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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
3LCM
1376
3D/L Capital Management
Connecticut
$232K -$202K -2,980 -46%
GPA
1377
Guerra Pan Advisors
New Jersey
$232K +$1.56K +23 +0.7%
CSB
1378
City State Bank
Iowa
$231K
DWA
1379
Divergent Wealth Advisors
Utah
$230K
PO
1380
Private Ocean
California
$230K +$106K +1,566 +85%
CCA
1381
Column Capital Advisors
Indiana
$228K
EWM
1382
Endurance Wealth Management
Rhode Island
$227K -$5.09K -75 -2%
RIS
1383
Retirement Income Solutions
Michigan
$227K
BC
1384
Burney Company
Virginia
$227K
AIA
1385
Ally Invest Advisors
North Carolina
$226K +$22.7K +335 +11%
BFG
1386
Baron Financial Group
New Jersey
$226K -$33.9K -500 -13%
GAM
1387
Gemmer Asset Management
California
$226K -$31.6K -466 -12%
FP
1388
Financial Perspectives
Minnesota
$226K +$9.15K +135 +4%
PP
1389
Patten & Patten
Tennessee
$225K
Kayne Anderson Rudnick Investment Management
1390
Kayne Anderson Rudnick Investment Management
California
$225K +$114K +1,681 +102%
ETS
1391
ESL Trust Services
New York
$225K +$17K +250 +8%
IA
1392
Insight Advisors
Pennsylvania
$224K -$13.2K -194 -6%
MFG
1393
Mendota Financial Group
Wisconsin
$223K
MM
1394
Meridian Management
Arkansas
$222K +$7.39K +109 +3%
GLA
1395
Good Life Advisors
Pennsylvania
$221K +$11.3K +166 +5%
LA
1396
Legacy Advisors
Pennsylvania
$220K
AAS
1397
Annex Advisory Services
Wisconsin
$219K +$220K +3,250 New
IWA
1398
IVC Wealth Advisors
Pennsylvania
$219K -$10.6K -157 -5%
CD
1399
Chapin Davis
Maryland
$219K +$220K +3,242 New
SF
1400
Slagle Financial
Illinois
$218K +$219K +3,230 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.