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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
BC
576
Brio Consultants
California
$5.22M -$274K -4,035 -5%
SF
577
Summit Financial
New Jersey
$5.19M -$47.5K -700 -0.9%
CWM
578
Cahaba Wealth Management
Georgia
$5.18M -$602K -8,875 -10%
Luther King Capital Management (LKCM)
579
Luther King Capital Management (LKCM)
Texas
$5.16M
AIM
580
Aspen Investment Management
Michigan
$5.14M +$94.4K +1,392 +2%
HFRG
581
Houlihan Financial Resource Group
Virginia
$5.13M +$5.13M +75,632 New
RIA
582
Regal Investment Advisors
Michigan
$5.13M +$216K +3,189 +4%
MA
583
Montag & Associates
Georgia
$5.13M -$403K -5,941 -7%
GW
584
GW & Wade
Massachusetts
$5.07M -$107K -1,580 -2%
LG
585
Leuthold Group
Minnesota
$5.06M
TCM
586
Telos Capital Management
California
$5.04M +$173K +2,551 +4%
SGCA
587
Steel Grove Capital Advisors
Tennessee
$5.01M -$509K -7,501 -9%
AWM
588
AAF Wealth Management
Massachusetts
$5M +$39.2K +578 +0.8%
IP
589
Investment Partners
Ohio
$4.99M -$393K -5,788 -7%
AWA
590
Arete Wealth Advisors
Illinois
$4.97M +$1.28M +18,878 +35%
BWM
591
Birchcreek Wealth Management
Ohio
$4.96M +$462K +6,809 +10%
CWM
592
Certus Wealth Management
California
$4.95M +$4.97M +73,337 New
VWA
593
Visionary Wealth Advisors
Illinois
$4.94M +$1.63M +24,086 +49%
PAG
594
Paladin Advisory Group
Iowa
$4.89M -$92.8K -1,369 -2%
BFG
595
Bleakley Financial Group
New Jersey
$4.88M -$530K -7,819 -10%
BCA
596
Bray Capital Advisors
Florida
$4.81M -$98.1K -1,446 -2%
OWA
597
Outlook Wealth Advisors
Texas
$4.78M +$4.8M +70,796 New
FSWA
598
Financial Synergies Wealth Advisors
Texas
$4.77M -$6.78K -100 -0.1%
NCM
599
Next Capital Management
New York
$4.73M +$697K +10,279 +17%
EA
600
Emerald Advisors
Washington
$4.72M +$318K +4,693 +7%

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.