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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
TPW
976
TL Private Wealth
Texas
$967K +$8.48K +125 +0.9%
E
977
ETFidea
New York
$966K +$178K +2,628 +22%
GWM
978
GDS Wealth Management
Texas
$966K -$74.8K -1,103 -7%
AWMS
979
Advocacy Wealth Management Services
Georgia
$965K +$495K +7,298 +104%
PP
980
Pegasus Partners
Wisconsin
$962K -$13.7K -202 -1%
GA
981
Goldstein Advisors
Wisconsin
$952K -$135K -1,995 -12%
GA
982
GoalVest Advisory
New York
$951K +$591K +8,714 +162%
OW
983
Olistico Wealth
Oklahoma
$946K +$10.5K +155 +1%
EW
984
Enzi Wealth
Texas
$941K -$389K -5,730 -30%
MOS
985
MGO One Seven
Ohio
$940K -$1.07M -15,818 -53%
LJAC
986
L.J. Altfest & Co
New York
$940K +$214K +3,158 +29%
NPP
987
New Potomac Partners
Maryland
$940K -$63.4K -935 -6%
AWM
988
Avondale Wealth Management
Texas
$936K -$102K -1,500 -10%
JFA
989
JNBA Financial Advisors
Minnesota
$936K +$61.9K +913 +7%
P
990
Pitcairn
Pennsylvania
$935K -$389K -5,740 -29%
RA
991
Rise Advisors
New York
$933K -$35.2K -519 -4%
LSPW
992
Lake Street Private Wealth
Illinois
$928K +$2.51K +37 +0.3%
SSW
993
Stone Summit Wealth
Florida
$927K +$22.7K +334 +2%
AWS
994
AJ Wealth Strategies
New York
$925K -$1.66M -24,497 -64%
MWM
995
Madison Wealth Management
Ohio
$924K -$6.17K -91 -0.7%
MCM
996
MV Capital Management
Maryland
$913K +$123K +1,819 +16%
BFS
997
Bradley Foster & Sargent
Connecticut
$913K +$226K +3,336 +33%
FCB
998
First County Bank
Connecticut
$899K -$200K -2,945 -18%
HNB
999
Huntington National Bank
Ohio
$897K
TCM
1000
Tufton Capital Management
Maryland
$896K +$15.9K +235 +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.