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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
ADL
426
Asset Dedication LLC
California
$10.5M -$75.1K -1,108 -0.7%
CI
427
Conning Inc
Connecticut
$10.5M
HCA
428
Harbour Capital Advisors
Virginia
$10.5M +$119K +1,755 +1%
NWM
429
Northcape Wealth Management
New York
$10.4M -$70.9K -1,046 -0.7%
SPP
430
Single Point Partners
Massachusetts
$10.3M +$708K +10,440 +7%
AFC
431
Adaptive Financial Consulting
Ohio
$10.3M -$826K -12,186 -7%
CFGS
432
Concourse Financial Group Securities
Alabama
$10.3M +$409K +6,037 +4%
ML
433
McAdam LLC
Pennsylvania
$10.3M -$217K -3,197 -2%
TCB
434
Texas Capital Bancshares
Texas
$10.1M +$594K +8,760 +6%
WP
435
WealthShield Partners
North Carolina
$10.1M +$261K +3,855 +3%
PCMM
436
Piedmont Capital Management (Montana)
Montana
$9.97M +$110K +1,626 +1%
CWM
437
Concentric Wealth Management
California
$9.88M +$110K +1,625 +1%
GVAG
438
Great Valley Advisor Group
Delaware
$9.83M +$830K +12,236 +9%
RSWM
439
Robertson Stephens Wealth Management
California
$9.82M -$3.79M -55,875 -28%
PI
440
Parkside Investments
Illinois
$9.75M +$1.26M +18,516 +15%
CPIG
441
Chicago Partners Investment Group
Illinois
$9.73M +$9.48M +139,759 +3,168%
ISWM
442
Independent Solutions Wealth Management
New York
$9.72M -$38K -561 -0.4%
SF
443
Synovus Financial
Georgia
$9.62M +$1.47M +21,708 +18%
MFC
444
Morris Financial Concepts
South Carolina
$9.62M +$445K +6,563 +5%
SWP
445
Summit Wealth Partners
Florida
$9.6M -$51.5K -760 -0.5%
AIA
446
Arbor Investment Advisors
North Carolina
$9.56M -$192K -2,838 -2%
LL
447
LPWM LLC
Minnesota
$9.54M -$855K -12,601 -8%
CST
448
Charles Schwab Trust
Nevada
$9.41M -$413K -6,091 -4%
CWM
449
Chicago Wealth Management
Illinois
$9.37M +$178K +2,618 +2%
FWM
450
FFT Wealth Management
Pennsylvania
$9.21M -$746 -11 -0%

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.