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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
HDIM
1526
Hanson & Doremus Investment Management
Vermont
$25K
AWM
1527
Atticus Wealth Management
Florida
$24K
CAM
1528
Chesapeake Asset Management
New York
$24K +$11K +162 +84%
2L
1529
25 LLC
Missouri
$23.9K
JWM
1530
Janiczek Wealth Management
Colorado
$23.2K
HWM
1531
Horizons Wealth Management
North Carolina
$21.7K +$21.8K +321 New
PCTC
1532
Perkins Coie Trust Company
Washington
$21.3K +$21.4K +316 New
TCM
1533
Tradewinds Capital Management
Washington
$21.1K
HCP
1534
Hexagon Capital Partners
Arkansas
$20.9K
SN
1535
Sittner & Nelson
Oregon
$19.3K
TSW
1536
Thompson Siegel & Walmsley
Virginia
$19K
EL
1537
EMFO LLC
Florida
$18.8K
TRCT
1538
Tower Research Capital (TRC)
New York
$18.3K -$205K -3,029 -92%
BBPWM
1539
Blue Bell Private Wealth Management
Pennsylvania
$18.1K +$18.2K +268 New
NRG
1540
Nemes Rush Group
Michigan
$17.3K +$17.4K +257 New
VNA
1541
Valley National Advisers
Pennsylvania
$17K
PP
1542
Pacifica Partners
Canada
$17K
LFA
1543
Legend Financial Advisors
Pennsylvania
$16.9K
GWMI
1544
Guardian Wealth Management (Illinois)
Illinois
$15.7K +$271 +4 +2%
JGIA
1545
Jackson Grant Investment Advisers
Connecticut
$15K
AWM
1546
AllSquare Wealth Management
New York
$14.5K
NL
1547
NVWM LLC
Pennsylvania
$14.3K +$14.4K +212 New
SIS
1548
Strategic Investment Solutions
Illinois
$14.2K
NF
1549
Norwood Financial
Pennsylvania
$13.5K
FA
1550
Faithward Advisors
Pennsylvania
$12.3K -$192K -2,826 -94%

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.