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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
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$70.2M +$458K +6,760 +0.7%
LMIM
127
Lockheed Martin Investment Management
Maryland
$69.7M -$6.1M -90,000 -8%
ECG
128
Edge Capital Group
Georgia
$69.7M +$6.89M +101,536 +11%
Neuberger Berman Group
129
Neuberger Berman Group
New York
$69.3M -$153K -2,261 -0.2%
RFC
130
Regions Financial Corp
Alabama
$66.7M -$1.62M -23,866 -2%
SFBLI
131
Southern Farm Bureau Life Insurance
Mississippi
$64.4M -$4.94M -72,800 -7%
1832 Asset Management
132
1832 Asset Management
Ontario, Canada
$63.9M +$40.5M +597,755 +171%
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$63.7M +$8.71M +128,480 +16%
RWM
134
Ritholtz Wealth Management
New York
$63.6M +$3.64M +53,628 +6%
RCAG
135
Rehmann Capital Advisory Group
Michigan
$62.2M +$6.5M +95,823 +12%
CFFP
136
Center for Financial Planning
Michigan
$62.1M -$216K -3,189 -0.3%
VWM
137
Venturi Wealth Management
Texas
$61.6M -$38.7M -571,035 -38%
SFI
138
SPC Financial Inc
Maryland
$60.9M +$816K +12,030 +1%
TCBWMS
139
Texas Capital Bank Wealth Management Services
Texas
$58.7M +$1.96M +28,844 +3%
FSC
140
Full Sail Capital
Oklahoma
$58M +$11.7M +171,924 +25%
BWA
141
BDO Wealth Advisors
Florida
$57.9M -$565K -8,326 -1%
CW
142
Cabot-Wellington
Massachusetts
$57.3M -$488K -7,203 -0.8%
AWA
143
Aaron Wealth Advisors
Illinois
$56.7M +$5.44M +80,160 +11%
WANY
144
Wealthspire Advisors (New York)
New York
$56.7M -$1.07M -15,759 -2%
B
145
Bailard
California
$55.9M -$124K -1,826 -0.2%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$55.7M +$5.1M +75,212 +9%
AHSW
147
Adventist Health System West
California
$55.2M
FNT
148
First National Trust
Pennsylvania
$54.7M +$3.38M +49,768 +7%
IB
149
Intrust Bank
Kansas
$54.5M +$1.55M +22,904 +3%
NA
150
NewEdge Advisors
Louisiana
$53.2M +$6.17M +90,944 +13%

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.