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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
Financial Engines Advisors
176
Financial Engines Advisors
California
$20.1M -$8.18M -150,873 -30%
A
177
AdvicePeriod
California
$19.9M -$890K -16,425 -5%
CB
178
Commerce Bank
Missouri
$19.8M +$10.8M +198,889 +135%
W
179
Wealthquest
Ohio
$19.8M +$18.7M +345,614 New
BBNA
180
Bremer Bank National Association
Minnesota
$19.4M -$1.23M -22,786 -6%
CWM
181
Cranbrook Wealth Management
Michigan
$19.4M +$7.06M +130,227 +62%
IA
182
IndexIQ Advisors
New York
$19.2M +$15.2M +281,092 +506%
WP
183
WealthSource Partners
California
$19M -$23.3M -430,595 -56%
FAAS
184
First Allied Advisory Services
California
$18.7M -$311K -5,748 -2%
WT
185
Whittier Trust
California
$18.7M -$1.19M -21,993 -6%
NAM
186
North American Management
Massachusetts
$18.6M -$1.05M -19,361 -6%
BWM
187
Brickley Wealth Management
California
$18.4M +$9.25M +170,647 +113%
FLA
188
Financial Life Advisors
Texas
$18.1M -$330K -6,092 -2%
NA
189
NewEdge Advisors
Louisiana
$18M +$2.12M +39,211 +14%
BFM
190
Broadview Financial Management
Wisconsin
$17.8M -$433K -7,992 -2%
TF
191
Trek Financial
Arizona
$17.8M +$2.95M +54,518 +21%
MA
192
MUFG Americas
New York
$17.7M -$8.62M -159,154 -34%
AIM
193
Acropolis Investment Management
Missouri
$17.5M +$701K +12,943 +4%
COF
194
Capital One Financial
Virginia
$17.4M -$2.67M -49,340 -14%
RJT
195
Raymond James Trust
Florida
$17.3M -$5.05M -93,181 -24%
Fiera Capital (Canada)
196
Fiera Capital (Canada)
Quebec, Canada
$17.2M +$2.65M +48,952 +19%
BC
197
Brinker Capital
Pennsylvania
$17.1M -$163K -3,010 -1%
FNBTCON
198
First National Bank & Trust Co of Newtown
Pennsylvania
$16.9M -$62K -1,145 -0.4%
PAG
199
Private Advisor Group
New Jersey
$16.5M -$14M -257,526 -47%
PWA
200
Physician Wealth Advisors
Utah
$16.5M +$2.27M +41,842 +18%

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.