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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
BI
1176
Berkeley Inc
Idaho
$462K +$2.92K +43 +0.6%
PIFP
1177
Partners in Financial Planning
Virginia
$462K +$5.42K +80 +1%
EF
1178
Empirical Finance
Pennsylvania
$462K -$2.24K -33 -0.5%
WC
1179
Waterloo Capital
Texas
$459K -$194K -2,865 -30%
SHFP
1180
Second Half Financial Partners
Florida
$455K +$457K +6,743 New
CG
1181
CFO4Life Group
Texas
$452K +$454K +6,699 New
GCA
1182
Gradient Capital Advisors
California
$452K -$1.63K -24 -0.4%
AI
1183
Accredited Investors
Minnesota
$452K -$8.48K -125 -2%
MC
1184
Middleton & Co
Massachusetts
$450K +$452K +6,670 New
AP
1185
Appleton Partners
Massachusetts
$447K +$49K +723 +12%
IF
1186
Ironwood Financial
Arizona
$446K -$8.21K -121 -2%
WWM
1187
Wiser Wealth Management
Georgia
$446K -$5.09K -75 -1%
BHIA
1188
Birch Hill Investment Advisors
Massachusetts
$444K +$45.2K +666 +11%
KBFS
1189
Kohmann Bosshard Financial Services
Ohio
$444K +$446K +6,580 New
ACM
1190
Ategra Capital Management
Virginia
$442K +$53.3K +786 +14%
NGA
1191
Naples Global Advisors
Florida
$442K +$444K +6,550 New
LWM
1192
Laidlaw Wealth Management
New York
$441K -$34.1K -503 -7%
EA
1193
Efficient Advisors
Ohio
$440K -$31.3K -461 -7%
KDA
1194
Kraft Davis & Associates
Missouri
$439K +$443K +6,538 New
BTWM
1195
Baker Tilly Wealth Management
Wisconsin
$438K
RT
1196
Rockland Trust
Massachusetts
$436K +$31.9K +471 +8%
PSP
1197
Principal Street Partners
Tennessee
$434K
CGPCS
1198
Capital Group Private Client Services
California
$432K +$162K +2,394 +60%
LFA
1199
LGT Financial Advisors
Texas
$432K +$434K +6,402 New
KA
1200
Kovack Advisors
Florida
$431K -$699K -10,311 -62%

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.