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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
WTC
251
WhitTier Trust Company
Nevada
$24.3M +$1.35M +19,880 +6%
UOMF
252
University of Massachusetts Foundation
Massachusetts
$24.3M
DMIC
253
Dixon Mitchell Investment Counsel
British Columbia, Canada
$24.2M +$4.24M +62,553 +21%
OCG
254
Opus Capital Group
Ohio
$23.9M -$31.1K -459 -0.1%
CFP
255
Catalyst Financial Partners
Massachusetts
$23.9M +$3.4M +50,202 +17%
WPC
256
Wedmont Private Capital
Pennsylvania
$23.7M +$1.16M +17,073 +5%
PA
257
Probity Advisors
Texas
$23.5M +$23.6M +348,321 New
RA
258
Rational Advisors
New York
$23.5M -$6.45M -95,042 -21%
RJT
259
Raymond James Trust
Florida
$23.2M +$2.25M +33,122 +11%
HW
260
Hancock Whitney
Mississippi
$23.1M +$1.24M +18,231 +6%
BWP
261
BSW Wealth Partners
Colorado
$23M -$648K -9,555 -3%
JF
262
JSF Financial
California
$22.7M +$142K +2,095 +0.6%
IGAM
263
iA Global Asset Management
Quebec, Canada
$22.3M +$22.4M +330,914 New
SWP
264
Stratos Wealth Partners
Ohio
$22.1M +$2.38M +35,150 +12%
FPCP
265
Fort Point Capital Partners
California
$22.1M +$15.2M +223,540 +215%
DJFS
266
Dean Jacobson Financial Services
Texas
$21.9M -$167K -2,466 -0.8%
RDFA
267
Ritter Daniher Financial Advisory
Ohio
$21.7M +$413K +6,091 +2%
SFO
268
Stokes Family Office
Louisiana
$21.6M +$1.22M +18,043 +6%
VFA
269
Valeo Financial Advisors
Indiana
$21.5M +$753K +11,100 +4%
FCI
270
Financial Counselors Inc
Kansas
$21.4M +$1.24M +18,283 +6%
RWG
271
Ratio Wealth Group
Colorado
$21.2M +$21.3M +314,732 New
BMD
272
Better Money Decisions
New Mexico
$21.2M +$377K +5,553 +2%
RWB
273
RMR Wealth Builders
New Jersey
$21M +$764K +11,266 +4%
VFIC
274
Valley Forge Investment Consultants
Pennsylvania
$20.8M +$117K +1,718 +0.6%
MF
275
Montis Financial
Massachusetts
$20.5M +$1.47M +21,655 +8%

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.