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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
CI Investments Inc
126
CI Investments Inc
Ontario, Canada
$41M +$3.73M +61,853 +10%
CAL
127
Capital Analysts LLC
Pennsylvania
$40.8M +$1.59M +26,294 +4%
CWM
128
Connecticut Wealth Management
Connecticut
$40.2M +$40.2M +667,108 New
BCA
129
Berman Capital Advisors
Georgia
$40.1M -$3.68M -60,936 -8%
Cerity Partners
130
Cerity Partners
New York
$40M +$16.5M +273,481 +70%
BOH
131
Bank of Hawaii
Hawaii
$39.8M +$403K +6,685 +1%
UOMF
132
University of Massachusetts Foundation
Massachusetts
$39.8M
CCA
133
Conservest Capital Advisors
Pennsylvania
$39.7M -$1.12M -18,516 -3%
PCIG
134
Partners Capital Investment Group
Massachusetts
$39.3M -$69.9M -1,159,309 -64%
PFA
135
Pure Financial Advisors
California
$38.9M -$58.3K -967 -0.1%
BC
136
Bartlett & Co
Ohio
$38.7M +$191K +3,161 +0.5%
BCWM
137
Bartlett & Co Wealth Management
Ohio
$38.7M +$191K +3,161 +0.5%
BSB
138
Bangor Savings Bank
Maine
$38M +$117K +1,940 +0.3%
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.7M +$1.56M +25,888 +4%
PI
140
PFS Investments
Georgia
$37.4M +$8.23M +136,511 +28%
CCFCSB
141
Cape Cod Five Cents Savings Bank
Massachusetts
$37.1M -$6.16M -102,051 -14%
EVM
142
Eaton Vance Management
Massachusetts
$37M +$2.73M +45,184 +8%
SWM
143
SigFig Wealth Management
California
$36.9M +$2.6M +43,068 +8%
MCM
144
MAI Capital Management
Ohio
$36.4M +$1.53M +25,399 +4%
RCAG
145
Rehmann Capital Advisory Group
Michigan
$34.1M -$325K -5,384 -0.9%
MA
146
MCF Advisors
Kentucky
$33.5M -$142K -2,350 -0.4%
GLA
147
Great Lakes Advisors
Illinois
$32.8M -$307K -5,089 -0.9%
IAA
148
Ironsides Asset Advisors
North Carolina
$32.6M +$19.7M +326,687 +152%
RFC
149
Regions Financial Corp
Alabama
$32.4M +$1.45M +23,982 +5%
AHSW
150
Adventist Health System West
California
$32.3M +$4.87M +80,710 +18%

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.