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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
PCMC
326
Private Capital Management (Colorado)
Colorado
$17.3M -$174K -2,565 -1%
OCM
327
One Capital Management
California
$17.2M +$356K +5,245 +2%
WFAG
328
Wescott Financial Advisory Group
Pennsylvania
$17.1M +$2.53M +37,314 +17%
NCM
329
Neumann Capital Management
California
$17.1M +$852K +12,570 +5%
SIC
330
Sigma Investment Counselors
Michigan
$17M -$326K -4,805 -2%
WS
331
Wela Strategies
Georgia
$17M -$217K -3,207 -1%
WT
332
Washington Trust
Rhode Island
$16.9M +$1.2M +17,735 +8%
SAM
333
Simplify Asset Management
Nevada
$16.7M -$4.65M -68,629 -22%
AL
334
Aspiriant LLC
California
$16.7M +$3.08M +45,365 +22%
HCM
335
Hudson Capital Management
New Jersey
$16.6M -$429K -6,323 -3%
NW
336
NewEdge Wealth
Pennsylvania
$16.4M -$429K -6,328 -3%
WA
337
WBH Advisory
Maryland
$16.3M +$1.1M +16,158 +7%
KPWS
338
Kestra Private Wealth Services
Texas
$16.3M +$2.41M +35,517 +17%
FAIM
339
Financial Advocates Investment Management
Washington
$16.2M +$369K +5,442 +2%
CCM
340
Condor Capital Management
New Jersey
$16.1M +$1.34M +19,748 +9%
ONB
341
Old National Bancorp
Indiana
$16M +$4.4M +64,859 +38%
SIA
342
Sovereign Investment Advisors
Arizona
$16M +$861K +12,693 +6%
WA
343
Wealth Architects
California
$16M -$598K -8,817 -4%
CA
344
Crewe Advisors
Utah
$15.9M +$46.8K +690 +0.3%
Citigroup
345
Citigroup
New York
$15.9M +$2.86M +42,222 +22%
CG
346
Colony Group
Massachusetts
$15.9M -$4.54M -66,969 -22%
IAN
347
Integrated Advisors Network
Texas
$15.8M +$510K +7,521 +3%
EWA
348
Exencial Wealth Advisors
Oklahoma
$15.7M +$722K +10,650 +5%
SWM
349
Spire Wealth Management
Virginia
$15.7M +$594K +8,766 +4%
WFA
350
West Financial Advisors
Iowa
$15.7M +$380K +5,597 +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.