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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
IC
1151
Inscription Capital
Texas
$504K -$1.15K -17 -0.2%
CWM
1152
Centurion Wealth Management
Virginia
$502K +$68 +1 +0%
MA
1153
MBA Advisors
Pennsylvania
$502K -$14.6K -216 -3%
WI
1154
Wintrust Investments
Illinois
$500K +$35.7K +527 +8%
FIA
1155
Foundations Investment Advisors
Arizona
$499K +$197K +2,900 +65%
NIC
1156
Northwest Investment Counselors
Oregon
$499K +$949 +14 +0.2%
BCP
1157
Blue Chip Partners
Michigan
$498K +$9.43K +139 +2%
FFA
1158
Founders Financial Alliance
North Carolina
$497K +$54K +797 +12%
MWM
1159
Meridian Wealth Management
Kentucky
$495K -$31.8K -469 -6%
FWIA
1160
Fort Washington Investment Advisors
Ohio
$493K -$29.9K -441 -6%
LPT
1161
Legacy Private Trust
Wisconsin
$491K +$23.9K +352 +5%
RFG
1162
Range Financial Group
Oregon
$490K -$1.65M -24,387 -77%
KPWG
1163
KFA Private Wealth Group
Virginia
$481K -$4.41K -65 -0.9%
PWP
1164
Private Wealth Partners
California
$478K -$11.2K -165 -2%
CCP
1165
Clarkston Capital Partners
Michigan
$476K
AIC
1166
Archer Investment Corporation
Indiana
$476K -$39.1K -577 -8%
BFC
1167
Blue Fin Capital
Rhode Island
$473K +$9.09K +134 +2%
OWP
1168
Obermeyer Wealth Partners
Colorado
$473K -$9.09K -134 -2%
M
1169
MOTCO
Texas
$472K +$99.8K +1,472 +27%
SAF
1170
Smith Anglin Financial
Texas
$471K -$2.2M -32,485 -82%
D
1171
Diversified
Delaware
$468K -$475 -7 -0.1%
ES
1172
ETF Store
Kansas
$465K +$114K +1,681 +33%
TAM
1173
Townsend Asset Management
North Carolina
$463K +$3.19K +47 +0.7%
EAM
1174
Empirical Asset Management
Massachusetts
$463K -$23.6K -348 -5%
GJIA
1175
Glass Jacobson Investment Advisors
Maryland
$462K +$464K +6,848 New

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.