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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
HF
1076
HRT Financial
New York
-$7.36M -147,465 Closed
BAC
1077
Boys Arnold & Co
North Carolina
-$6.62M -132,709 Closed
PI
1078
Parkside Investments
Illinois
-$6.59M -132,013 Closed
FAIM
1079
Financial Advocates Investment Management
Washington
-$6.2M -114,445 Closed
Impax Asset Management Group
1080
Impax Asset Management Group
United Kingdom
-$5.48M -109,923 Closed
AA
1081
Argent Advisors
Louisiana
-$5.08M -101,787 Closed
NL
1082
NEPC LLC
Massachusetts
-$4.47M -89,557 Closed
MHS
1083
M Holdings Securities
Oregon
-$3.99M -79,937 Closed
AWM
1084
Avondale Wealth Management
Texas
-$3.56M -71,250 Closed
Allianz Asset Management
1085
Allianz Asset Management
Germany
-$3.55M -71,126 Closed
BHWA
1086
Beacon Harbor Wealth Advisors
Virginia
-$3.19M -63,851 Closed
HT
1087
Hefren-Tillotson
Pennsylvania
-$3.01M -59,822 Closed
GFPC
1088
Global Financial Private Client
Florida
-$1.99M -41,915 Closed
CIBC Private Wealth Group
1089
CIBC Private Wealth Group
Georgia
-$1.98M -39,701 Closed
PP
1090
PagnatoKarp Partners
Virginia
-$1.89M -37,916 Closed
STA
1091
Summit Trail Advisors
New York
-$1.83M -36,727 Closed
JT
1092
Jump Trading
Illinois
-$1.66M -33,257 Closed
VI
1093
Vestcor Inc
New Brunswick, Canada
-$1.56M -31,300 Closed
ACP
1094
Aveo Capital Partners
Colorado
-$1.53M -30,722 Closed
FEG
1095
Fund Evaluation Group
Ohio
-$1.51M -30,291 Closed
WANY
1096
Wealthspire Advisors (New York)
New York
-$1.38M -27,583 Closed
WJWM
1097
Williams Jones Wealth Management
New York
-$1.05M -21,040 Closed
CAMG
1098
CWA Asset Management Group
Florida
-$930K -18,651 Closed
JA
1099
JVL Associates
Michigan
-$907K -18,171 Closed
PV
1100
Private Vista
Illinois
-$819K -16,434 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.