iShares Core MSCI EAFE ETF
IEFA
1,094 hedge funds and large institutions have $60.9B invested in iShares Core MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 472 increasing their positions, 405 reducing their positions, and 54 closing their positions.
63% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 54
17% more repeat investments, than reductions
Existing positions increased: 472 | Existing positions reduced: 405
11% more capital invested
Capital invested by funds: $55B → $60.9B (+$5.81B)
2% more funds holding
Funds holding: 1,072 → 1,094 (+22)
0% more funds holding in top 10
Funds holding in top 10: 230 → 231 (+1)
0.05% less ownership
Funds ownership: 85.52% → 85.47% (-0.05%)
21% less call options, than puts
Call options by funds: $6.15M | Put options by funds: $7.76M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.25B |
| 2 |
BlackRock
New York
|
+$424M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$170M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$168M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$78.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$368M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$89.5M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$89.4M |
| 4 |
JP Morgan Chase
New York
|
-$88.2M |
| 5 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$69.9M |
IEFA Hedge Fund Activity: Q3 2020 in Review
1,094 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2020, worth a combined $60.9B — up 11% from $55B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new IEFA positions and 54 closed out — a net gain of 34 holders — while 472 added to existing stakes and 405 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 1,072 in Q2 2020.
- Funds reported $60.9B of iShares Core MSCI EAFE ETF stock for Q3 2020, up 11% quarter-over-quarter.
- 88 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2020 and 54 closed out, a net change of +34 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.