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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
FC
1101
Fulcrum Capital
Washington
-$776K -15,553 Closed
AP
1102
Arlington Partners
Alabama
-$681K -13,650 Closed
GCM
1103
Gibraltar Capital Management
Oklahoma
-$629K -12,604 Closed
CCT
1104
Capital City Trust
Florida
-$598 -11,979 Closed
MWM
1105
MinichMacGregor Wealth Management
New York
-$590K -11,649 Closed
DY
1106
Dowling & Yahnke
California
-$516K -10,342 Closed
SDWMA
1107
Schneider Downs Wealth Management Advisors
Pennsylvania
-$472K -9,458 Closed
TCA
1108
Transcend Capital Advisors
New Jersey
-$464K -9,293 Closed
SFA
1109
Sequoia Financial Advisors
Ohio
-$455K -9,113 Closed
SW
1110
StrongBox Wealth
Missouri
-$443K -8,888 Closed
G
1111
GenTrust
Florida
-$399K -8,002 Closed
PMG
1112
ProVise Management Group
Florida
-$355K -7,120 Closed
BII
1113
Bainco International Investors
Massachusetts
-$339K -6,800 Closed
PCS
1114
Personal CFO Solutions
New Jersey
-$338K -6,776 Closed
TP
1115
Tranquility Partners
Tennessee
-$329K -6,602 Closed
SI
1116
Stephens Inc
Arkansas
-$325K -6,514 Closed
HIMCH
1117
Hartford Investment Management Co (HIMCO)
Connecticut
-$305K -6,120 Closed
WFA
1118
Wellspring Financial Advisors
Ohio
-$301K -6,031 Closed
QFA
1119
Quattro Financial Advisors
Texas
-$238K -5,814 Closed
KCM
1120
Kornitzer Capital Management
Kansas
-$269K -5,399 Closed
CT
1121
Cambridge Trust
Massachusetts
-$257K -5,155 Closed
HL
1122
HeadInvest LLC
Maine
-$248K -4,968 Closed
BJL
1123
Brighton Jones LLC
Washington
-$243K -4,878 Closed
PD
1124
Planning Directions
Pennsylvania
-$243K -4,875 Closed
PWA
1125
Peterson Wealth Advisors
Utah
-$235K -4,712 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.