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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
Toronto Dominion Bank
951
Toronto Dominion Bank
Ontario, Canada
$164K -$3.2K -59 -2%
TFS
952
TrustCore Financial Services
Tennessee
$164K +$60.4K +1,114 +64%
CWC
953
Carolinas Wealth Consulting
North Carolina
$156K -$102K -1,890 -41%
JFA
954
JNBA Financial Advisors
Minnesota
$155K +$50.6K +934 +53%
CHC
955
City Holding Co
West Virginia
$153K
Simplex Trading
956
Simplex Trading
Illinois
$136K +$122K +2,255 +1,634%
LWM
957
Lenox Wealth Management
Ohio
$128K -$94.6K -1,746 -44%
AIC
958
Archer Investment Corporation
Indiana
$121K +$8.72K +161 +8%
KTC
959
Kistler-Tiffany Companies
Pennsylvania
$114K
SIAS
960
Shine Investment Advisory Services
Colorado
$112K -$137K -2,536 -56%
KPW
961
Kore Private Wealth
New York
$110K +$80.6K +1,487 +332%
HWA
962
HCR Wealth Advisors
California
$105K +$99K +1,826 New
RFWA
963
RPg Family Wealth Advisory
Massachusetts
$93.6K
WB
964
West Bancorporation
Iowa
$91K -$76.7K -1,415 -47%
PC
965
Permanens Capital
New York
$88K -$42.8K -790 -34%
APWA
966
Atlas Private Wealth Advisors
New Jersey
$88K +$83.3K +1,537 New
BFIM
967
Beese Fulmer Investment Management
Ohio
$86K +$81.3K +1,500 New
HI
968
Hudock Inc
Pennsylvania
$85K +$53.3K +984 +192%
EP
969
Eudaimonia Partners
Tennessee
$84K -$139K -2,564 -64%
M
970
MOTCO
Texas
$83K -$54.3K -1,002 -41%
FPFS
971
First Personal Financial Services
North Carolina
$80K
EW
972
Evoke Wealth
California
$77K +$27.4K +505 +60%
AIM
973
Anchor Investment Management
South Carolina
$75.7K
CWP
974
CFM Wealth Partners
Texas
$75K
TCCM
975
Timber Creek Capital Management
Massachusetts
$73K

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.