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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
LBC
376
Lowe Brockenbrough & Co
Virginia
$13.8M +$128K +1,892 +0.9%
JFGIW
377
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.8M +$888K +13,089 +7%
FFS
378
Founders Financial Securities
Maryland
$13.8M +$5.19M +76,596 +60%
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$13.8M +$1.42M +20,997 +11%
GC
380
Guidance Capital
Kentucky
$13.8M +$13.8M +203,952 New
SC
381
Savant Capital
Illinois
$13.6M +$3.37M +49,732 +33%
PWM
382
Perigon Wealth Management
California
$13.6M +$621K +9,161 +5%
PGA
383
Portland Global Advisors
Maine
$13.6M +$1.1M +16,166 +9%
LCC
384
Lincoln Capital Corp
Rhode Island
$13.6M +$2.61M +38,483 +24%
Wealth Enhancement Advisory Services
385
Wealth Enhancement Advisory Services
Minnesota
$13.6M -$69.1M -1,019,465 -84%
JWA
386
JFS Wealth Advisors
Pennsylvania
$13.5M +$814K +12,005 +6%
SFC
387
SYM Financial Corp
Indiana
$13.5M +$13.5M +199,755 New
MM
388
Main Management
California
$13.4M +$248K +3,662 +2%
MCM
389
Monument Capital Management
Virginia
$13.3M -$7.56M -111,417 -36%
KFP
390
KMG Fiduciary Partners
Ohio
$13.1M +$1.72M +25,430 +15%
TOTSC
391
Trustees of the Smith College
Massachusetts
$13M -$4.4M -64,832 -25%
DRS
392
Deane Retirement Strategies
Louisiana
$12.9M +$7.27M +107,161 +127%
TYCC
393
Texas Yale Capital Corp
Florida
$12.9M +$20.7K +305 +0.2%
SGI
394
Summit Global Investments
Utah
$12.8M +$1.64M +24,111 +15%
EWA
395
Encompass Wealth Advisors
Oregon
$12.8M +$131K +1,937 +1%
GAM
396
Gotham Asset Management
New York
$12.8M +$434K +6,406 +4%
RMC
397
Regis Management Company
California
$12.7M -$271K -3,991 -2%
PW
398
Peninsula Wealth
California
$12.7M +$87.7K +1,293 +0.7%
FCA
399
FinTrust Capital Advisors
South Carolina
$12.6M
CGA
400
Crescent Grove Advisors
Illinois
$12.5M +$8.07K +119 +0.1%

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.