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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
SEIA
876
Signature Estate & Investment Advisors
California
$317K +$51.9K +860 +20%
GCM
877
Gibraltar Capital Management
Oklahoma
$317K +$317K +5,259 New
NAM
878
NorthCoast Asset Management
Connecticut
$316K -$11.8K -195 -4%
ACP
879
Aviance Capital Partners
Florida
$315K -$154K -2,560 -33%
BWP
880
Bernardo Wealth Planning
Pennsylvania
$315K -$30.4K -504 -9%
PWM
881
PBMares Wealth Management
Virginia
$315K +$22.3K +369 +8%
PB
882
Pinnacle Bancorp
Nebraska
$312K
MWM
883
MorganRosel Wealth Management
Colorado
$309K
BFEC
884
Benjamin F. Edwards & Company
Missouri
$308K -$52.7K -874 -15%
AWA
885
Arete Wealth Advisors
Illinois
$307K +$35.9K +595 +13%
LG
886
Leuthold Group
Minnesota
$300K
Simplex Trading
887
Simplex Trading
Illinois
$300K +$157K +2,598 +109%
PWPS
888
Pinnacle Wealth Planning Services
Ohio
$296K +$181 +3 +0.1%
CDIA
889
Capital Directions Investment Advisors
Georgia
$296K +$241 +4 +0.1%
UBV
890
United Bank (Virginia)
Virginia
$296K +$297K +4,918 New
HWM
891
HighMark Wealth Management
Minnesota
$295K -$483 -8 -0.2%
MCM
892
Monument Capital Management
Virginia
$291K -$32.6K -541 -10%
BFC
893
Blue Fin Capital
Rhode Island
$290K -$58.9K -976 -17%
C
894
Certuity
Florida
$289K
GA
895
Geller Advisors
New York
$287K -$4.76K -79 -2%
AAMC
896
Asset Allocation & Management Company
Illinois
$287K
RW
897
RVW Wealth
California
$283K
CC
898
Courier Capital
New York
$280K +$9.35K +155 +4%
AFP
899
Ausdal Financial Partners
Iowa
$277K +$278K +4,601 New
VAG
900
VisionPoint Advisory Group
Texas
$275K +$2.53K +42 +0.9%

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.