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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
FPB
1001
First PREMIER Bank
South Dakota
$39K +$28.4K +524 +320%
GFP
1002
Gryphon Financial Partners
Ohio
$39K +$37.3K +689 New
KWM
1003
Keebeck Wealth Management
Illinois
$38K +$36.3K +670 New
SIM
1004
Sonora Investment Management
Arizona
$37K +$34.7K +640 New
MWP
1005
Meridian Wealth Partners
Pennsylvania
$36K +$33.9K +625 New
CB
1006
CNB Bank
Pennsylvania
$35K -$56.6K -1,045 -63%
POIA
1007
Pin Oak Investment Advisors
Texas
$35K
TH
1008
TCTC Holdings
Texas
$35K +$33.2K +613 New
FWC
1009
First Washington Corp
Washington
$34K
TSW
1010
Thompson Siegel & Walmsley
Virginia
$32K
SNT
1011
Security National Trust
West Virginia
$31K
SIAP
1012
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$28K
AAP
1013
Arax Advisory Partners
Colorado
$27K -$54.4K -1,004 -68%
WCG
1014
Weaver Consulting Group
California
$26K -$6.94K -128 -22%
IF
1015
Ironwood Financial
Arizona
$26K +$6.01K +111 +32%
SCA
1016
Stonebridge Capital Advisors
Minnesota
$25K
OIS
1017
Okabena Investment Services
Minnesota
$25K +$23.3K +430 New
MRCM
1018
M&R Capital Management
New Jersey
$25K +$24.4K +450 New
OFG
1019
Oxford Financial Group
Indiana
$24K -$7.53K -139 -25%
AWM
1020
AllSquare Wealth Management
New York
$23K +$4.06K +75 +23%
AIA
1021
Arcadia Investment Advisors
Idaho
$22.7K -$12.9K -238 -37%
LC
1022
Lindbrook Capital
California
$21K -$20.3K -375 -50%
ZB
1023
Zions Bancorporation
Utah
$20K +$18.8K +346 New
AWA
1024
Arkadios Wealth Advisors
Georgia
$18.5K -$8.13K -150 -32%
LIA
1025
LS Investment Advisors
Michigan
$18K

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.