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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
Citadel Advisors
351
Citadel Advisors
Florida
$15.4M -$3.06M -45,115 -16%
ICG
352
InterOcean Capital Group
Tennessee
$15.4M +$1.18M +17,355 +8%
GPA
353
Guidance Point Advisors
Massachusetts
$15.3M -$56.5K -833 -0.4%
AA
354
Argent Advisors
Louisiana
$15.3M -$200K -2,950 -1%
SF
355
Symphony Financial
Texas
$15.2M +$4.02M +59,351 +35%
HCMT
356
Highland Capital Management (Tennessee)
Tennessee
$15.1M +$243K +3,585 +2%
RCA
357
Resonant Capital Advisors
Wisconsin
$15M -$2.64M -38,886 -15%
SC
358
Stephens Consulting
Michigan
$14.9M +$12.2M +180,457 +444%
KFAA
359
Klaas Financial Asset Advisors
Illinois
$14.9M -$417K -6,142 -3%
CWM
360
Curi Wealth Management
North Carolina
$14.7M +$512K +7,546 +4%
PRA
361
Pine Ridge Advisers
New York
$14.5M -$53.8K -793 -0.4%
SWM
362
Segment Wealth Management
Texas
$14.5M -$239K -3,530 -2%
FDCC
363
Foster Dykema Cabot & Co
Massachusetts
$14.5M -$552K -8,141 -4%
BBNA
364
Bremer Bank National Association
Minnesota
$14.3M -$595K -8,778 -4%
ELI
365
Empire Life Investments
Ontario, Canada
$14.3M -$339K -5,000 -2%
ODG
366
O'Dell Group
Ohio
$14.2M +$1.06M +15,674 +8%
LC
367
LCNB Corp
Ohio
$14.2M -$102K -1,511 -0.7%
NFP
368
NorthLanding Financial Partners
New York
$14.2M -$8.46M -124,752 -37%
SW
369
SVB Wealth
Massachusetts
$14.1M -$2.44M -35,946 -15%
SCM
370
SCS Capital Management
Massachusetts
$14M +$1.39M +20,494 +11%
PPWP
371
Proquility Private Wealth Partners
Nevada
$14M -$56.8K -838 -0.4%
CT
372
Coastline Trust
Rhode Island
$14M +$12.5M +184,893 +811%
GIA
373
GHP Investment Advisors
Colorado
$14M +$2.77M +40,843 +25%
MWP
374
MYCIO Wealth Partners
Pennsylvania
$13.9M +$196K +2,894 +1%
CWAF
375
Core Wealth Advisors (Florida)
Florida
$13.9M +$258K +3,811 +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.