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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
JCM
76
Janney Capital Management
Pennsylvania
$74.7M -$16.2M -269,212 -18%
State of New Jersey Common Pension Fund D
77
State of New Jersey Common Pension Fund D
New Jersey
$72.4M
PAS
78
Park Avenue Securities
New York
$66.8M +$3.88M +64,323 +6%
APCM
79
Alaska Permanent Capital Management
Alaska
$66.3M +$1.75M +28,986 +3%
USAA
80
United Services Automobile Association
Texas
$62.1M -$19.7M -326,298 -24%
NA
81
Nottingham Advisors
New York
$61.7M +$4.19M +69,458 +7%
MML Investors Services
82
MML Investors Services
Massachusetts
$61.7M +$6.89M +114,266 +13%
FLPIM
83
F.L. Putnam Investment Management
Massachusetts
$60.6M +$7.74M +128,331 +15%
FFBTD
84
First Financial Bank - Trust Division
Ohio
$59.9M +$5.06M +83,946 +9%
BB
85
Bell Bank
North Dakota
$59.8M +$1.53M +25,356 +3%
BL
86
Balentine LLC
Georgia
$59.7M +$1.41M +23,408 +2%
MWM
87
Mission Wealth Management
California
$58.7M +$3.32M +55,126 +6%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$56.7M +$15M +247,968 +36%
CFG
89
Citizens Financial Group
Rhode Island
$56.6M +$19.2M +318,932 +52%
Neuberger Berman Group
90
Neuberger Berman Group
New York
$56.2M -$52.3M -866,595 -48%
JRP
91
Jasper Ridge Partners
California
$55.6M +$9.79M +162,232 +21%
CW
92
Cabot-Wellington
Massachusetts
$54.1M +$55.2K +915 +0.1%
VC
93
Vicus Capital
Pennsylvania
$53.4M -$1.18M -19,542 -2%
Mackenzie Financial
94
Mackenzie Financial
Ontario, Canada
$53.3M
UB
95
UMB Bank
Missouri
$52.7M
PFO
96
Pathstone Family Office
New Jersey
$52.5M +$14.4M +238,556 +38%
AWC
97
Abundance Wealth Counselors
Pennsylvania
$52.3M -$590K -9,778 -1%
RWM
98
Ritholtz Wealth Management
New York
$52.1M +$6.96M +115,319 +15%
RI
99
RPTC Inc
Wyoming
$51.7M
QI
100
QS Investors
New York
$51.7M -$938K -15,547 -2%

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.