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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
RCM
901
Radnor Capital Management
Pennsylvania
$258K
TWM
902
Tolleson Wealth Management
Texas
$258K
CNB
903
Camden National Bank
Maine
$257K
WU
904
Wealthsimple US
New York
$257K +$243K +4,489 New
AWA
905
Arete Wealth Advisors
Illinois
$256K -$200K -3,699 -45%
WIP
906
Wellesley Investment Partners
Massachusetts
$254K -$3.52K -65 -1%
OCM
907
Oakwood Capital Management
California
$253K +$239K +4,417 New
SEIA
908
Signature Estate & Investment Advisors
California
$252K -$2.64M -48,664 -92%
CC
909
Courier Capital
New York
$251K
ESB
910
Essex Savings Bank
Connecticut
$245K -$723K -13,333 -76%
ACA
911
Anchor Capital Advisors
Massachusetts
$244K -$244K -4,500 -51%
DADC
912
D.A. Davidson & Co
Montana
$243K -$2.62M -48,257 -92%
BP
913
BBR Partners
New York
$242K -$323K -5,959 -58%
SC
914
Schoolcraft Capital
Colorado
$241K +$229K +4,222 New
AP
915
Appleton Partners
Massachusetts
$241K -$27.1K -500 -11%
RMDI
916
R.M. Davis Inc
Maine
$239K -$22K -406 -9%
RC
917
RegentAtlantic Capital
New Jersey
$239K +$227K +4,186 New
AWP
918
Ascent Wealth Partners
New York
$238K -$542 -10 -0.2%
WFM
919
Wolff Financial Management
Michigan
$232K +$1.41K +26 +0.6%
NPA
920
Nichols & Pratt Advisers
Massachusetts
$230K
CCM
921
Covington Capital Management
California
$229K +$192K +3,551 +782%
EW
922
Emerson Wealth
Michigan
$228K -$9.65K -178 -4%
LSA
923
Lion Street Advisors
Texas
$226K -$28.6K -527 -12%
NPT
924
Nixon Peabody Trust
Massachusetts
$225K +$213K +3,931 New
FHA
925
First Horizon Advisors
Tennessee
$224K -$40.6K -750 -16%

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.