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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
IAA
801
Independent Advisor Alliance
North Carolina
$1.98M -$33K -487 -2%
FI
802
Financial Insights
Washington
$1.97M -$3.12K -46 -0.2%
LA
803
Lane & Associates
New Jersey
$1.97M +$346K +5,096 +21%
USCWA
804
U.S. Capital Wealth Advisors
Texas
$1.96M -$758K -11,171 -28%
CW
805
CIC Wealth
Maryland
$1.96M +$54.6K +805 +3%
WBG
806
Wharton Business Group
Pennsylvania
$1.96M -$54.2K -799 -3%
EPP
807
ETF Portfolio Partners
Kansas
$1.95M +$345K +5,087 +21%
CAL
808
Capital Advisors Ltd
Ohio
$1.95M +$112K +1,648 +6%
MFG
809
Magnus Financial Group
New York
$1.95M -$225K -3,320 -10%
IAG
810
Investment Advisory Group
Massachusetts
$1.94M +$190K +2,800 +11%
MA
811
MAS Advisors
Florida
$1.93M
LGWM
812
Litman Gregory Wealth Management
California
$1.92M +$1.68M +24,740 +659%
BG
813
Benedetti & Gucer
Georgia
$1.91M -$44.9K -662 -2%
SRC
814
Shufro Rose & Co
New York
$1.9M -$405K -5,976 -17%
JFG
815
JDM Financial Group
Texas
$1.89M +$9.43K +139 +0.5%
NWM
816
Northwest Wealth Management
Iowa
$1.89M -$58.3K -859 -3%
PL
817
Plancorp LLC
Missouri
$1.89M -$3.32M -48,941 -64%
SIG
818
Stonegate Investment Group
Alabama
$1.85M +$26K +384 +1%
OCM
819
Objective Capital Management
Ohio
$1.85M -$96.6K -1,425 -5%
NB
820
Northwest Bancshares
Pennsylvania
$1.83M -$225K -3,324 -11%
VC
821
Veracity Capital
Georgia
$1.82M -$54.7K -807 -3%
SLT
822
St Louis Trust
Missouri
$1.81M
BWIA
823
Bryant Woods Investment Advisors
New York
$1.81M -$199K -2,936 -10%
WF
824
Welch & Forbes
Massachusetts
$1.81M +$478K +7,045 +36%
SWPG
825
Strategic Wealth Partners Group
Illinois
$1.81M +$68.4K +1,009 +4%

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.