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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
MTIC
1501
Missouri Trust & Investment Company
Missouri
$54K -$13.6K -200 -20%
MCI
1502
MRP Capital Investments
Georgia
$53.3K
GWSG
1503
GPS Wealth Strategies Group
Colorado
$52.4K +$6.92K +102 +15%
OC
1504
Oakworth Capital
Alabama
$50.4K +$35.1K +518 +226%
KFS
1505
Kelly Financial Services
Massachusetts
$47.8K -$814 -12 -2%
BF
1506
BOK Financial
Oklahoma
$47K -$195K -2,878 -81%
KTC
1507
Kistler-Tiffany Companies
Pennsylvania
$46.2K +$2.71K +40 +6%
BCM
1508
Birch Capital Management
Texas
$45.3K
FPFS
1509
First Personal Financial Services
North Carolina
$44.9K
LFA
1510
Level Financial Advisors
New York
$44K
APC
1511
Aspire Private Capital
North Carolina
$43.9K
DMKJ
1512
David M. Knott Jr
$43K
POIA
1513
Pin Oak Investment Advisors
Texas
$42K
AF
1514
Arrow Financial
New York
$40K
PSB
1515
Piscataqua Savings Bank
New Hampshire
$39.4K -$5.22K -77 -12%
BWP
1516
Baldwin Wealth Partners
Massachusetts
$36K
FGAM
1517
Financial Gravity Asset Management
Texas
$35.1K +$341K +5,021 +7%
GEA
1518
Glen Eagle Advisors
New Jersey
$35.1K +$6.17K +91 +21%
AWM
1519
Aspire Wealth Management
Massachusetts
$33.1K
RFA
1520
Resurgent Financial Advisors
Georgia
$31.3K
OLVIG
1521
Oliver Lagore Vanvalin Investment Group
Michigan
$29.6K +$13.6K +201 +85%
AA
1522
AlphaMark Advisors
Kentucky
$29K +$20.3K +300 +231%
TFP
1523
Tilia Fiduciary Partners
North Carolina
$28.4K
HWA
1524
HHM Wealth Advisors
Tennessee
$28.2K
AIA
1525
Arcadia Investment Advisors
Idaho
$26.8K

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.