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iShares Core MSCI EAFE ETF

1,581 hedge funds and large institutions have $83.3B invested in iShares Core MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 731 increasing their positions, 574 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 67

27% more repeat investments, than reductions

Existing positions increased: 731 | Existing positions reduced: 574

6% more capital invested

Capital invested by funds: $78.7B → $83.3B (+$4.64B)

3.39% more ownership

Funds ownership: 81.95%85.34% (+3.4%)

2% more funds holding

Funds holding: 1,5531,581 (+28)

0% more funds holding in top 10

Funds holding in top 10: 307307 (0)

63% less call options, than puts

Call options by funds: $9.89M | Put options by funds: $26.4M

Holders
1,581
Holders Change
+28
Holders Change %
+1.8%
% of All Funds
24.82%
Holding in Top 10
307
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.82%
New
109
Increased
731
Reduced
574
Closed
67
Calls
$9.89M
Puts
$26.4M
Net Calls
-$16.5M
Net Calls Change
-$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
226
Rockbridge Investment Management
New York
$28.5M +$1.74M +25,704 +6%
State of Wisconsin Investment Board
227
State of Wisconsin Investment Board
Wisconsin
$28.1M -$2.74M -40,400 -9%
CWM
228
Cranbrook Wealth Management
Michigan
$28.1M -$1.1M -16,183 -4%
GFA
229
Gallagher Fiduciary Advisors
Illinois
$27.8M -$629K -9,277 -2%
Brown Advisory
230
Brown Advisory
Maryland
$27.4M +$4.29M +63,231 +18%
AIM
231
Acropolis Investment Management
Missouri
$27.3M -$445K -6,562 -2%
DC
232
Davenport & Co
Virginia
$27.2M +$8.73M +128,701 +47%
GLA
233
Great Lakes Advisors
Illinois
$27M -$418K -6,167 -2%
CFS
234
CGC Financial Services
Oregon
$26.9M +$27M +398,793 New
JPG
235
Jordan Park Group
California
$26.7M +$1.87M +27,539 +7%
AWS
236
Atria Wealth Solutions
New York
$26.7M -$880K -12,976 -3%
NEAM
237
New England Asset Management
Connecticut
$26.6M
SIC
238
Shoker Investment Counsel
Ohio
$26.6M +$7.37M +108,657 +38%
SIRP
239
Shelter Insurance Retirement Plan
Missouri
$26.1M -$1.59M -23,429 -6%
Acadian Asset Management
240
Acadian Asset Management
Massachusetts
$26M +$13.6M +199,920 +108%
BBA
241
BLB&B Advisors
Pennsylvania
$25.9M -$331K -4,878 -1%
SPIA
242
Strategic Point Investment Advisors
Rhode Island
$25.8M +$101K +1,491 +0.4%
KAS
243
Kestra Advisory Services
Texas
$25.5M +$1.21M +17,811 +5%
KWM
244
Kaydan Wealth Management
Michigan
$25.4M +$7.5M +110,555 +42%
RVPG
245
Relative Value Partners Group
$25.4M +$2.42M +35,700 +10%
SAG
246
SageView Advisory Group
California
$25.3M -$857K -12,632 -3%
SHWM
247
Smith & Howard Wealth Management
Georgia
$25.1M -$1.59M -23,482 -6%
TF
248
Trek Financial
Arizona
$24.9M -$21.9M -322,508 -47%
WT
249
Whittier Trust
California
$24.9M -$1.92M -28,243 -7%
RI
250
RPTC Inc
Wyoming
$24.5M +$462K +6,813 +2%

IEFA Hedge Fund Activity: Q2 2023 in Review

1,581 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q2 2023, worth a combined $83.3B — up 5.9% from $78.7B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new IEFA positions and 67 closed out — a net gain of 42 holders — while 731 added to existing stakes and 574 trimmed.

The largest buyer was Bishop & Co Investment Management, adding an estimated $1.46B. The largest seller was Bank of Montreal, cutting an estimated $325M.

  • 1,581 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q2 2023, up from 1,553 in Q1 2023.
  • Funds reported $83.3B of iShares Core MSCI EAFE ETF stock for Q2 2023, up 5.9% quarter-over-quarter.
  • 109 funds opened new iShares Core MSCI EAFE ETF positions in Q2 2023 and 67 closed out, a net change of +42 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $1.46B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q2 2023 was Bank of Montreal, an estimated $325M sold.

Based on aggregated 13F filings for Q2 2023.