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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
CWM
101
Connecticut Wealth Management
Connecticut
$91.8M +$4.49M +66,263 +5%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$90.4M +$6.79M +100,088 +8%
MFG
103
Merit Financial Group
Georgia
$86.5M +$76.8M +1,132,501 +761%
NA
104
Nottingham Advisors
New York
$86.1M +$3.89M +57,309 +5%
MCM
105
MAI Capital Management
Ohio
$85.2M +$1.07M +15,714 +1%
UB
106
UMB Bank
Missouri
$83.7M +$993K +14,638 +1%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$83.6M -$1.93M -28,477 -2%
EH
108
Equitable Holdings
New York
$82.5M +$1.26M +18,568 +2%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$81.9M +$21.7M +320,349 +35%
UOC
110
University of Chicago
Illinois
$80.7M
PI
111
PFS Investments
Georgia
$80M +$27.1M +400,199 +51%
SWM
112
SigFig Wealth Management
California
$79.5M -$2.24M -32,987 -3%
RWM
113
RKL Wealth Management
Pennsylvania
$79.4M +$1.65M +24,343 +2%
GC
114
Gratus Capital
Georgia
$78.9M +$4.65M +68,600 +6%
FFBTD
115
First Financial Bank - Trust Division
Ohio
$78.2M +$1.09M +16,100 +1%
MSA
116
Mason Street Advisors
Wisconsin
$77.3M +$23.2M +341,500 +42%
JCM
117
Janney Capital Management
Pennsylvania
$77.2M -$2.31M -34,111 -3%
VC
118
Vicus Capital
Pennsylvania
$76.3M -$4.59M -67,622 -6%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$75.5M +$6.07M +89,467 +9%
FFA
120
Fragasso Financial Advisors
Pennsylvania
$74.3M +$1.84M +27,109 +3%
W
121
Wealthquest
Ohio
$73.4M +$1.78M +26,259 +2%
MGIA
122
Moneta Group Investment Advisors
Missouri
$72.2M +$4.4M +64,829 +6%
HFS
123
Hantz Financial Services
Michigan
$71.2M +$4.84M +71,335 +7%
BCWM
124
Bartlett & Co Wealth Management
Ohio
$70.5M +$3.65M +53,802 +5%
BC
125
Bartlett & Co
Ohio
$70.5M +$3.65M +53,802 +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.