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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
HWM
451
HB Wealth Management
Georgia
$9.21M -$1.42M -20,989 -13%
GWMIA
452
Global Wealth Management Investment Advisory
Florida
$9.16M +$1.08M +15,865 +13%
SGAM
453
Stephens Group Asset Management
Arkansas
$9.16M +$3.73M +54,967 +68%
Squarepoint
454
Squarepoint
New York
$9.09M +$9.13M +134,675 New
ACP
455
Aveo Capital Partners
Colorado
$9.09M +$1.19M +17,542 +15%
MCC
456
Money Concepts Capital
Florida
$9.08M -$32.9M -485,443 -78%
RWP
457
Revolve Wealth Partners
New Jersey
$8.84M -$312K -4,598 -3%
COPPSERS
458
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.8M
IC
459
IEQ Capital
California
$8.79M +$775K +11,434 +10%
MPCG
460
Matrix Private Capital Group
New York
$8.76M +$44.2K +652 +0.5%
AIA
461
Alera Investment Advisors
Illinois
$8.73M -$15.5K -228 -0.2%
TWM
462
Tanager Wealth Management
United Kingdom
$8.69M -$92.3K -1,361 -1%
CS
463
Comerica Securities
Michigan
$8.68M -$58.1K -857 -0.7%
GIA
464
Gladstone Institutional Advisory
Florida
$8.68M -$765K -11,282 -8%
ZIM
465
Zacks Investment Management
Illinois
$8.61M +$4.38M +64,602 +103%
NB
466
NBT Bank
New York
$8.59M -$826K -12,180 -9%
MWM
467
Marietta Wealth Management
Georgia
$8.59M +$559K +8,250 +7%
MWA
468
Motive Wealth Advisors
Michigan
$8.57M -$161K -2,378 -2%
OHWP
469
Oak Harbor Wealth Partners
North Carolina
$8.54M +$352K +5,193 +4%
HR
470
Hardy Reed
Mississippi
$8.52M +$13K +192 +0.2%
NRW
471
Nova R Wealth
Kansas
$8.49M +$420K +6,189 +5%
AHC
472
Anderson Hoagland & Co
Missouri
$8.48M +$1.57M +23,200 +23%
TA
473
Tectonic Advisors
Texas
$8.33M
FIM
474
Freedom Investment Management
Connecticut
$8.29M +$5.99M +88,255 +255%
GL
475
Graypoint LLC
New York
$8.29M +$406K +5,989 +5%

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.