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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
GFS
851
GYL Financial Synergies
Connecticut
$1.55M -$607K -8,952 -28%
SFG
852
Sovereign Financial Group
Connecticut
$1.53M -$367K -5,418 -19%
PP
853
Patron Partners
Texas
$1.53M -$42.2K -623 -3%
CWC
854
Carolinas Wealth Consulting
North Carolina
$1.53M -$580K -8,559 -27%
BCA
855
Bay Colony Advisors
Massachusetts
$1.52M +$44.1K +651 +3%
MYIA
856
Mount Yale Investment Advisors
Colorado
$1.52M +$394K +5,809 +35%
FCFC
857
First Citizens Financial Corp
Iowa
$1.52M +$1.53M +22,495 New
ZB
858
Zions Bancorporation
Utah
$1.51M
CMP
859
Courage Miller Partners
Virginia
$1.51M -$2.44K -36 -0.2%
LC
860
Lincoln Capital
Nebraska
$1.5M +$36.1K +533 +2%
HFS
861
Howard Financial Services
Texas
$1.49M +$35.7K +526 +2%
DIA
862
Dana Investment Advisors
Wisconsin
$1.49M +$1.23M +18,081 +457%
NEPWA
863
New England Private Wealth Advisors
Massachusetts
$1.49M +$237K +3,493 +19%
VCM
864
Vivaldi Capital Management
Illinois
$1.48M +$10.4K +153 +0.7%
GWCM
865
Godshalk Welsh Capital Management
Pennsylvania
$1.47M +$29.2K +430 +2%
AAS
866
Ameritas Advisory Services
Nebraska
$1.47M -$1.94M -28,622 -56%
AFS
867
Access Financial Services
Minnesota
$1.46M -$3.66K -54 -0.2%
CBFP
868
Cedar Brook Financial Partners
Ohio
$1.46M -$277K -4,080 -16%
CFA
869
Cahill Financial Advisors
Minnesota
$1.45M -$43.8K -646 -3%
State Street
870
State Street
Massachusetts
$1.45M -$264K -3,900 -15%
MAM
871
MMA Asset Management
Pennsylvania
$1.45M +$1.45M +21,445 New
WAL
872
W Advisors LLC
Tennessee
$1.45M -$136 -2 -0%
CT
873
Caldwell Trust
Florida
$1.45M +$947K +13,966 +187%
FB
874
Fulton Bank
Pennsylvania
$1.43M +$356K +5,250 +33%
GPWA
875
Great Point Wealth Advisors
Massachusetts
$1.43M -$25.2K -372 -2%

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.