We are live on ! Find out more
IEFA icon

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
FMII
1451
Farmers & Merchants Investments Inc
Nebraska
$135K -$25.2K -371 -16%
TF
1452
TimeScale Financial
Massachusetts
$132K +$12.1K +179 +10%
FPB
1453
First PREMIER Bank
South Dakota
$128K -$17.8K -263 -12%
LOIP
1454
Live Oak Investment Partners
Texas
$125K
MRCM
1455
M&R Capital Management
New Jersey
$123K
MFC
1456
Mechanics Financial Corp
Ohio
$122K
CT
1457
Clearstead Trust
Maine
$120K +$27.5K +405 +29%
BFEC
1458
Benjamin F. Edwards & Company
Missouri
$116K +$77.8K +1,147 +199%
EWM
1459
Evermay Wealth Management
Virginia
$112K
TFGT
1460
TS Financial Group (TSFG)
Illinois
$112K +$407 +6 +0.4%
PA
1461
PSI Advisors
Florida
$111K +$7.26K +107 +7%
WWP
1462
WR Wealth Planners
Missouri
$110K -$14.7K -217 -12%
BCPWM
1463
Bradley & Co Private Wealth Management
Florida
$109K
EWA
1464
EverSource Wealth Advisors
Alabama
$107K +$60.7K +895 +131%
OIA
1465
Optimum Investment Advisors
Illinois
$105K -$4.61K -68 -4%
First Manhattan
1466
First Manhattan
New York
$105K
SAG
1467
Spotlight Asset Group
Illinois
$101K +$102K +1,503 New
GIA
1468
Goodwin Investment Advisory
Georgia
$100K -$949 -14 -0.9%
GC
1469
Garde Capital
Washington
$100K +$101K +1,485 New
SFSG
1470
Sound Financial Strategies Group
Mississippi
$99K -$5.76K -85 -5%
WP
1471
WealthPLAN Partners
Nebraska
$97K -$87.8K -1,294 -47%
BCMLT
1472
Beacon Capital Management LLC (Tennessee)
Tennessee
$96.3K +$4.82K +71 +5%
TH
1473
TCTC Holdings
Texas
$95.6K
KFO
1474
Kopp Family Office
Minnesota
$95K -$77.8K -1,147 -45%
CCM
1475
Chilton Capital Management
Texas
$91.9K +$2.85K +42 +3%

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.