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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
FSWA
951
Financial Synergies Wealth Advisors
Texas
$220K -$147K -2,437 -40%
TFGT
952
TS Financial Group (TSFG)
Illinois
$220K
BC
953
Burney Company
Virginia
$215K +$215K +3,569 New
BFG
954
Beacon Financial Group
Texas
$212K -$1.27M -21,085 -84%
BA
955
Ballast Advisors
Minnesota
$212K
FP
956
Financial Perspectives
Minnesota
$211K
Sumitomo Mitsui Trust Group
957
Sumitomo Mitsui Trust Group
Japan
$210K +$210K +3,480 New
CNB
958
Camden National Bank
Maine
$209K -$62.8K -1,041 -23%
LSPW
959
Lake Street Private Wealth
Illinois
$209K -$17.9K -297 -8%
WIC
960
Whitegate Investment Counselors
New Hampshire
$208K -$15.5K -257 -7%
SCP
961
Sandhill Capital Partners
New York
$207K +$207K +3,430 New
CA
962
Claro Advisors
Massachusetts
$206K +$206K +3,417 New
NIC
963
Northwest Investment Counselors
Oregon
$205K -$28.2K -467 -12%
LFA
964
Legend Financial Advisors
Pennsylvania
$204K +$204K +3,381 New
PG
965
Proffitt & Goodson
Tennessee
$202K
SDWMA
966
Schneider Downs Wealth Management Advisors
Pennsylvania
$202K +$202K +3,350 New
SQA
967
Simon Quick Advisors
New Jersey
$197K
IRC
968
Investors Research Corp
Georgia
$196K
ACM
969
AUA Capital Management
Pennsylvania
$181K +$181K +3,000 New
GSWM
970
Golden State Wealth Management
California
$179K +$179K +2,976 New
CBT
971
Central Bank & Trust
Kentucky
$176K
CWC
972
Carolinas Wealth Consulting
North Carolina
$176K +$11.2K +186 +7%
TFS
973
TrustCore Financial Services
Tennessee
$175K +$1.99K +33 +1%
JFA
974
JNBA Financial Advisors
Minnesota
$173K +$9.65K +160 +6%
Toronto Dominion Bank
975
Toronto Dominion Bank
Ontario, Canada
$172K

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.