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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
ASBI
1001
American State Bank (Iowa)
Iowa
$880K +$6.44K +95 +0.7%
CF
1002
Centaurus Financial
California
$877K -$850K -12,533 -49%
JIC
1003
Johnson Investment Counsel
Ohio
$876K +$66.9K +987 +8%
CIC
1004
Carnegie Investment Counsel
Ohio
$875K -$7.12K -105 -0.8%
AGP
1005
Autumn Glory Partners
Texas
$869K +$873K +12,870 New
CAM
1006
Columbia Asset Management
Michigan
$868K +$10.2K +150 +1%
PA
1007
Procyon Advisors
Connecticut
$859K -$1.6M -23,660 -65%
EDRIA
1008
Edmonds Duncan Registered Investment Advisors
Kansas
$857K
HWA
1009
HCR Wealth Advisors
California
$847K -$12.6K -186 -1%
CIA
1010
Choate Investment Advisors
Massachusetts
$842K +$231K +3,400 +37%
VCS
1011
Vaughan & Co Securities
New Jersey
$841K
PIA
1012
Perennial Investment Advisors
California
$837K -$9.97K -147 -1%
PPW
1013
Presilium Private Wealth
Pennsylvania
$832K +$630K +9,290 +305%
EWM
1014
EPG Wealth Management
Georgia
$830K +$6.65K +98 +0.8%
HCM
1015
Hengehold Capital Management
Ohio
$828K
CWP
1016
Cyndeo Wealth Partners
Florida
$819K -$15.4K -227 -2%
CRC
1017
Curi RMB Capital
Illinois
$817K -$284K -4,190 -26%
FNC
1018
First National Corp
Massachusetts
$816K -$44.4K -655 -5%
CF
1019
Cantor Fitzgerald
New York
$816K -$3.53K -52 -0.4%
CFS
1020
CRA Financial Services
New Jersey
$812K +$6.71K +99 +0.8%
SSWG
1021
Seven Springs Wealth Group
Tennessee
$812K -$2.51K -37 -0.3%
COCM
1022
Charter Oak Capital Management
New Hampshire
$812K +$4.54K +67 +0.6%
AP
1023
Adero Partners
California
$804K +$1.97K +29 +0.2%
HPC
1024
HM Payson & Co
Maine
$801K -$32.2K -475 -4%
TWA
1025
Talisman Wealth Advisors
New Jersey
$801K -$17K -251 -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.