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iShares Core MSCI EAFE ETF
IEFA

1,743 hedge funds and large institutions have $98B invested in iShares Core MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 719 increasing their positions, 611 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 248 | Existing positions closed: 60

187% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $4.27M

21% more capital invested

Capital invested by funds: $81B → $98B (+$17B)

18% more repeat investments, than reductions

Existing positions increased: 719 | Existing positions reduced: 611

10% more funds holding

Funds holding: 1,579 → 1,743 (+164)

10% more funds holding in top 10

Funds holding in top 10: 308 → 340 (+32)

6.79% more ownership

Funds ownership: 85.01% → 91.8% (+6.8%)

Holders
1,743
Holders Change
+164
Holders Change %
+10.39%
% of All Funds
25.41%
Holding in Top 10
340
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+10.39%
% of All Funds
4.96%
New
248
Increased
719
Reduced
611
Closed
60
Calls
$12.2M
Puts
$4.27M
Net Calls
+$7.97M
Net Calls Change
+$1.61M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.74B
2
Goldman Sachs
Goldman Sachs
New York
+$834M
3
JP Morgan Chase
JP Morgan Chase
New York
+$383M
4
Bank of America
Bank of America
North Carolina
+$320M
5
Wells Fargo
Wells Fargo
California
+$257M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$211M
2
BlackRock
BlackRock
New York
-$163M
3
BL
Balentine LLC
Georgia
-$144M
4
UBS Group
UBS Group
Switzerland
-$121M
5
Jane Street
Jane Street
New York
-$116M
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
776
Iconiq Capital
California
$2.7M -$3.98M -60,457 -61%
WAP
777
Wealthcare Advisory Partners
Pennsylvania
$2.69M -$79.2K -1,201 -3%
CWA
778
Canvas Wealth Advisors
Kansas
$2.67M +$352K +5,335 +16%
WS
779
Wedbush Securities
California
$2.66M -$2.97K -45 -0.1%
BCM
780
Brookstone Capital Management
Illinois
$2.64M -$942K -14,298 -28%
CFGA
781
Cambridge Financial Group (Arizona)
Arizona
$2.63M +$2.46M +37,369 New
MFG
782
Magnus Financial Group
New York
$2.62M +$306K +4,642 +14%
CWM
783
Certus Wealth Management
California
$2.62M -$372K -5,650 -13%
MWM
784
Meridian Wealth Management
Kentucky
$2.6M +$2.09M +31,734 +602%
PFM
785
Peak Financial Management
Massachusetts
$2.6M -$499K -7,577 -17%
HT
786
Heritage Trust
Oklahoma
$2.6M -$127K -1,924 -5%
HA
787
Hofer & Associates
California
$2.57M +$73.9K +1,121 +3%
CG
788
Cynosure Group
Utah
$2.54M -$1.25K -19 -0.1%
MBFW
789
Morton Brown Family Wealth
Pennsylvania
$2.54M -$165K -2,502 -6%
AFS
790
Annapolis Financial Services
Maryland
$2.53M -$358K -5,430 -13%
SAM
791
Silvercrest Asset Management
New York
$2.51M -$91.2K -1,384 -4%
CCM
792
Carlson Capital Management
Minnesota
$2.5M +$310K +4,701 +15%
LA
793
Lane & Associates
New Jersey
$2.5M +$364K +5,524 +18%
FCP
794
Fidelis Capital Partners
Florida
$2.5M +$777K +11,785 +50%
CI Investments Inc
795
CI Investments Inc
Ontario, Canada
$2.5M -$584K -8,862 -20%
OC
796
OxenFree Capital
Florida
$2.49M +$2.33M +35,411 New
FA
797
Fountainhead AM
New Jersey
$2.49M +$197K +2,994 +9%
PPC
798
Park Place Capital
Alabama
$2.46M +$118K +1,787 +5%
CBA
799
Coastal Bridge Advisors
Connecticut
$2.45M +$716K +10,862 +45%
3IP
800
3Chopt Investment Partners
Virginia
$2.44M -$54K -819 -2%
30 31
32
33 34

IEFA Hedge Fund Activity: Q4 2023 in Review

1,743 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q4 2023, worth a combined $98B — up 21% from $81B a quarter earlier.

Buyers outnumbered sellers: 248 funds opened new IEFA positions and 60 closed out — a net gain of 188 holders — while 719 added to existing stakes and 611 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.74B. The largest seller was United Capital Financial Advisors, cutting an estimated $211M.

  • 1,743 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q4 2023, up from 1,579 in Q3 2023.
  • Funds reported $98B of iShares Core MSCI EAFE ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 248 funds opened new iShares Core MSCI EAFE ETF positions in Q4 2023 and 60 closed out, a net change of +188 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q4 2023 was Morgan Stanley, an estimated $5.74B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2023.