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iShares Core MSCI EAFE ETF
IEFA

1,743 hedge funds and large institutions have $98B invested in iShares Core MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 719 increasing their positions, 611 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 248 | Existing positions closed: 60

187% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $4.27M

21% more capital invested

Capital invested by funds: $81B → $98B (+$17B)

18% more repeat investments, than reductions

Existing positions increased: 719 | Existing positions reduced: 611

10% more funds holding

Funds holding: 1,579 → 1,743 (+164)

10% more funds holding in top 10

Funds holding in top 10: 308 → 340 (+32)

6.79% more ownership

Funds ownership: 85.01% → 91.8% (+6.8%)

Holders
1,743
Holders Change
+164
Holders Change %
+10.39%
% of All Funds
25.41%
Holding in Top 10
340
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+10.39%
% of All Funds
4.96%
New
248
Increased
719
Reduced
611
Closed
60
Calls
$12.2M
Puts
$4.27M
Net Calls
+$7.97M
Net Calls Change
+$1.61M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.74B
2
Goldman Sachs
Goldman Sachs
New York
+$834M
3
JP Morgan Chase
JP Morgan Chase
New York
+$383M
4
Bank of America
Bank of America
North Carolina
+$320M
5
Wells Fargo
Wells Fargo
California
+$257M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$211M
2
BlackRock
BlackRock
New York
-$163M
3
BL
Balentine LLC
Georgia
-$144M
4
UBS Group
UBS Group
Switzerland
-$121M
5
Jane Street
Jane Street
New York
-$116M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$519M +$14.6M +220,814 +3%
Mariner
27
Mariner
Kansas
$517M +$19.9M +301,803 +4%
AssetMark Inc
28
AssetMark Inc
California
$517M +$4.21M +63,866 +0.9%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$477M -$2.46M -37,267 -0.5%
HighTower Advisors
30
HighTower Advisors
Illinois
$464M +$10.8M +163,850 +3%
AllianceBernstein
31
AllianceBernstein
Tennessee
$456M -$15.7M -238,649 -4%
KeyBank National Association
32
KeyBank National Association
Ohio
$418M +$66M +1,001,061 +20%
FCBT
33
First Citizens Bank & Trust
North Carolina
$406M +$12.5M +189,545 +3%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$403M -$87.5M -1,328,114 -19%
Charles Schwab
35
Charles Schwab
California
$387M -$21.9M -332,339 -6%
BP
36
Ballentine Partners
Massachusetts
$381M +$11.4M +172,232 +3%
Franklin Resources
37
Franklin Resources
California
$379M -$13.9M -210,213 -4%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$365M +$29.8M +451,382 +10%
UCFA
39
United Capital Financial Advisors
Texas
$324M -$211M -3,206,522 -41%
Osaic Holdings
40
Osaic Holdings
Arizona
$320M -$93.5M -1,418,636 -24%
SEI Investments
41
SEI Investments
Pennsylvania
$318M -$12.5M -189,210 -4%
CAM
42
Cresset Asset Management
Illinois
$316M -$17M -257,457 -5%
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$305M +$96.8M +1,468,629 +51%
NMIMC
44
Northwestern Mutual Investment Management Company
Wisconsin
$303M -$49.1M -744,500 -15%
CPCM
45
Cornerstone Partners Capital Management
Virginia
$297M -$14.9M -226,513 -5%
AA
46
Alesco Advisors
New York
$297M +$7.17M +108,801 +3%
APF
47
Alaska Permanent Fund
Alaska
$270M -$35.5M -538,895 -12%
GC
48
Grimes & Company
Massachusetts
$269M +$1.47M +22,332 +0.6%
AAS
49
Avantax Advisory Services
Texas
$264M +$12.4M +188,076 +5%
Members Trust
50
Members Trust
Florida
$263M -$28.8M -437,185 -10%
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IEFA Hedge Fund Activity: Q4 2023 in Review

1,743 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q4 2023, worth a combined $98B — up 21% from $81B a quarter earlier.

Buyers outnumbered sellers: 248 funds opened new IEFA positions and 60 closed out — a net gain of 188 holders — while 719 added to existing stakes and 611 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.74B. The largest seller was United Capital Financial Advisors, cutting an estimated $211M.

  • 1,743 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q4 2023, up from 1,579 in Q3 2023.
  • Funds reported $98B of iShares Core MSCI EAFE ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 248 funds opened new iShares Core MSCI EAFE ETF positions in Q4 2023 and 60 closed out, a net change of +188 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q4 2023 was Morgan Stanley, an estimated $5.74B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2023.