSC
892
Carl P. Sherr & Co
Massachusetts
$276K +$3.52K +65 +1%
C
893
Certuity
Florida
$274K +$259K +4,788 New
AAMC
894
Asset Allocation & Management Company
Illinois
$272K -$662K -12,223 -72%
FAM
895
Formidable Asset Management
Ohio
$272K +$250K +4,621 New
RP
896
Rowlandmiller & Partners
Georgia
$272K
RW
897
RVW Wealth
California
$269K -$207K -3,811 -45%
VAG
898
VisionPoint Advisory Group
Texas
$269K +$245K +4,516 New
NGA
899
Naples Global Advisors
Florida
$267K -$95.9K -1,770 -27%
BOTW
900
Bank of the West
California
$261K -$172K -3,169 -41%

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.