We are live on ! Find out more
IEFA icon

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
FA
1301
Fiduciary Alliance
South Carolina
$295K +$79.2K +1,168 +37%
RP
1302
Rowlandmiller & Partners
Georgia
$294K
LWCFA
1303
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$293K +$290K +4,280 +7,926%
WJWM
1304
Williams Jones Wealth Management
New York
$292K
PWP
1305
Phillips Wealth Planners
Mississippi
$292K -$17.5K -258 -6%
KCM
1306
Kathmere Capital Management
Pennsylvania
$291K +$22.2K +328 +8%
BRA
1307
Biechele Royce Advisors
Indiana
$291K -$18.8K -277 -6%
BAMG
1308
Brand Asset Management Group
Missouri
$291K -$5.02K -74 -2%
KWM
1309
Keebeck Wealth Management
Illinois
$290K -$110K -1,629 -27%
GSAM
1310
Grant Street Asset Management
Pennsylvania
$289K +$4.14K +61 +1%
RFN
1311
RDA Financial Network
Iowa
$289K +$21.3K +314 +8%
AOWM
1312
Alpha Omega Wealth Management
Virginia
$283K -$51.2K -755 -15%
RF
1313
Rollins Financial
Georgia
$283K -$48.2K -711 -15%
SFA
1314
Seneca Financial Advisors
New York
$282K +$1.76K +26 +0.6%
SMA
1315
Sage Mountain Advisors
Georgia
$282K +$55.4K +817 +24%
FAM
1316
Formidable Asset Management
Ohio
$282K +$51.9K +765 +22%
PA
1317
Pinnacle Associates
New York
$282K -$6.38K -94 -2%
ESB
1318
Essex Savings Bank
Connecticut
$281K +$73K +1,077 +35%
CW
1319
Channel Wealth
California
$280K -$41.4K -611 -13%
TH
1320
Team Hewins
California
$279K
JDR
1321
Jay D. Rosenbaum
$279K +$280K +4,134 New
WPC
1322
White Pine Capital
Minnesota
$279K +$280K +4,130 New
PPP
1323
Private Portfolio Partners
New Jersey
$278K +$5.76K +85 +2%
MCM
1324
Mitchell Capital Management
Kansas
$276K
LWMNY
1325
Landmark Wealth Management (New York)
New York
$275K -$339 -5 -0.1%

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.