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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
SPWM
1351
Schrum Private Wealth Management
Florida
$251K +$15.3K +226 +6%
AWA
1352
Arkadios Wealth Advisors
Georgia
$251K +$252K +3,712 New
TNA
1353
True North Advisors
Texas
$247K +$248K +3,661 New
LAM
1354
LifePro Asset Management
California
$246K +$247K +3,649 New
MAG
1355
Mayfair Advisory Group
Alabama
$246K
T
1356
TNF
Montana
$245K -$16.3K -241 -6%
RWA
1357
River Wealth Advisors
Pennsylvania
$244K +$245K +3,614 New
PFG
1358
Pinnacle Financial Group
Illinois
$244K
OPWM
1359
Oxinas Partners Wealth Management
Indiana
$244K -$6.71K -99 -3%
B
1360
Bridgeworth
Alabama
$244K +$245K +3,609 New
HIF
1361
Hill Island Financial
Michigan
$243K
CCWM
1362
Cassaday & Co Wealth Management
Virginia
$243K
CNB
1363
Camden National Bank
Maine
$243K +$244K +3,595 New
DDC
1364
DF Dent & Co
Maryland
$243K +$244K +3,595 New
FCA
1365
FLC Capital Advisors
California
$242K -$48.6K -717 -17%
NFSG
1366
Newbridge Financial Services Group
Florida
$240K +$4.48K +66 +2%
RFA
1367
Register Financial Advisors
Georgia
$239K +$3.59K +53 +2%
DA
1368
Detalus Advisors
Missouri
$238K -$4.34K -64 -2%
SSWM
1369
Sheets Smith Wealth Management
North Carolina
$238K +$239K +3,519 New
BFM
1370
Boston Financial Management
Massachusetts
$237K +$238K +3,514 New
GWANC
1371
Guardian Wealth Advisors (North Carolina)
North Carolina
$237K +$105K +1,543 +78%
VFPW
1372
Vantage Financial Partners (Wisconsin)
Wisconsin
$236K -$435K -6,411 -65%
MCM
1373
Morton Capital Management
California
$234K +$235K +3,470 New
BPWM
1374
Badgley Phelps Wealth Managers
Washington
$233K -$21.7K -320 -8%
TFA
1375
TPG Financial Advisors
Oregon
$233K

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.