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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
EFS
726
Econ Financial Services
Pennsylvania
$2.8M +$1.01M +14,905 +56%
RC
727
Roundview Capital
New Jersey
$2.8M +$8.27K +122 +0.3%
KIG
728
Kowal Investment Group
Wisconsin
$2.79M +$1.42M +20,882 +102%
MBFW
729
Morton Brown Family Wealth
Pennsylvania
$2.77M -$498K -7,345 -15%
HI
730
Harbour Investments
Wisconsin
$2.75M -$2.37M -34,970 -46%
EWM
731
Endowment Wealth Management
Wisconsin
$2.75M -$23.3K -343 -0.8%
SAM
732
Silvercrest Asset Management
New York
$2.68M -$41.2K -608 -2%
CT
733
Columbia Trust
Oregon
$2.68M +$243K +3,577 +10%
HT
734
Heritage Trust
Oklahoma
$2.67M -$66.4K -979 -2%
SWM
735
Shelton Wealth Management
Texas
$2.65M -$103K -1,513 -4%
ICM
736
Islay Capital Management
Texas
$2.64M -$1.45M -21,422 -35%
PAM
737
Palisade Asset Management
Minnesota
$2.64M +$13K +191 +0.5%
HR
738
Howe & Rusling
New York
$2.63M +$281K +4,141 +12%
EIP
739
Ellis Investment Partners
Pennsylvania
$2.58M +$799K +11,787 +45%
BWM
740
Brown Wealth Management
Illinois
$2.56M +$2.57M +37,871 New
LNC
741
Lincoln National Corp
Pennsylvania
$2.55M +$421K +6,212 +20%
AF
742
Affiance Financial
Minnesota
$2.53M +$1M +14,767 +65%
AC
743
Apella Capital
Connecticut
$2.49M +$2.5M +36,936 New
LIM
744
Leavell Investment Management
Alabama
$2.49M -$158K -2,331 -6%
VAS
745
Vestmark Advisory Solutions
Massachusetts
$2.48M +$357K +5,264 +17%
NAS
746
NWF Advisory Services
California
$2.47M
LC
747
Lavaca Capital
Texas
$2.45M +$124K +1,825 +5%
TI
748
tru Independence
Oregon
$2.43M -$47.7K -703 -2%
JWM
749
JGP Wealth Management
Oregon
$2.43M -$264K -3,889 -10%
WS
750
Wedbush Securities
California
$2.42M +$786K +11,583 +48%

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.