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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
TFA
1326
Tobias Financial Advisors
Florida
$274K
RDWM
1327
Red Door Wealth Management
Tennessee
$274K +$276K +4,063 New
CWP
1328
Concord Wealth Partners
Virginia
$274K +$34.9K +514 +15%
EP
1329
Eudaimonia Partners
Tennessee
$272K -$26.6K -392 -9%
CPSC
1330
Carl P. Sherr & Co
Massachusetts
$272K +$16.4K +242 +6%
JWM
1331
JFG Wealth Management
Colorado
$271K
SAM
1332
Satovsky Asset Management
New York
$271K +$17.4K +256 +7%
LCM
1333
Logan Capital Management
Pennsylvania
$271K
PCI
1334
Planning Center Inc
Illinois
$270K +$272K +4,005 New
CDH
1335
Charles D. Hyman
$269K
SI
1336
Stephens Inc
Arkansas
$265K -$13.9K -205 -5%
FMP
1337
Financial Management Professionals
Texas
$265K +$3.46K +51 +1%
RCM
1338
Raleigh Capital Management
North Carolina
$263K -$19.8K -292 -7%
AQR Capital Management
1339
AQR Capital Management
Connecticut
$262K +$263K +3,875 New
PWM
1340
PBMares Wealth Management
Virginia
$260K -$3.59K -53 -1%
ISL
1341
Ingalls & Snyder LLC
New York
$255K
New York State Common Retirement Fund
1342
New York State Common Retirement Fund
New York
$254K +$102K +1,499 +66%
FAM
1343
Forte Asset Management
New York
$254K
RMDI
1344
R.M. Davis Inc
Maine
$254K +$255K +3,759 New
PCH
1345
PGIM Custom Harvest
New Jersey
$254K +$255K +3,762 New
AC
1346
ASB Consultores
Florida
$254K +$255K +3,758 New
ACM
1347
Argent Capital Management
Missouri
$253K -$4.07K -60 -2%
DWP
1348
Destiny Wealth Partners
Florida
$253K +$248K +3,655 New
HCA
1349
Horan Capital Advisors
Ohio
$252K -$166K -2,443 -40%
KCFA
1350
Key Client Fiduciary Advisors
New Jersey
$252K +$68 +1 +0%

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.