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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
TSA
1426
Tri-Star Advisors
Texas
$199K -$271 -4 -0.1%
CBT
1427
Central Bank & Trust
Kentucky
$197K
TWC
1428
TD Waterhouse Canada
Ontario, Canada
$197K +$58.6K +864 +46%
CBT
1429
CoreFirst Bank & Trust
Kansas
$196K +$197K +2,900 New
FCAG
1430
First Capital Advisors Group
New Jersey
$192K +$29.4K +434 +18%
PMFA
1431
Plante Moran Financial Advisors
Michigan
$192K +$32.9K +485 +21%
MWM
1432
Mascoma Wealth Management
New Hampshire
$192K -$2.78K -41 -1%
AIM
1433
Anchor Investment Management
South Carolina
$187K +$13.6K +200 +8%
HWM
1434
HighMark Wealth Management
Minnesota
$178K -$2.85K -42 -2%
ANBT
1435
American National Bank & Trust
Texas
$176K
CAS
1436
Coppell Advisory Solutions
Texas
$172K +$174K +2,570 New
MHR
1437
Matthew Hamilton Rosenberg
$171K -$562K -8,292 -77%
PIAS
1438
PCA Investment Advisory Services
Ohio
$171K +$171K +2,527 New
SHIM
1439
Stone House Investment Management
Pennsylvania
$170K -$1.49K -22 -0.9%
CB
1440
Centennial Bank
Arkansas
$169K
HBT
1441
Hills Bank & Trust
Iowa
$168K -$882 -13 -0.5%
AP
1442
Atwood & Palmer
Missouri
$166K +$26.1K +385 +19%
OFG
1443
Oxford Financial Group
Indiana
$158K +$112K +1,655 +242%
GWS
1444
Glassman Wealth Services
Virginia
$154K
CSWM
1445
Cassady Schiller Wealth Management
Ohio
$153K -$2.65K -39 -2%
ST
1446
Smithfield Trust
Pennsylvania
$149K +$62.1K +916 +71%
GKIM
1447
GW&K Investment Management
Massachusetts
$145K +$40.7K +600 +39%
Qube Research & Technologies (QRT)
1448
Qube Research & Technologies (QRT)
United Kingdom
$142K -$918K -13,535 -90%
CWM
1449
Compass Wealth Management
Connecticut
$135K -$23.7K -350 -15%
NFW
1450
Noble Family Wealth
Florida
$135K +$136K +2,000 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.