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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
SWP
1126
ShoreHaven Wealth Partners
New Jersey
$551K -$113K -1,670 -17%
CCFM
1127
Clear Creek Financial Management
Washington
$551K -$1.7K -25 -0.3%
IWMWV
1128
Ironwood Wealth Management (West Virginia)
West Virginia
$549K -$65.9K -972 -10%
BC
1129
Barrett & Company
Rhode Island
$548K +$9.22K +136 +2%
EWP
1130
Elevation Wealth Partners
California
$548K -$215K -3,167 -29%
HF
1131
HRT Financial
New York
$545K -$1.65M -24,394 -75%
SDWMA
1132
Schneider Downs Wealth Management Advisors
Pennsylvania
$540K -$194K -2,857 -26%
WCP
1133
Wick Capital Partners
Pennsylvania
$539K
AFM
1134
Armstrong Fleming & Moore
District of Columbia
$535K +$537K +7,921 New
CHC
1135
City Holding Co
West Virginia
$533K
WTFG
1136
Wells Trecaso Financial Group
Ohio
$533K +$173K +2,552 +48%
BFA
1137
BMS Financial Advisors
South Dakota
$533K +$2.31K +34 +0.4%
EBWM
1138
Eagle Bluffs Wealth Management
Missouri
$532K
TP
1139
Tranquility Partners
Tennessee
$528K +$71.7K +1,058 +16%
MLA
1140
My Legacy Advisors
Oregon
$528K -$117K -1,720 -18%
QCM
1141
Quantinno Capital Management
New York
$527K +$291K +4,298 +123%
TPWM
1142
Twelve Points Wealth Management
Massachusetts
$524K -$98.9K -1,458 -16%
EW
1143
Evoke Wealth
California
$523K -$60.8K -896 -10%
DI
1144
DFPG Investments
Utah
$522K -$63.5K -937 -11%
CAP
1145
Columbia Advisory Partners
Washington
$518K -$366K -5,401 -41%
UW
1146
Unique Wealth
Florida
$515K -$49.4K -729 -9%
HWA
1147
Hilltop Wealth Advisors
North Carolina
$515K -$15.9K -234 -3%
EWM
1148
Empirical Wealth Management
Washington
$512K -$14.4K -213 -3%
EFS
1149
Essex Financial Services
Connecticut
$508K +$68 +1 +0%
KW
1150
KWB Wealth
California
$505K -$321K -4,739 -39%

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.