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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
GSC
1076
G&S Capital
Colorado
$688K +$297K +4,384 +75%
SAM
1077
Strategy Asset Managers
California
$687K -$486K -7,161 -41%
SOS
1078
Silver Oak Securities
Tennessee
$686K +$60.2K +887 +10%
CFAM
1079
Coury Firm Asset Management
Pennsylvania
$686K +$182K +2,690 +36%
TCM
1080
TD Capital Management
Tennessee
$684K +$6.1K +90 +0.9%
AA
1081
Advisory Alpha
Michigan
$676K +$17.3K +255 +3%
JE
1082
JMAC Enterprises
Pennsylvania
$676K +$679K +10,010 New
IAG
1083
Investmark Advisory Group
Connecticut
$666K +$11.6K +171 +2%
CCA
1084
Cobblestone Capital Advisors
New York
$665K +$2.31K +34 +0.3%
LWA
1085
Lowe Wealth Advisors
Maryland
$662K -$20.7K -305 -3%
MSFS
1086
Main Street Financial Solutions
Pennsylvania
$655K +$68 +1 +0%
RRA
1087
Round Rock Advisors
Connecticut
$652K -$3.39K -50 -0.5%
HSG
1088
Helen Stephens Group
Texas
$649K -$771K -11,375 -54%
HL
1089
HeadInvest LLC
Maine
$634K +$637K +9,399 New
C
1090
CEDRUS
Colorado
$634K -$6.31K -93 -1%
TVAMP
1091
Tennessee Valley Asset Management Partners
Tennessee
$633K +$65K +959 +11%
HI
1092
Human Investing
Oregon
$630K +$158K +2,337 +33%
GP
1093
Girard Partners
Pennsylvania
$630K -$84.8K -1,251 -12%
JIP
1094
Jaffetilchin Investment Partners
Florida
$626K +$10.3K +152 +2%
VP
1095
Verum Partners
North Carolina
$625K +$5.36K +79 +0.9%
GWM
1096
Grand Wealth Management
Michigan
$623K
RJTCONH
1097
Raymond James Trust Company of New Hampshire
New Hampshire
$622K -$9.63K -142 -2%
CPW
1098
Catalyst Private Wealth
California
$621K -$6.65K -98 -1%
C
1099
Certuity
Florida
$620K +$253K +3,730 +68%
SCP
1100
Sandhill Capital Partners
New York
$620K

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.