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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
MHR
1076
Matthew Hamilton Rosenberg
$6K
SIAS
1077
Shine Investment Advisory Services
Colorado
$5K -$112K -1,865 -95%
DI
1078
Disciplined Investments
Oklahoma
$5K -$2.96K -49 -36%
PFA
1079
Professional Financial Advisors
Nebraska
$5K +$4.76K +79 New
FCAS
1080
First Command Advisory Services
Texas
$4K
LAS
1081
Lloyd Advisory Services
Georgia
$4K
Koshinski Asset Management
1082
Koshinski Asset Management
Illinois
$3.44K -$156K -2,579 -4%
JWM
1083
Janiczek Wealth Management
Colorado
$3K
IWP
1084
IAG Wealth Partners
Wisconsin
$3K +$2.96K +49 New
HCP
1085
Hexagon Capital Partners
Arkansas
$3K +$3.2K +53 New
SSW
1086
Smith Shellnut Wilson
Mississippi
$2.88K +$905 +15 +0%
FCA
1087
FinTrust Capital Advisors
South Carolina
$2.53K +$423K +7,017 +20%
AAP
1088
Arax Advisory Partners
Colorado
$2K -$26.7K -442 -93%
RFA
1089
Reilly Financial Advisors
California
$2K
VCM
1090
Vigilant Capital Management
Maine
$2K +$2.17K +36 New
WA
1091
WestEnd Advisors
North Carolina
$1.33K +$483 +8 +57%
Millennium Management
1092
Millennium Management
New York
$1.12K +$1.12M +18,562 New
PWMG
1093
Prestige Wealth Management Group
New Jersey
$1K -$603 -10 -29%
SIS
1094
Sound Income Strategies
Florida
$1K
Rafferty Asset Management
1095
Rafferty Asset Management
New York
-$6.05M -105,801 Closed
RIA
1096
Regal Investment Advisors
Michigan
-$3.62M -63,406 Closed
TSS
1097
Two Sigma Securities
New York
-$2.81M -49,105 Closed
PWPCM
1098
Perella Weinberg Partners Capital Management
New York
-$2.62M -45,890 Closed
CWS
1099
Cypress Wealth Services
California
-$2M -33,218 Closed
NL
1100
NWAM LLC
Washington
-$1.7M -29,818 Closed

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.