iShares Core MSCI EAFE ETF
IEFA
1,580 hedge funds and large institutions have $81B invested in iShares Core MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 716 increasing their positions, 547 reducing their positions, and 78 closing their positions.
160% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $3.98M
31% more repeat investments, than reductions
Existing positions increased: 716 | Existing positions reduced: 547
24% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 78
0% more funds holding in top 10
Funds holding in top 10: 307 → 308 (+1)
0% less funds holding
Funds holding: 1,581 → 1,580 (-1)
0.33% less ownership
Funds ownership: 85.34% → 85.01% (-0.33%)
3% less capital invested
Capital invested by funds: $83.3B → $81B (-$2.36B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$731M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$284M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$206M |
| 4 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$166M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$142M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
-$1.47B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$720M |
| 3 |
Cerity Partners
New York
|
-$161M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$146M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$144M |
IEFA Hedge Fund Activity: Q3 2023 in Review
1,580 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2023, worth a combined $81B — down 2.8% from $83.3B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new IEFA positions and 78 closed out — a net gain of 19 holders — while 716 added to existing stakes and 547 trimmed.
The largest buyer was Wells Fargo, adding an estimated $731M. The largest seller was Bishop & Co Investment Management, exiting entirely with an estimated $1.47B sold.
- 1,580 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2023, down from 1,581 in Q2 2023.
- Funds reported $81B of iShares Core MSCI EAFE ETF stock for Q3 2023, down 2.8% quarter-over-quarter.
- 97 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2023 and 78 closed out, a net change of +19 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q3 2023 was Wells Fargo, an estimated $731M added.
- The largest iShares Core MSCI EAFE ETF seller in Q3 2023 was Bishop & Co Investment Management, an estimated $1.47B sold.
Based on aggregated 13F filings for Q3 2023.