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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
MIA
601
MainStreet Investment Advisors
Illinois
$4.71M -$1.22M -17,963 -20%
Bessemer Group
602
Bessemer Group
New Jersey
$4.7M -$2.01M -29,658 -30%
FWM
603
Fortress Wealth Management
California
$4.69M -$528K -7,790 -10%
USAA
604
United Services Automobile Association
Texas
$4.68M -$1.22M -17,963 -21%
AWMG
605
Alliance Wealth Management Group
New Jersey
$4.67M +$133K +1,957 +3%
AW
606
Avion Wealth
Texas
$4.64M -$21.8K -322 -0.5%
CA
607
Continuum Advisory
Idaho
$4.6M +$34.2K +505 +0.7%
CFD
608
Creative Financial Designs
Indiana
$4.59M +$200K +2,956 +5%
CGFA
609
Colton Groome Financial Advisors
North Carolina
$4.59M +$1.99M +29,397 +76%
MNBTD
610
Moody National Bank Trust Division
Texas
$4.58M
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$4.55M -$203 -3 -0%
Principal Financial Group
612
Principal Financial Group
Iowa
$4.53M
EWA
613
EP Wealth Advisors
California
$4.51M +$37.3M +550,394 +10,000%
TWM
614
Tanglewood Wealth Management
Texas
$4.5M +$405K +5,971 +10%
RBC
615
Roble Belko & Company
Pennsylvania
$4.48M -$4.21K -62 -0.1%
FCIM
616
Fairview Capital Investment Management
California
$4.48M -$3.39K -50 -0.1%
EPA
617
Element Pointe Advisors
Florida
$4.47M +$2.02M +29,755 +82%
TA
618
TFB Advisors
Kansas
$4.45M +$1.11M +16,319 +33%
CIAS
619
Capital Investment Advisory Services
North Carolina
$4.41M +$488K +7,197 +12%
JF
620
Jump Financial
Illinois
$4.41M +$4.43M +65,349 New
CIAS
621
CFS Investment Advisory Services
New Jersey
$4.41M +$114K +1,687 +3%
DWT
622
Dorsey & Whitney Trust
South Dakota
$4.39M +$368K +5,432 +9%
AWA
623
Aletheian Wealth Advisors
Washington
$4.38M +$233K +3,436 +6%
BRM
624
Boston Research & Management
Massachusetts
$4.37M -$20.3K -300 -0.5%
WWP
625
Waypoint Wealth Partners
California
$4.35M -$36.3K -535 -0.8%

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.