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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
CL
276
Choreo LLC
Illinois
$20.5M +$4.45M +65,584 +28%
Victory Capital Management
277
Victory Capital Management
Texas
$20.3M -$1.53M -22,540 -7%
MWM
278
Marion Wealth Management
Pennsylvania
$20.3M +$284K +4,191 +1%
AI
279
Atria Investments
North Carolina
$20.2M -$2.96M -43,628 -13%
SAS
280
Sage Advisory Services
Texas
$20M -$606K -8,935 -3%
DL
281
DOHJ LLC
Washington
$20M +$1.76M +25,895 +10%
NL
282
NWAM LLC
Washington
$19.9M +$520K +7,667 +3%
BB
283
Berkshire Bank
Massachusetts
$19.8M +$899K +13,253 +5%
UWPG
284
Ullmann Wealth Partners Group
Florida
$19.8M -$889K -13,107 -4%
GWSA
285
Global Wealth Strategies & Associates
Colorado
$19.8M +$1.03M +15,127 +5%
ACS
286
Archford Capital Strategies
Illinois
$19.7M +$397K +5,847 +2%
PAG
287
Private Advisor Group
New Jersey
$19.7M +$320K +4,716 +2%
FMWA
288
Forvis Mazars Wealth Advisors
Missouri
$19.6M -$79.3K -1,170 -0.4%
GDP
289
Great Diamond Partners
Maine
$19.6M +$637K +9,388 +3%
CA
290
Cetera Advisors
Colorado
$19.4M +$4.58M +67,547 +31%
TCM
291
Twele Capital Management
Minnesota
$19.4M -$921K -13,585 -5%
LFA
292
Legacy Financial Advisors
Kentucky
$19.4M +$490K +7,229 +3%
LWA
293
LWS Wealth Advisors
New Jersey
$19.3M -$641K -9,455 -3%
American Century Companies
294
American Century Companies
Missouri
$19.3M -$4.42M -65,200 -19%
AIM
295
Allen Investment Management
New York
$19.3M -$5.38M -79,389 -22%
FNBTCON
296
First National Bank & Trust Co of Newtown
Pennsylvania
$19.3M -$248K -3,660 -1%
FWM
297
Fairhaven Wealth Management
Illinois
$19.2M +$19.3M +284,493 New
NEI
298
Northwest & Ethical Investments
Ontario, Canada
$19M -$271K -4,000 -1%
CWM
299
Congress Wealth Management
Massachusetts
$18.9M -$513K -7,561 -3%
MWA
300
Martel Wealth Advisors
Washington
$18.9M +$4.41M +64,990 +30%

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.