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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
PPG
1101
Peak Planning Group
Colorado
$617K +$9.83K +145 +2%
HG
1102
Harbor Group
New Hampshire
$611K
TF
1103
Tompkins Financial
New York
$610K
Fiera Capital (Canada)
1104
Fiera Capital (Canada)
Quebec, Canada
$608K -$168K -2,480 -22%
CWS
1105
Cypress Wealth Services
California
$606K +$52.1K +768 +10%
SBH
1106
Segall Bryant & Hamill
Illinois
$604K -$41K -605 -6%
AF
1107
Apexium Financial
Texas
$596K +$599K +8,833 New
ERWM
1108
Elk River Wealth Management
Colorado
$596K +$12.5K +184 +2%
BW
1109
BIP Wealth
Georgia
$594K -$286K -4,215 -32%
T
1110
TrueFG
Texas
$592K +$4.34K +64 +0.7%
BWM
1111
BCGM Wealth Management
Indiana
$588K -$11.5K -170 -2%
SWM
1112
Sugarloaf Wealth Management
Georgia
$587K -$62.1K -916 -10%
PI
1113
PFG Investments
New York
$577K +$22.2K +327 +4%
FPGK
1114
Financial Partners Group (Kansas)
Kansas
$573K +$325K +4,786 +129%
RCG
1115
Regatta Capital Group
California
$571K -$77.9K -1,148 -12%
HFA
1116
High Falls Advisors
New York
$571K -$8.27K -122 -1%
IAA
1117
Ironsides Asset Advisors
North Carolina
$571K -$4.68K -69 -0.8%
NBT
1118
Northwest Bank & Trust
Iowa
$570K +$573K +8,447 New
PTC
1119
Philadelphia Trust Company
Pennsylvania
$569K
SWA
1120
SOA Wealth Advisors
New York
$567K +$61K +899 +12%
PA
1121
Planning Alternatives
Michigan
$560K -$47.4K -699 -8%
BW
1122
Bison Wealth
Georgia
$557K +$560K +8,254 New
FWM
1123
FMB Wealth Management
California
$557K
DWP
1124
Daymark Wealth Partners
Ohio
$554K -$339 -5 -0.1%
BOSSRA
1125
B.O.S.S. Retirement Advisors
Utah
$554K -$2.85K -42 -0.5%

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.