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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
MWP
1026
Meridian Wealth Partners
Pennsylvania
$38K
POIA
1027
Pin Oak Investment Advisors
Texas
$37K
TH
1028
TCTC Holdings
Texas
$37K
FWC
1029
First Washington Corp
Washington
$36K
F
1030
F3Logic
Minnesota
$33.9K +$221K +3,664 +0.7%
TSW
1031
Thompson Siegel & Walmsley
Virginia
$33K
WCG
1032
Weaver Consulting Group
California
$33K +$5.55K +92 +20%
SNT
1033
Security National Trust
West Virginia
$32K
SIAP
1034
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K
NFSG
1035
Newbridge Financial Services Group
Florida
$28K +$27.8K +461 New
IF
1036
Ironwood Financial
Arizona
$27K -$121 -2 -0.4%
MRCM
1037
M&R Capital Management
New Jersey
$27K
AIA
1038
Arcadia Investment Advisors
Idaho
$26.9K +$2.96K +49 +12%
OIS
1039
Okabena Investment Services
Minnesota
$26K
MCM
1040
MV Capital Management
Maryland
$26K +$26.2K +435 New
SFSIG
1041
San Francisco Sentry Investment Group
California
$25K -$17.2K -285 -41%
AWM
1042
AllSquare Wealth Management
New York
$25K
OFG
1043
Oxford Financial Group
Indiana
$25K
EW
1044
Evoke Wealth
California
$23K -$58.4K -968 -72%
LC
1045
Lindbrook Capital
California
$23K
CHAM
1046
Clear Harbor Asset Management
Connecticut
$22.6K +$22.6K +375 New
LIA
1047
LS Investment Advisors
Michigan
$19K
TCM
1048
Tradewinds Capital Management
Washington
$19K
AWA
1049
Arkadios Wealth Advisors
Georgia
$18.9K -$302 -5 -2%
UFF
1050
USA Financial Formulas
Michigan
$17K +$16.8K +278 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.