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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
PI
151
PFS Investments
Georgia
$27.7M +$8.34M +153,833 +47%
HWA
152
Heritage Wealth Advisors
Virginia
$27.7M -$4.21M -77,645 -14%
TCBWMS
153
Texas Capital Bank Wealth Management Services
Texas
$26.8M -$1.74M -32,032 -6%
CAN
154
Cetera Advisor Networks
California
$26.1M -$808K -14,906 -3%
AHSW
155
Adventist Health System West
California
$26.1M +$4.3M +79,300 +21%
MMA
156
Miracle Mile Advisors
California
$25.2M -$1.32M -24,408 -5%
FSC
157
Full Sail Capital
Oklahoma
$24.1M +$3.59M +66,310 +20%
AI
158
Atria Investments
North Carolina
$23.8M -$2.33M -42,943 -9%
MW
159
Marcum Wealth
Ohio
$23.6M -$8.55M -157,801 -28%
SIAM
160
Sterling Investment Advisors (Missouri)
Missouri
$23.1M +$2.02M +37,243 +10%
SPIA
161
Steward Partners Investment Advisory
New York
$22.9M -$1.33M -24,549 -6%
FFA
162
Fragasso Financial Advisors
Pennsylvania
$22.7M +$1.38M +25,500 +7%
IWMA
163
Ironwood Wealth Management (Arizona)
Arizona
$22.7M +$1.42M +26,215 +7%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$22.5M -$5.74M -105,968 -21%
BWP
165
BSW Wealth Partners
Colorado
$22.3M +$1.08M +19,838 +5%
Cerity Partners
166
Cerity Partners
New York
$22.3M +$8.65M +159,622 +69%
Brown Advisory
167
Brown Advisory
Maryland
$22.2M -$27M -497,979 -56%
WA
168
Waddell & Associates
Tennessee
$22.1M +$849K +15,673 +4%
TFO
169
Tarbox Family Office
California
$22M +$4.04M +74,577 +24%
CB
170
Community Bank
New York
$22M +$2.44M +45,041 +13%
MPW
171
MA Private Wealth
California
$21.6M +$12M +220,922 +141%
DIP
172
DT Investment Partners
Pennsylvania
$21.4M +$20.3M +374,507 New
FA
173
FDx Advisors
Illinois
$21.3M +$4.68M +86,326 +30%
FMWA
174
Forvis Mazars Wealth Advisors
Missouri
$20.7M +$4.4M +81,252 +29%
FWM
175
FFT Wealth Management
Pennsylvania
$20.6M -$1.61M -29,625 -8%

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.