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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
CNBTD
1476
Citizens National Bank Trust Department
Mississippi
$91.1K
RG
1477
Retirement Group
California
$87.8K
TCCM
1478
Timber Creek Capital Management
Massachusetts
$86.7K
AT
1479
Avalon Trust
New Mexico
$84.4K +$84.8K +1,250 New
IAS
1480
IMA Advisory Services
Colorado
$83.1K
AWM
1481
Angeles Wealth Management
California
$81.3K +$475 +7 +0.6%
LC
1482
Lindbrook Capital
California
$81.1K +$28K +413 +52%
PP
1483
PFS Partners
New Jersey
$77.8K +$21.3K +314 +37%
BONH
1484
Bank of New Hampshire
New Hampshire
$77.5K
AIM
1485
Arcadia Investment Management
Michigan
$76.4K
DAM
1486
Delta Asset Management
Tennessee
$76.3K
IPW
1487
Impact Partnership Wealth
Georgia
$76K +$76.4K +1,126 New
TC
1488
Tacita Capital
Ontario, Canada
$75K
TWM
1489
Tradition Wealth Management
Minnesota
$75K +$271 +4 +0.4%
CPG
1490
Cornerstone Planning Group
New Jersey
$71.2K +$71.5K +1,055 New
C
1491
Cliffwater
California
$69.9K
HT
1492
Headlands Technologies
Illinois
$68.8K +$69.1K +1,019 New
SA
1493
SRH Advisors
Kansas
$68.6K
TAM
1494
Tucker Asset Management
Colorado
$63.7K +$23.1K +341 +57%
CHA
1495
Carmichael Hill & Associates
Maryland
$62.6K
GI
1496
Gradient Investments
Minnesota
$62.2K -$45.8K -675 -42%
FRA
1497
Front Row Advisors
California
$59K
HS
1498
Horan Securities
United States
$56K +$136 +2 +0.2%
CSC
1499
Caldwell Sutter Capital
California
$55.4K +$34K +502 +157%
PGAM
1500
Princeton Global Asset Management
New Jersey
$54.8K +$136 +2 +0.2%

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.