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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
BHBT
1226
Burke & Herbert Bank & Trust
Virginia
$379K +$6.51K +96 +2%
KMWM
1227
Keudell/Morrison Wealth Management
Oregon
$379K -$22.4K -330 -6%
ETIA
1228
Epic Trust Investment Advisors
Washington
$376K +$73.2K +1,079 +24%
TCOV
1229
Trust Company of Vermont
Vermont
$370K +$159K +2,351 +75%
GAM
1230
Gould Asset Management
California
$370K
SBWIC
1231
Schaper Benz & Wise Investment Counsel
Wisconsin
$369K
CAM
1232
CPA Asset Management
Florida
$368K -$158K -2,331 -30%
LB
1233
Leo Brokerage
Texas
$368K -$25.1K -370 -6%
LHC
1234
Little House Capital
Massachusetts
$363K +$56.5K +833 +18%
DWM
1235
Destination Wealth Management
California
$363K -$140K -2,066 -28%
CW
1236
Connectus Wealth
Ohio
$361K +$20.1K +297 +6%
UBV
1237
United Bank (Virginia)
Virginia
$360K +$1.36K +20 +0.4%
BSWA
1238
Bromfield Sneider Wealth Advisors
Massachusetts
$355K +$4.54K +67 +1%
BCM
1239
Bourgeon Capital Management
Connecticut
$354K
BAM
1240
Belpointe Asset Management
Nevada
$353K -$1.12M -16,567 -76%
VFPI
1241
Vantage Financial Partners (Illinois)
Illinois
$349K -$3.8K -56 -1%
SWA
1242
SFMG Wealth Advisors
Texas
$349K +$58.5K +862 +20%
GF
1243
Gries Financial
Ohio
$348K +$56.9K +839 +19%
SC
1244
Schoolcraft Capital
Colorado
$348K
ACM
1245
Alamar Capital Management
California
$345K -$54.3K -800 -14%
CIG
1246
Cairn Investment Group
Washington
$345K
SWP
1247
Strategic Wealth Partners
Ohio
$345K -$221K -3,253 -39%
SM
1248
Sensible Money
Arizona
$344K -$7.73K -114 -2%
IPW
1249
Inlet Private Wealth
Florida
$344K -$61K -900 -15%
ST
1250
Sabal Trust
Florida
$343K +$345K +5,085 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.