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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
KWA
676
KCS Wealth Advisory
California
$3.46M +$14K +206 +0.4%
Nisa Investment Advisors
677
Nisa Investment Advisors
Missouri
$3.43M +$275K +4,050 +9%
ATC
678
Argent Trust Co
Tennessee
$3.42M +$142K +2,098 +4%
FTWA
679
Fifth Third Wealth Advisors
Ohio
$3.42M +$1.08M +15,943 +46%
SFA
680
Source Financial Advisors
New York
$3.41M +$492K +7,261 +17%
VI
681
Vestcor Inc
New Brunswick, Canada
$3.38M -$522K -7,700 -13%
OC
682
Oppenheimer & Co
New York
$3.38M +$25.8K +381 +0.8%
LF
683
Lee Financial
Texas
$3.37M -$1.86M -27,461 -35%
CFP
684
Cypress Financial Planning
New Jersey
$3.33M +$489K +7,209 +17%
EFM
685
Eley Financial Management
Vermont
$3.33M +$64.8K +956 +2%
HSWM
686
Hubbell Strickland Wealth Management
Louisiana
$3.29M +$186K +2,738 +6%
SL
687
SWMG LLC
Texas
$3.28M +$647K +9,536 +24%
KCM
688
Kanawha Capital Management
Virginia
$3.26M -$9.49K -140 -0.3%
BIA
689
Bigelow Investment Advisors
Maine
$3.25M +$38.7K +571 +1%
SXL
690
Summit X LLC
Missouri
$3.25M +$174K +2,568 +6%
JWCA
691
J.W. Cole Advisors
Florida
$3.25M +$518K +7,644 +19%
CTA
692
Chesley Taft & Associates
Illinois
$3.24M -$89.9K -1,325 -3%
FWP
693
FAS Wealth Partners
Kansas
$3.22M +$99K +1,460 +3%
FTS
694
Fifth Third Securities
Ohio
$3.21M +$51.3K +756 +2%
CAC
695
Certified Advisory Corp
Florida
$3.2M -$323K -4,759 -9%
WA
696
Waverly Advisors
Alabama
$3.17M +$402K +5,922 +14%
PM
697
Pembroke Management
Quebec, Canada
$3.17M +$34.5K +509 +1%
CI Investments Inc
698
CI Investments Inc
Ontario, Canada
$3.17M +$1.12M +16,573 +54%
FBA
699
Front Barnett Associates
Illinois
$3.17M -$294K -4,335 -8%
DB
700
Dravo Bay
Delaware
$3.16M -$493K -7,265 -13%

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.