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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
CIC
1251
Chilton Investment Company
Connecticut
$342K +$343K +5,063 New
CA
1252
CoreCap Advisors
Michigan
$339K +$341K +5,029 New
KWM
1253
KFG Wealth Management
Indiana
$337K +$58.7K +866 +21%
JIC
1254
Joel Isaacson & Co
New York
$337K +$6.17K +91 +2%
FFN
1255
Focus Financial Network
Minnesota
$337K +$5.09K +75 +2%
ZIG
1256
Zullo Investment Group
Pennsylvania
$336K -$8.21K -121 -2%
WJA
1257
Willis Johnson & Associates
Texas
$335K -$8.41K -124 -2%
CFAM
1258
Center For Asset Management
Florida
$334K +$121K +1,784 +56%
GWM
1259
Graybill Wealth Management
Illinois
$334K +$335K +4,942 New
AIP
1260
Almanack Investment Partners
Pennsylvania
$333K -$78.2K -1,153 -19%
FWA
1261
FSM Wealth Advisors
Ohio
$333K +$21.6K +319 +7%
MA
1262
Modus Advisors
Minnesota
$331K
TF
1263
Theory Financial
Colorado
$331K +$78K +1,150 +31%
SFC
1264
Strategic Financial Concepts
Texas
$330K -$8.48K -125 -2%
ACA
1265
Anchor Capital Advisors
Massachusetts
$329K
RCM
1266
Radnor Capital Management
Pennsylvania
$328K +$330K +4,860 New
BWA
1267
Burt Wealth Advisors
Maryland
$328K +$949 +14 +0.3%
SC
1268
Stolper & Co
Oklahoma
$325K -$8.14K -120 -2%
SB
1269
Strategic Blueprint
Georgia
$324K +$61.4K +905 +23%
RA
1270
Rockingstone Advisors
Massachusetts
$323K
GWM
1271
Gitterman Wealth Management
New Jersey
$323K -$11.7K -172 -3%
RFA
1272
RTD Financial Advisors
Pennsylvania
$323K +$10.3K +152 +3%
MA
1273
MJP Associates
Connecticut
$322K +$475 +7 +0.1%
BBW
1274
Blue Barn Wealth
Utah
$322K +$882 +13 +0.3%
AO
1275
Advisor OS
Illinois
$321K +$26.7K +393 +9%

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.