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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
LWA
101
Lenox Wealth Advisors
New York
$51.2M -$619K -10,264 -1%
AWE
102
Avidian Wealth Enterprises
Texas
$51M +$9.89M +163,926 +24%
B
103
Bailard
California
$50.9M -$1.98M -32,898 -4%
Citadel Advisors
104
Citadel Advisors
Florida
$50.8M +$50.9M +843,226 New
FDCC
105
Foster Dykema Cabot & Co
Massachusetts
$50.2M -$871K -14,449 -2%
CNHF
106
Conrad N. Hilton Foundation
California
$49.9M -$19.9M -330,337 -29%
SAS
107
Sage Advisory Services
Texas
$49.9M +$8.33M +138,120 +20%
FCBT
108
First Citizens Bank & Trust
North Carolina
$48.8M +$3.63M +60,197 +8%
CCFM
109
Clear Creek Financial Management
Washington
$48.8M +$48.1M +796,745 +6,122%
CFFP
110
Center for Financial Planning
Michigan
$48.8M -$683K -11,319 -1%
CAG
111
Crestwood Advisors Group
Massachusetts
$48.7M -$569K -9,426 -1%
DLDF
112
Dan L. Duncan Foundation
Texas
$48.7M
AWA
113
Alaska Wealth Advisors
Alaska
$48M +$5.98M +99,180 +14%
EH
114
Equitable Holdings
New York
$47.7M +$4.77M +79,030 +11%
ECM
115
ETrade Capital Management
Virginia
$47.7M +$10.9M +180,461 +30%
FCB
116
First Command Bank
Texas
$46.2M +$2.52M +41,853 +6%
FCFS
117
First Command Financial Services
Texas
$46.2M +$2.52M +41,853 +6%
FBFS
118
First Business Financial Services
Wisconsin
$45.7M +$705K +11,684 +2%
RMC
119
Regis Management Company
California
$45.6M +$2.31M +38,225 +5%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$45.3M +$2.53M +41,906 +6%
SFI
121
SPC Financial Inc
Maryland
$44.3M +$2.34M +38,761 +6%
CAM
122
Cresset Asset Management
Illinois
$43.8M +$579K +9,605 +1%
LSAG
123
Lake Street Advisors Group
New Hampshire
$43.3M +$531K +8,797 +1%
IB
124
Intrust Bank
Kansas
$43.3M -$2.01M -33,288 -4%
BWA
125
BDO Wealth Advisors
Florida
$42.9M +$1.74M +28,852 +4%

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.