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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
PFA
76
Pure Financial Advisors
California
$151M +$11.7M +173,113 +8%
CCWA
77
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$148M -$2.84M -41,856 -2%
MWM
78
Modera Wealth Management
New Jersey
$147M +$23.1M +340,355 +18%
JMPWA
79
JP Morgan Private Wealth Advisors
California
$141M -$33.8M -498,869 -19%
MMI
80
Matson Money Inc
Ohio
$140M -$124K -1,833 -0.1%
CFG
81
Citizens Financial Group
Rhode Island
$139M +$3.5M +51,633 +3%
NL
82
NEPC LLC
Massachusetts
$133M +$134M +1,969,554 +875,357%
MML Investors Services
83
MML Investors Services
Massachusetts
$131M +$21.5M +317,282 +20%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$126M -$21.2M -312,313 -14%
APCM
85
Alaska Permanent Capital Management
Alaska
$125M +$1.38M +20,311 +1%
TI
86
Truepoint Inc
Ohio
$118M -$2.01M -29,636 -2%
HHGA
87
Halbert Hargrove Global Advisors
California
$116M +$1.25M +18,380 +1%
Macquarie Group
88
Macquarie Group
Australia
$114M +$57.3M +844,199 +100%
CFG
89
CKW Financial Group
Hawaii
$114M -$6.87M -101,340 -6%
RIA
90
Retirement Investment Advisors
Oklahoma
$113M +$40.1M +590,812 +55%
HWA
91
Heritage Wealth Advisors
Virginia
$111M -$1.07M -15,715 -0.9%
FBFS
92
First Business Financial Services
Wisconsin
$110M -$1.63M -24,005 -1%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$108M -$302K -4,451 -0.3%
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$108M -$1.69M -24,939 -2%
Corient Private Wealth
95
Corient Private Wealth
Florida
$106M +$3.24M +47,746 +3%
HI
96
Horizon Investments
North Carolina
$105M +$95.8M +1,412,546 +1,030%
AWE
97
Avidian Wealth Enterprises
Texas
$99.5M -$6.06M -89,342 -6%
GSIS
98
Global Strategic Investment Solutions
Arizona
$98.6M +$13.9M +205,184 +16%
CAL
99
Capital Analysts LLC
Pennsylvania
$96.7M +$16.1M +236,707 +20%
CAN
100
Cetera Advisor Networks
California
$93.7M -$5.06M -74,564 -5%

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.