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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
WP
651
WealthSource Partners
California
$3.82M -$13.6K -201 -0.4%
CAG
652
Csenge Advisory Group
Florida
$3.79M +$1.72M +25,371 +82%
CA
653
Claro Advisors
Massachusetts
$3.78M +$1.57M +23,098 +70%
BCM
654
Brookstone Capital Management
Illinois
$3.77M +$160K +2,361 +4%
PAMG
655
Patton Albertson Miller Group
Tennessee
$3.76M -$566K -8,347 -13%
FUBT
656
First United Bank & Trust
Maryland
$3.76M -$13.5K -199 -0.4%
FAM
657
Frontier Asset Management
Wyoming
$3.75M -$1.55M -22,886 -29%
RZH
658
Relyea Zuckerberg Hanson
Connecticut
$3.74M +$435K +6,417 +13%
MCA
659
MSH Capital Advisors
Arizona
$3.73M -$55.1K -813 -1%
EW
660
Element Wealth
Mississippi
$3.71M -$121K -1,781 -3%
TC
661
TownSquare Capital
Utah
$3.71M +$2.11M +31,121 +131%
FG
662
Fiduciary Group
Georgia
$3.7M -$36.3K -536 -1%
GM
663
GeoWealth Management
Illinois
$3.65M +$664K +9,794 +22%
Koshinski Asset Management
664
Koshinski Asset Management
Illinois
$3.64M +$926K +13,651 +34%
SIA
665
Soltis Investment Advisors
Utah
$3.63M -$189K -2,786 -5%
CFO
666
CVA Family Office
Colorado
$3.62M +$2.51K +37 +0.1%
ES
667
Eagle Strategies
New York
$3.59M -$310K -4,576 -8%
GTAM
668
Global Trust Asset Management
Florida
$3.54M +$6.78K +100 +0.2%
KFP
669
KB Financial Partners
New Jersey
$3.53M
HIA
670
Harbor Investment Advisory
Maryland
$3.53M +$271 +4 +0%
WPWM
671
Windward Private Wealth Management
Kansas
$3.53M -$17K -251 -0.5%
IA
672
IFG Advisory
Georgia
$3.5M +$1.12M +16,564 +47%
WIA
673
World Investment Advisors
California
$3.5M -$25.1K -370 -0.7%
IWM
674
IHT Wealth Management
Illinois
$3.48M +$2.15M +31,695 +160%
STA
675
Summit Trail Advisors
New York
$3.47M +$65.2K +962 +2%

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.