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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
MWAM
401
Manhattan West Asset Management
California
$12.5M +$4.19M +61,835 +50%
PWA
402
Physician Wealth Advisors
Utah
$12.4M -$25.9K -382 -0.2%
GWM
403
Geneos Wealth Management
Colorado
$12.3M +$344K +5,066 +3%
TIM
404
Tortoise Investment Management
New York
$12.2M +$175K +2,583 +1%
SMI
405
Shelter Mutual Insurance
Missouri
$12.2M
GBT
406
Grove Bank & Trust
Florida
$12M -$2.33M -34,312 -16%
FCT
407
Family Capital Trust
Massachusetts
$11.8M -$132K -1,948 -1%
PAS
408
Park Avenue Securities
New York
$11.7M +$1.43M +21,022 +14%
AA
409
Ancora Advisors
Ohio
$11.7M +$1.31M +19,355 +13%
OFW
410
Omnia Family Wealth
Florida
$11.6M -$388K -5,720 -3%
PP
411
PDS Planning
Ohio
$11.5M +$144K +2,129 +1%
SQA
412
Simon Quick Advisors
New Jersey
$11.3M -$778K -11,479 -6%
BG
413
Bahl & Gaynor
Ohio
$11.2M +$1.63M +24,003 +17%
RCG
414
Rock Creek Group
District of Columbia
$11.1M -$6.19M -91,212 -37%
AI
415
Axiom Investors
Connecticut
$11.1M +$7.41M +109,300 +198%
WFA
416
Wellspring Financial Advisors
Ohio
$11M +$6.81M +100,485 +159%
SRC
417
Sage Rhino Capital
California
$11M +$20.9K +308 +0.2%
HAS
418
Holland Advisory Services
Florida
$11M +$166K +2,442 +2%
FHA
419
First Horizon Advisors
Tennessee
$11M -$345K -5,092 -3%
CTC
420
Central Trust Company
Missouri
$10.9M +$5.28M +77,800 +92%
FA
421
FDx Advisors
Illinois
$10.9M -$1.55M -22,913 -12%
HIMC
422
Heritage Investors Management Corp
Maryland
$10.9M -$393K -5,802 -3%
RTC
423
Riverview Trust Company
Washington
$10.8M -$402K -5,929 -4%
ABC
424
Associated Banc-Corp
Wisconsin
$10.7M -$10.4K -153 -0.1%
VC
425
Veery Capital
Delaware
$10.6M -$311K -4,592 -3%

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.