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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
AF
976
Allworth Financial
California
$163K -$17.9K -296 -10%
FHA
977
Flagship Harbor Advisors
Massachusetts
$153K -$911K -15,102 -86%
CHC
978
City Holding Co
West Virginia
$150K -$10.6K -175 -7%
AIC
979
Archer Investment Corporation
Indiana
$135K +$6.75K +112 +5%
M
980
MOTCO
Texas
$134K +$46.3K +768 +53%
KTC
981
Kistler-Tiffany Companies
Pennsylvania
$120K
AIM
982
Anchor Investment Management
South Carolina
$117K +$37.3K +618 +47%
RCA
983
Rowland Carmichael Advisors
Arizona
$110K +$108K +1,795 +5,439%
ICM
984
Islay Capital Management
Texas
$100K -$1.04M -17,205 -91%
BFC
985
Bedel Financial Consulting
Indiana
$100K +$84.4K +1,400 +528%
RFWA
986
RPg Family Wealth Advisory
Massachusetts
$98.7K
PGAM
987
Princeton Global Asset Management
New Jersey
$97K -$2.88M -47,802 -97%
WB
988
West Bancorporation
Iowa
$96K
APWA
989
Atlas Private Wealth Advisors
New Jersey
$93K
FPFS
990
First Personal Financial Services
North Carolina
$85K
HI
991
Hudock Inc
Pennsylvania
$82K -$7.54K -125 -8%
EP
992
Eudaimonia Partners
Tennessee
$77K -$11K -182 -12%
TCCM
993
Timber Creek Capital Management
Massachusetts
$77K
TC
994
Trust Company
Kansas
$76K
GAM
995
Gemmer Asset Management
California
$73K
IA
996
Independence Advisors
Pennsylvania
$72K +$15.3K +253 +27%
KFO
997
Kopp Family Office
Minnesota
$71K +$71.1K +1,178 New
FWM
998
Filbrandt Wealth Management
Wisconsin
$70K +$27.9K +462 +66%
OIA
999
Optimum Investment Advisors
Illinois
$69K +$1.63K +27 +2%
PO
1000
Private Ocean
California
$69K +$69.4K +1,150 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.