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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
TAIM
51
TD Ameritrade Investment Management
Nebraska
$246M -$9.76M -143,939 -4%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$243M -$1.01M -14,898 -0.4%
HCC
53
Hirtle Callaghan & Co
Pennsylvania
$239M +$21.8M +321,726 +10%
AAS
54
Avantax Advisory Services
Texas
$236M +$4.27M +62,967 +2%
Wellington Management Group
55
Wellington Management Group
Massachusetts
$235M -$61.9M -912,181 -21%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$214M +$326K +4,812 +0.2%
RIG
57
RiverFront Investment Group
Virginia
$205M +$12.5M +184,016 +6%
BB
58
Bell Bank
North Dakota
$203M +$6.61M +97,483 +3%
Allspring Global Investments
59
Allspring Global Investments
North Carolina
$192M -$5.48M -80,822 -3%
FT
60
Fiduciary Trust
Massachusetts
$189M +$49.1M +724,499 +35%
Charles Schwab
61
Charles Schwab
California
$186M -$7.19M -106,006 -4%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$182M +$1.45M +21,440 +0.8%
HTC
63
Haverford Trust Company
Pennsylvania
$182M +$2.05M +30,287 +1%
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$181M +$61M +899,957 +51%
Northern Trust
65
Northern Trust
Illinois
$179M -$20M -295,109 -10%
FHB
66
First Hawaiian Bank
Hawaii
$177M -$1.46M -21,548 -0.8%
Creative Planning
67
Creative Planning
Kansas
$173M +$1.39M +20,507 +0.8%
GT
68
Greenleaf Trust
Michigan
$172M +$1.97M +29,053 +1%
BBHC
69
Brown Brothers Harriman & Co
New York
$171M -$5.86M -86,448 -3%
CS
70
Credit Suisse
Switzerland
$167M
FCB
71
First Command Bank
Texas
$159M +$16.4M +241,530 +11%
FCFS
72
First Command Financial Services
Texas
$159M +$16.4M +241,530 +11%
BL
73
Balentine LLC
Georgia
$159M +$139M +2,052,361 +686%
MWM
74
Mission Wealth Management
California
$155M +$22.7M +334,057 +17%
PP
75
Passaic Partners
New Jersey
$153M +$21.7M +320,424 +16%

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.