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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
CFA
776
CWS Financial Advisors
Michigan
$2.14M -$32K -472 -1%
PFS
777
Prospera Financial Services
Texas
$2.14M +$157K +2,318 +8%
CTA
778
Colonial Trust Advisors
South Carolina
$2.13M -$126K -1,860 -6%
OP
779
ORG Partners
Indiana
$2.13M +$127K +1,877 +6%
VA
780
Valmark Advisers
Ohio
$2.12M -$89.4K -1,318 -4%
FA
781
Fountainhead AM
New Jersey
$2.11M +$39.1K +576 +2%
FFA
782
Fi3 Financial Advisors
Indiana
$2.1M -$2.32M -34,143 -52%
RPSA
783
Richard P. Slaughter Associates
Texas
$2.1M -$49.8K -734 -2%
LFAS
784
Level Four Advisory Services
Texas
$2.09M +$74.4K +1,097 +4%
BJL
785
Brighton Jones LLC
Washington
$2.08M +$959K +14,134 +85%
CIBC Private Wealth Group
786
CIBC Private Wealth Group
Georgia
$2.07M -$181K -2,674 -8%
EAM
787
Evanson Asset Management
California
$2.06M
LC
788
LTG Capital
Massachusetts
$2.06M +$56.8K +837 +3%
CCM
789
Carlson Capital Management
Minnesota
$2.06M
I2I
790
Insight 2811 Inc
Illinois
$2.05M +$30.4K +449 +1%
MSWMA
791
Market Street Wealth Management Advisors
Indiana
$2.04M -$14.2K -210 -0.7%
SC
792
Schiavi & Co
Delaware
$2.03M +$2.31K +34 +0.1%
IGWM
793
ICA Group Wealth Management
Colorado
$2.02M +$1.27M +18,791 +169%
OAM
794
Occidental Asset Management
California
$2.01M +$2.02M +29,848 New
TFS
795
Thoroughbred Financial Services
Tennessee
$2.01M +$54.9K +809 +3%
CP
796
Capital Planning
Washington
$2.01M -$87.5K -1,291 -4%
PPW
797
PACK Private Wealth
Minnesota
$2M +$2.58K +38 +0.1%
PCM
798
Parsons Capital Management
Rhode Island
$2M +$202K +2,983 +11%
LT
799
Legacy Trust
Michigan
$2M +$130K +1,910 +7%
FWM
800
Forza Wealth Management
Florida
$1.98M

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.