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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
KAM
1276
KEB Asset Management
Illinois
$321K +$11.7K +173 +4%
NSB
1277
Norway Savings Bank
Maine
$321K
IRC
1278
Investors Research Corp
Georgia
$319K
BA
1279
Ballast Advisors
Minnesota
$319K +$38.4K +566 +14%
NFG
1280
Northeast Financial Group
Pennsylvania
$317K -$74.1K -1,093 -19%
VPP
1281
Vertex Planning Partners
Illinois
$316K +$8.95K +132 +3%
FNBOO
1282
First National Bank of Omaha
Nebraska
$316K -$4.41K -65 -1%
AWA
1283
Alta Wealth Advisors
Massachusetts
$316K
BLC
1284
Brown, Lisle/Cummings
Rhode Island
$314K +$20.6K +304 +7%
ECM
1285
Elgethun Capital Management
South Dakota
$314K +$7.05K +104 +2%
RGC
1286
Roberts, Glore & Co
Illinois
$312K -$4.07K -60 -1%
DI
1287
DDFG Inc
California
$310K +$31.9K +470 +11%
EIA
1288
Edgemoor Investment Advisors
Maryland
$309K
RPGK
1289
Retirement Planning Group (Kansas)
Kansas
$307K
BA
1290
Bellwether Advisors
Nebraska
$305K -$7.12K -105 -2%
AFP
1291
Ausdal Financial Partners
Iowa
$304K -$82.7K -1,220 -21%
3IP
1292
3Chopt Investment Partners
Virginia
$302K
T
1293
TRUADVICE
Florida
$302K +$21K +310 +7%
SPA
1294
Sentinel Pension Advisors
Massachusetts
$301K
GAG
1295
GM Advisory Group
New York
$301K
SIAS
1296
Summit Investment Advisory Services
Minnesota
$301K +$302K +4,456 New
XF
1297
XML Financial
Maryland
$300K +$89.5K +1,320 +42%
VIM
1298
Vista Investment Management
Pennsylvania
$299K -$1.15K -17 -0.4%
EP
1299
Edgestream Partners
New Jersey
$298K -$354K -5,215 -54%
SPWG
1300
Syntegra Private Wealth Group
Missouri
$298K +$299K +4,414 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.