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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
APWM
701
Atlas Private Wealth Management
New York
$3.12M +$1M +14,802 +47%
Empower Advisory Group
702
Empower Advisory Group
Colorado
$3.1M -$89.6K -1,321 -3%
PFM
703
Phillips Financial Management
Indiana
$3.1M -$19K -280 -0.6%
AWM
704
Avior Wealth Management
Nebraska
$3.07M +$303K +4,462 +11%
HCM
705
Hollencrest Capital Management
California
$3.05M -$102K -1,508 -3%
NFG
706
Nations Financial Group
Iowa
$3.04M +$270K +3,977 +10%
MCCA
707
Mill Creek Capital Advisors
Pennsylvania
$3.04M -$47.7K -703 -2%
AP
708
Arlington Partners
Alabama
$3.02M +$3.03M +44,731 New
PG
709
Patten Group
Tennessee
$3.01M +$122K +1,796 +4%
PBF
710
Petix & Botte Financial
California
$2.99M +$1.66M +24,492 +124%
CPC
711
Consolidated Planning Corp
Georgia
$2.99M +$3M +44,253 New
BAG
712
Briggs Advisory Group
Rhode Island
$2.97M +$42.9K +632 +1%
WAM
713
Wakefield Asset Management
Colorado
$2.96M +$131K +1,933 +5%
IC
714
Innealta Capital
Texas
$2.94M +$155K +2,287 +6%
CA
715
CSM Advisors
Pennsylvania
$2.94M
GT
716
Glenview Trust
Kentucky
$2.92M -$3.66K -54 -0.1%
BSW
717
Buckingham Strategic Wealth
Missouri
$2.89M +$161K +2,375 +6%
FNWM
718
Financial Network Wealth Management
Utah
$2.89M -$56.2K -829 -2%
WAP
719
Wealthcare Advisory Partners
Pennsylvania
$2.86M -$337K -4,962 -10%
CIR
720
Clear Investment Research
Georgia
$2.84M +$32.3K +476 +1%
AFS
721
Annapolis Financial Services
Maryland
$2.83M -$5.02K -74 -0.2%
AG
722
Ascent Group
Virginia
$2.83M -$454K -6,695 -14%
BWM
723
Boyd Wealth Management
California
$2.82M -$90.5K -1,334 -3%
MWP
724
Madison Wealth Partners
Wisconsin
$2.82M +$241K +3,561 +9%
MIM
725
Macroview Investment Management
Maryland
$2.81M +$71.8K +1,059 +3%

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.