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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
CWM
1051
Cedar Wealth Management
California
$15K
TWP
1052
TFO Wealth Partners
Ohio
$15K
IAS
1053
IMA Advisory Services
Colorado
$15K +$1.51K +25 +11%
SFG
1054
Sowa Financial Group
Rhode Island
$13K
TF
1055
TimeScale Financial
Massachusetts
$13K
WLPWM
1056
Walled Lake Planning & Wealth Management
Illinois
$13K
ST
1057
Sageworth Trust
Pennsylvania
$13K +$13.1K +217 New
PP
1058
Pacifica Partners
Canada
$12K
HB
1059
Horizon Bancorp
Indiana
$12K +$3.2K +53 +38%
CYG
1060
Clean Yield Group
Vermont
$12K +$12.1K +200 New
TCOV
1061
Trust Company of Vermont
Vermont
$12K +$12.1K +200 New
HFA
1062
High Falls Advisors
New York
$12K +$3.78M +62,740 +47%
GP
1063
Greenline Partners
New York
$11K
ZB
1064
Zions Bancorporation
Utah
$10K -$10.4K -173 -50%
VCM
1065
Versant Capital Management
Arizona
$10K
GWS
1066
Glassman Wealth Services
Virginia
$10K +$6.94K +115 +225%
ME
1067
McIlrath & Eck
Washington
$9K
BAM
1068
Barrett Asset Management
New York
$8K
LDFR
1069
Lehman & Derafelo Financial Resources
Pennsylvania
$7K
TWA
1070
TCI Wealth Advisors
Arizona
$7K
AWM
1071
Adams Wealth Management
Utah
$7K +$6.51K +108 New
NL
1072
NEPC LLC
Massachusetts
$6.09K +$6.09K +101 New
AW
1073
Avion Wealth
Texas
$6K
CHA
1074
Carmichael Hill & Associates
Maryland
$6K
First Manhattan
1075
First Manhattan
New York
$6K

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.