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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
VVP
301
Venture Visionary Partners
Ohio
$18.8M +$29K +427 +0.2%
T. Rowe Price Associates
302
T. Rowe Price Associates
Maryland
$18.8M -$372K -5,485 -2%
TCM
303
Towercrest Capital Management
Pennsylvania
$18.7M +$2.56M +37,815 +16%
BOPW
304
Brandywine Oak Private Wealth
Pennsylvania
$18.6M +$2.22M +32,793 +14%
PAS
305
Professional Advisory Services
Florida
$18.5M +$3.42M +50,426 +22%
GRP
306
Global Retirement Partners
California
$18.5M +$1.23M +18,067 +7%
MAM
307
Meeder Asset Management
Ohio
$18.5M +$2.42M +35,674 +15%
CIC
308
Cutler Investment Counsel
Oregon
$18.5M -$1.42K -21 -0%
WPA
309
West Paces Advisors
Georgia
$18.3M -$100K -1,479 -0.5%
BFM
310
Broadview Financial Management
Wisconsin
$18.3M -$28.4K -419 -0.2%
BCM
311
Becker Capital Management
Oregon
$18.2M +$260K +3,840 +1%
PCIG
312
Partners Capital Investment Group
Massachusetts
$18M +$7.84M +115,556 +77%
ISB
313
Iowa State Bank
Iowa
$18M -$139K -2,051 -0.8%
DAS
314
Dynamic Advisor Solutions
Arizona
$18M +$8.1M +119,485 +81%
CB
315
Commerce Bank
Missouri
$18M +$987K +14,548 +6%
SRSA
316
S.R. Schill & Associates
Washington
$17.9M +$533K +7,857 +3%
LRWA
317
Long Run Wealth Advisors
New York
$17.8M +$1.16M +17,129 +7%
MWM
318
MTC Wealth Management
Florida
$17.7M +$549K +8,097 +3%
Fisher Asset Management
319
Fisher Asset Management
Washington
$17.7M -$2.19M -32,344 -11%
MW
320
MBL Wealth
North Carolina
$17.6M +$261K +3,842 +1%
FCAM
321
First Citizens Asset Management
North Carolina
$17.5M -$3.62M -53,428 -17%
AWM
322
Apollon Wealth Management
South Carolina
$17.5M +$2.69M +39,647 +18%
HF
323
Halpern Financial
Virginia
$17.3M +$5.08M +74,933 +41%
ACA
324
Affinity Capital Advisors
California
$17.3M -$5.82M -85,791 -25%
AT
325
Arvest Trust
Oklahoma
$17.3M -$1.02M -15,008 -6%

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.