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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
CBT
1126
Capital Bank & Trust
California
-$234K -4,695 Closed
DFG
1127
Demars Financial Group
Washington
-$226K -4,536 Closed
NF
1128
Nikulski Financial
Iowa
-$218K -4,377 Closed
FA
1129
Fortis Advisors
Pennsylvania
-$216K -4,339 Closed
HC
1130
HNP Capital
New York
-$217K -4,319 Closed
EWA
1131
EP Wealth Advisors
California
-$204K -4,096 Closed
JIC
1132
Joel Isaacson & Co
New York
-$204K -4,085 Closed
AFAS
1133
Acorn Financial Advisory Services
Virginia
-$203K -4,075 Closed
NB
1134
Nicolet Bankshares
Wisconsin
-$203K -4,075 Closed
GSWM
1135
Golden State Wealth Management
California
-$157K -3,147 Closed
ACM
1136
AUA Capital Management
Pennsylvania
-$150K -3,000 Closed
MCM
1137
MV Capital Management
Maryland
-$126K -2,527 Closed
PAI
1138
Pittenger & Anderson Inc
Nebraska
-$77K -1,553 Closed
FM
1139
Family Management
New York
-$76K -1,517 Closed
FGAM
1140
Financial Gravity Asset Management
Texas
-$55.2K -1,390 Closed
NEIRG
1141
New England Investment & Retirement Group
Massachusetts
-$60K -1,206 Closed
QAM
1142
QCI Asset Management
New York
-$50K -998 Closed
EWM
1143
EPG Wealth Management
Georgia
-$45K -894 Closed
SL
1144
Salomon & Ludwin
Virginia
-$45K -894 Closed
PO
1145
Private Ocean
California
-$42K -857 Closed
DOA
1146
D'Orazio & Associates
Virginia
-$40K -800 Closed
CA
1147
Centerpoint Advisors
Massachusetts
-$35K -694 Closed
CCM
1148
Cribstone Capital Management
Maine
-$32K -650 Closed
1IA
1149
1834 Investment Advisors
Wisconsin
-$31K -622 Closed
DWM
1150
Darwin Wealth Management
Florida
-$30K -619 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.