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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
CHA
1051
Carmichael Hill & Associates
Maryland
$6K
CCA
1052
Column Capital Advisors
Indiana
$6K
First Manhattan
1053
First Manhattan
New York
$6K
SFA
1054
Stewardship Financial Advisors
Georgia
$5K -$4.12K -76 -45%
AW
1055
Avion Wealth
Texas
$5K
CG
1056
Cutler Group
California
$5K +$5.42K +100 New
LAS
1057
Lloyd Advisory Services
Georgia
$4K +$54 +1 +2%
FCAS
1058
First Command Advisory Services
Texas
$3K
GWS
1059
Glassman Wealth Services
Virginia
$3K
JWM
1060
Janiczek Wealth Management
Colorado
$3K
EWM
1061
Edge Wealth Management
New York
$2K -$414K -7,643 -100%
PWMG
1062
Prestige Wealth Management Group
New Jersey
$2K
RFA
1063
Reilly Financial Advisors
California
$2K
RCA
1064
Rowland Carmichael Advisors
Arizona
$2K +$1.79K +33 New
WR
1065
Watson Rebecca
$2K +$2.22K +41 New
SIS
1066
Sound Income Strategies
Florida
$1K
FMB
1067
Field & Main Bank
Kentucky
$1K +$813 +15 New
WA
1068
WestEnd Advisors
North Carolina
$800
FCH
1069
Freestone Capital Holdings
Washington
$636 +$603K +11,119 New
JG
1070
Jefferies Group
New York
$275 -$39.6K -730 -13%
DS
1071
DRW Securities
Illinois
-$42.9M -859,768 Closed
UBS AM
1072
UBS AM
Illinois
-$25.3M -507,000 Closed
CWM
1073
Connecticut Wealth Management
Connecticut
-$21.6M -433,817 Closed
State of Wisconsin Investment Board
1074
State of Wisconsin Investment Board
Wisconsin
-$14.2M -284,480 Closed
SW
1075
SteelPeak Wealth
California
-$11.7M -234,642 Closed

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.