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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
WRTC
876
Wind River Trust Company
Wyoming
$1.43M -$101K -1,489 -7%
FCP
877
Fidelis Capital Partners
Florida
$1.43M +$471K +6,950 +49%
WTA
878
Washington Trust Advisors
Massachusetts
$1.43M +$145K +2,132 +11%
NRC
879
New Republic Capital
North Carolina
$1.42M -$678 -10 -0%
FPAS
880
Focus Partners Advisor Solutions
Missouri
$1.41M -$363K -5,356 -20%
BWA
881
BlueSky Wealth Advisors
North Carolina
$1.4M -$111K -1,641 -7%
SPIO
882
Seven Post Investment Office
California
$1.4M -$13.6K -200 -1%
AFG
883
Arkansas Financial Group
Arkansas
$1.4M +$72.9K +1,075 +5%
CTWM
884
Cherry Tree Wealth Management
Minnesota
$1.4M +$1.4M +20,671 New
QPWM
885
Quadrant Private Wealth Management
Pennsylvania
$1.39M +$108K +1,593 +8%
AFO
886
Arrowroot Family Office
California
$1.39M -$557K -8,212 -28%
CFB
887
Cullen/Frost Bankers
Texas
$1.39M +$324K +4,780 +30%
SFG
888
StrategIQ Financial Group
Indiana
$1.39M -$11.1K -164 -0.8%
BIP
889
Blueprint Investment Partners
North Carolina
$1.38M -$3.89M -57,431 -74%
FAAM
890
First Ascent Asset Management
Colorado
$1.38M +$659K +9,722 +91%
PCA
891
Pallas Capital Advisors
Massachusetts
$1.38M +$46.4K +684 +4%
SW
892
StrongBox Wealth
Missouri
$1.38M +$497K +7,328 +56%
DFC
893
DBK Financial Counsel
Ohio
$1.37M -$15.6K -230 -1%
PIA
894
Pinion Investment Advisors
Kansas
$1.35M +$1.13M +16,663 +506%
EIA
895
Eldridge Investment Advisors
New Hampshire
$1.35M +$1.35M +19,941 New
TFA
896
Transamerica Financial Advisors
Florida
$1.34M -$819K -12,081 -38%
CWM
897
Cabot Wealth Management
Massachusetts
$1.34M -$50.5K -744 -4%
KL
898
KWMG LLC
Kansas
$1.33M -$293K -4,325 -18%
BF
899
Brooklyn FI
New York
$1.33M -$279K -4,118 -17%
SCM
900
Sebold Capital Management
Illinois
$1.32M -$243K -3,580 -15%

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.