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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
AM
551
AGF Management
Ontario, Canada
$5.82M +$137K +2,020 +2%
BBWP
552
Beacon Bridge Wealth Partners
Pennsylvania
$5.81M +$333K +4,911 +6%
MFA
553
Mayflower Financial Advisors
Massachusetts
$5.8M +$908K +13,394 +18%
BHWA
554
Beacon Harbor Wealth Advisors
Virginia
$5.79M -$3.64M -53,737 -39%
CWM
555
Calamos Wealth Management
Illinois
$5.71M -$121K -1,789 -2%
LWP
556
Lumature Wealth Partners
Georgia
$5.71M +$24.1K +356 +0.4%
JJBC
557
James J. Burns & Company
New York
$5.69M +$294K +4,328 +5%
TTWM
558
TCV Trust & Wealth Management
Virginia
$5.66M -$2.65K -39 -0%
PCA
559
Providence Capital Advisors
North Carolina
$5.61M +$49.2K +726 +0.9%
LWANC
560
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.6M +$601K +8,863 +12%
CWA
561
Continuum Wealth Advisors
New York
$5.57M +$5.6M +82,574 New
RIG
562
Ramiah Investment Group
Wisconsin
$5.57M +$5.6M +82,569 New
WDG
563
Wealth Dimensions Group
Ohio
$5.54M -$211K -3,104 -4%
PFM
564
Peak Financial Management
Massachusetts
$5.53M -$25.4K -374 -0.5%
IF
565
Intrua Financial
Texas
$5.51M -$244K -3,591 -4%
WWA
566
WCG Wealth Advisors
Nevada
$5.42M +$4.44M +65,512 +441%
AI
567
Auour Investments
Massachusetts
$5.41M +$5.44M +80,158 New
BWL
568
Bogart Wealth LLC
Virginia
$5.37M +$4.75K +70 +0.1%
MA
569
Mutual Advisors
Nebraska
$5.37M +$1.26M +18,643 +31%
SS
570
Simplicity Solutions
Minnesota
$5.34M -$712K -10,492 -12%
MHWM
571
Montz Harcus Wealth Management
Louisiana
$5.32M +$56.2K +828 +1%
LCWP
572
Legacy Capital Wealth Partners
Arkansas
$5.29M +$2.17M +32,065 +69%
Millennium Management
573
Millennium Management
New York
$5.27M -$2.52M -37,171 -32%
SL
574
Sentinus LLC
Illinois
$5.25M +$2.35M +34,715 +81%
PTC
575
Private Trust Company
Ohio
$5.23M +$996K +14,682 +23%

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.