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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
HWA
1126
HCR Wealth Advisors
California
-$105K -1,826 Closed
BFIM
1127
Beese Fulmer Investment Management
Ohio
-$86K -1,500 Closed
CWP
1128
CFM Wealth Partners
Texas
-$75K -1,323 Closed
ACA
1129
Atlas Capital Advisors
Wyoming
-$68.3K -1,195 Closed
RAM
1130
Riggs Asset Management
Pennsylvania
-$63K -1,116 Closed
SWM
1131
Selective Wealth Management
Virginia
-$53K -920 Closed
GFP
1132
Gryphon Financial Partners
Ohio
-$39K -689 Closed
KWM
1133
Keebeck Wealth Management
Illinois
-$38K -670 Closed
SIM
1134
Sonora Investment Management
Arizona
-$37K -640 Closed
CB
1135
CNB Bank
Pennsylvania
-$35K -619 Closed
SCA
1136
Stonebridge Capital Advisors
Minnesota
-$25K -429 Closed
CH
1137
Canton Hathaway
Rhode Island
-$17K -299 Closed
PWP
1138
Principle Wealth Partners
Connecticut
-$15K -259 Closed
MFT
1139
Moisand Fitzgerald Tamayo
Florida
-$14K -250 Closed
CAM
1140
Costello Asset Management
Pennsylvania
-$10K -178 Closed
NL
1141
NVWM LLC
Pennsylvania
-$8K -138 Closed
EWP
1142
Engrave Wealth Partners
Texas
-$7K -136 Closed
RDWM
1143
Red Door Wealth Management
Tennessee
-$7K -134 Closed
CCA
1144
Column Capital Advisors
Indiana
-$6K -118 Closed
CG
1145
Cutler Group
California
-$6.03K -100 Closed
WR
1146
Watson Rebecca
-$2K -41 Closed
EWM
1147
Edge Wealth Management
New York
-$2K -35 Closed
PCS
1148
Personal CFO Solutions
New Jersey
+$201K +3,334 New

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.