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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
WSFS
751
Wilmington Savings Fund Society
Delaware
$2.42M -$218K -3,209 -8%
4FG
752
4Thought Financial Group
New York
$2.38M +$397K +5,850 +20%
DP
753
Denver PWM
Colorado
$2.36M +$41.6K +613 +2%
HA
754
Hofer & Associates
California
$2.35M +$2.36M +34,770 New
NSIM
755
North Star Investment Management
Illinois
$2.35M +$19.7K +290 +0.8%
RWA
756
Ropes Wealth Advisors
Massachusetts
$2.33M +$16.3K +241 +0.7%
1WA
757
180 Wealth Advisors
Washington
$2.32M -$12.5K -185 -0.5%
DADC
758
D.A. Davidson & Co
Montana
$2.3M -$5.7K -84 -0.2%
PP
759
PrairieView Partners
Minnesota
$2.29M -$93.2K -1,375 -4%
CWA
760
Canvas Wealth Advisors
Kansas
$2.28M +$161K +2,378 +8%
BWCS
761
Beirne Wealth Consulting Services
Connecticut
$2.26M +$1.2M +17,697 +112%
WB
762
WesBanco Bank
West Virginia
$2.26M +$266K +3,915 +13%
PP
763
Prudential plc
United Kingdom
$2.21M -$529K -7,800 -19%
VWM
764
Valley Wealth Managers
New Jersey
$2.21M -$63.4K -935 -3%
AWM
765
Accurate Wealth Management
Florida
$2.2M +$874K +12,882 +68%
MSWM
766
McGlone Suttner Wealth Management
Wisconsin
$2.2M -$136K -2,005 -6%
FC
767
Fulcrum Capital
Washington
$2.19M
WIP
768
WealthCare Investment Partners
Rhode Island
$2.19M -$28.4K -419 -1%
CL
769
COWA LLC
Oklahoma
$2.18M -$23.9M -352,315 -92%
CSWG
770
Cardinal Strategic Wealth Guidance
Kentucky
$2.18M -$69.1K -1,019 -3%
AF
771
AtlasMark Financial
Texas
$2.17M -$6.65K -98 -0.3%
AR
772
Apeiron RIA
Texas
$2.16M +$5.49K +81 +0.3%
V
773
Veritable
Delaware
$2.16M +$906K +13,367 +72%
RWML
774
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.15M -$8.21K -121 -0.4%
LWA
775
Lineweaver Wealth Advisors
Ohio
$2.15M +$15.9K +235 +0.7%

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.