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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
RMDI
926
R.M. Davis Inc
Maine
$246K -$6.15K -102 -2%
AWP
927
Ascent Wealth Partners
New York
$244K -$6.88K -114 -3%
SWM
928
SVA Wealth Management
Wisconsin
$244K +$9.59K +159 +4%
NPA
929
Nichols & Pratt Advisers
Massachusetts
$243K
BOTW
930
Bank of the West
California
$241K -$34.2K -567 -12%
SIC
931
Samalin Investment Counsel
New York
$241K +$241K +4,000 New
Principal Financial Group
932
Principal Financial Group
Iowa
$240K +$10.3K +171 +4%
EW
933
Emerson Wealth
Michigan
$239K -$1.99K -33 -0.8%
RP
934
Rowlandmiller & Partners
Georgia
$237K
MCM
935
Mitchell Capital Management
Kansas
$237K -$54.3K -900 -19%
SAS
936
Stelac Advisory Services
New York
$235K
PFBT
937
Parkside Financial Bank & Trust
Missouri
$234K
CL
938
Choreo LLC
Illinois
$234K +$234K +3,875 New
MCCP
939
Mission Creek Capital Partners
California
$232K +$10.1K +168 +5%
CCG
940
Cypress Capital Group
Florida
$229K -$181K -3,000 -44%
GKWIM
941
Gerber Kawasaki Wealth & Investment Management
California
$229K -$167K -2,767 -42%
VWA
942
V Wealth Advisors
Kansas
$228K -$2.41K -40 -1%
BCA
943
Biltmore Capital Advisors
New Jersey
$228K +$229K +3,790 New
FPS
944
Fieldpoint Private Securities
Connecticut
$227K -$101K -1,677 -31%
MWM
945
Meridian Wealth Management
Kentucky
$227K +$228K +3,779 New
PCMC
946
Private Capital Management (Colorado)
Colorado
$226K +$6.03K +100 +3%
NCM
947
Neumann Capital Management
California
$224K +$224K +3,711 New
PFA
948
Pathway Financial Advisors
Vermont
$221K -$810K -13,427 -79%
MAG
949
Mayfair Advisory Group
Alabama
$221K
CCT
950
Capital City Trust
Florida
$221K +$221K +3,661 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.