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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
EIG
1026
Ellenbecker Investment Group
Wisconsin
$799K +$26.7K +394 +3%
RW
1027
RVW Wealth
California
$798K -$4.27K -63 -0.5%
MMPW
1028
Mitchell McLeod Pugh & Williams
Alabama
$797K +$316K +4,654 +65%
SFP
1029
Sweet Financial Partners
Minnesota
$794K -$1.55M -22,878 -66%
SWM
1030
Silverlake Wealth Management
Vermont
$790K +$96.3K +1,420 +14%
NCM
1031
Northside Capital Management
Oregon
$788K +$14.9K +219 +2%
CPRC
1032
Consolidated Portfolio Review Corp
New York
$788K -$75.3K -1,111 -9%
RBC
1033
Romano Brothers & Co
Illinois
$778K
QCIG
1034
Quad-Cities Investment Group
Iowa
$777K +$27.5K +405 +4%
TFA
1035
Tranquilli Financial Advisor
New Jersey
$775K +$778K +11,479 New
QC
1036
Quent Capital
New York
$774K +$23.8K +351 +3%
TC
1037
Telemus Capital
Michigan
$771K +$53.2K +784 +7%
TC
1038
Trilogy Capital
California
$770K -$182K -2,684 -19%
BCG
1039
Breakwater Capital Group
New Jersey
$769K +$26.2K +386 +4%
MWM
1040
Merriman Wealth Management
Washington
$769K
SC
1041
SouthState Corp
Florida
$767K -$53.8K -793 -7%
DCM
1042
Dudley Capital Management
Virginia
$759K +$90.7K +1,338 +14%
MWM
1043
Maripau Wealth Management
Indiana
$758K +$123K +1,807 +19%
9WM
1044
9258 Wealth Management
Ohio
$757K +$116K +1,711 +18%
SIC
1045
Salem Investment Counselors
North Carolina
$756K -$41K -604 -5%
Lazard Asset Management
1046
Lazard Asset Management
New York
$753K -$751K -11,071 -50%
CT
1047
Cambridge Trust
Massachusetts
$746K -$141K -2,078 -16%
WMA
1048
West Michigan Advisors
Michigan
$746K +$92.9K +1,370 +14%
GWA
1049
GGM Wealth Advisors
Maryland
$744K +$12.7K +188 +2%
SYBT
1050
Stock Yards Bank & Trust
Kentucky
$742K +$179K +2,644 +32%

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.