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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
GM
1101
GeoWealth Management
Illinois
-$1.55M -27,211 Closed
PFS
1102
Prospera Financial Services
Texas
-$1.52M -26,599 Closed
DWA
1103
Divergent Wealth Advisors
Utah
-$1.42M -24,902 Closed
MSA
1104
Mason Street Advisors
Wisconsin
-$1.15M -20,100 Closed
PP
1105
Prudential plc
United Kingdom
-$1.05M -18,300 Closed
IP
1106
Intellectus Partners
California
-$858K -15,010 Closed
MSL
1107
Mackay Shields LLC
New York
-$807K -14,125 Closed
IIC
1108
Integrated Investment Consultants
Michigan
-$790K -13,824 Closed
QCMC
1109
Quantum Capital Management (California)
California
-$593K -10,366 Closed
PAMG
1110
Patton Albertson Miller Group
Tennessee
-$400K -6,995 Closed
IC
1111
Innealta Capital
Texas
-$396K -6,936 Closed
GT
1112
Glenview Trust
Kentucky
-$384K -6,712 Closed
W
1113
WealthStone
Ohio
-$307K -5,371 Closed
TA
1114
TCG Advisors
Texas
-$292K -5,103 Closed
JG
1115
Jefferies Group
New York
-$275 -4,805 Closed
TWM
1116
Tolleson Wealth Management
Texas
-$258K -4,519 Closed
WU
1117
Wealthsimple US
New York
-$257K -4,489 Closed
WIP
1118
Wellesley Investment Partners
Massachusetts
-$254K -4,447 Closed
BP
1119
BBR Partners
New York
-$242K -4,238 Closed
NPT
1120
Nixon Peabody Trust
Massachusetts
-$225K -3,931 Closed
STB
1121
S&T Bank
Pennsylvania
-$211K -3,695 Closed
WP
1122
WealthPLAN Partners
Nebraska
-$207K -3,379 Closed
WOSD
1123
WFA of San Diego
California
-$218K -3,317 Closed
FANJ
1124
Financial Architects (New Jersey)
New Jersey
-$177K -3,105 Closed
KPW
1125
Kore Private Wealth
New York
-$110K -1,935 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.