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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
ACA
1201
Aptus Capital Advisors
Alabama
$428K +$46.4K +684 +12%
LWM
1202
Lyell Wealth Management
California
$424K +$15.3K +225 +4%
MWM
1203
MorganRosel Wealth Management
Colorado
$423K +$27.4K +404 +7%
OFS
1204
OneAscent Financial Services
Alabama
$421K -$191K -2,820 -31%
SWM
1205
SeaCrest Wealth Management
New York
$420K -$17K -250 -4%
AHB
1206
Abner Herrman & Brock
New Jersey
$419K +$421K +6,214 New
KFI
1207
Key Financial Inc
Pennsylvania
$419K +$116K +1,709 +38%
NCM
1208
Northwest Capital Management
Oregon
$414K -$13.2K -194 -3%
LOPW
1209
Live Oak Private Wealth
North Carolina
$412K +$74.6K +1,100 +22%
MCA
1210
Maryland Capital Advisors
Maryland
$409K -$39.7K -586 -9%
CFO
1211
Collective Family Office
Pennsylvania
$408K
PA
1212
PFW Advisors
Georgia
$408K +$411K +6,054 New
OBWG
1213
Onyx Bridge Wealth Group
New York
$408K +$1.15K +17 +0.3%
WCM
1214
Windham Capital Management
Massachusetts
$405K
SB
1215
Simmons Bank
Arkansas
$399K -$154K -2,264 -28%
HIP
1216
HUB Investment Partners
Texas
$399K +$3.05K +45 +0.8%
GKWIM
1217
Gerber Kawasaki Wealth & Investment Management
California
$399K +$39.6K +584 +11%
RB
1218
Renasant Bank
Mississippi
$398K +$26.8K +395 +7%
MFWP
1219
Mosaic Family Wealth Partners
Missouri
$394K -$41.6K -613 -10%
CPP
1220
Capasso Planning Partners
South Carolina
$392K +$5.36K +79 +1%
RI
1221
Ridgewood Investments
New Jersey
$390K
FWA
1222
FSC Wealth Advisors
New York
$390K +$1.83K +27 +0.5%
LFG
1223
Leverty Financial Group
Wisconsin
$389K -$9.97K -147 -2%
NWA
1224
New World Advisors
Massachusetts
$384K +$20.2K +298 +6%
PVI
1225
Pine Valley Investments
New Jersey
$380K -$4.34K -64 -1%

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.