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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
W
176
Wealthquest
Ohio
$23.1M +$2.29M +37,995 +11%
FFA
177
Fragasso Financial Advisors
Pennsylvania
$23.1M +$207K +3,431 +0.9%
MPW
178
MA Private Wealth
California
$23M +$190K +3,149 +0.8%
IWMA
179
Ironwood Wealth Management (Arizona)
Arizona
$22.7M
NA
180
NewEdge Advisors
Louisiana
$22.2M +$3.25M +53,918 +17%
Financial Engines Advisors
181
Financial Engines Advisors
California
$22M +$882K +14,630 +4%
BWP
182
BSW Wealth Partners
Colorado
$21.6M -$1.92M -31,839 -8%
CWM
183
Cranbrook Wealth Management
Michigan
$21.4M +$959K +15,897 +5%
FWM
184
FFT Wealth Management
Pennsylvania
$20.9M -$797K -13,206 -4%
Brown Advisory
185
Brown Advisory
Maryland
$20.8M -$2.64M -43,723 -11%
FLA
186
Financial Life Advisors
Texas
$20.4M +$1.35M +22,411 +7%
FMWA
187
Forvis Mazars Wealth Advisors
Missouri
$20.3M -$1.47M -24,382 -7%
BBNA
188
Bremer Bank National Association
Minnesota
$20.3M -$144K -2,390 -0.7%
BWM
189
Brickley Wealth Management
California
$20.3M +$628K +10,406 +3%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$20.1M +$14.6M +241,504 +261%
WT
191
Whittier Trust
California
$20M +$243K +4,036 +1%
MA
192
MUFG Americas
New York
$19.7M +$1.07M +17,672 +6%
WP
193
WealthSource Partners
California
$19.7M -$349K -5,791 -2%
T. Rowe Price Associates
194
T. Rowe Price Associates
Maryland
$19.3M +$6.52M +108,078 +51%
LNB
195
Ledyard National Bank
$19.3M +$2.11M +34,980 +12%
VWM
196
Venturi Wealth Management
Texas
$19.2M +$1.79M +29,691 +10%
ANTB
197
AMG National Trust Bank
Colorado
$18.8M +$5.09M +84,361 +37%
AIM
198
Acropolis Investment Management
Missouri
$18.8M +$346K +5,744 +2%
TF
199
Trek Financial
Arizona
$18.4M -$430K -7,136 -2%
BFM
200
Broadview Financial Management
Wisconsin
$18.2M -$653K -10,828 -3%

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.