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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
CB
1551
CNB Bank
Pennsylvania
$11.7K -$29.3K -432 -71%
WAM
1552
WFA Asset Management
Wisconsin
$11.5K
JMF
1553
Johnson Midwest Financial
Iowa
$11.1K
MAWCM
1554
Mine & Arao Wealth Creation & Management
California
$10.8K
MLA
1555
MB, Levis & Associates
Pennsylvania
$10.4K
ME
1556
McIlrath & Eck
Washington
$10.2K
MAWA
1557
Moss Adams Wealth Advisors
Washington
$9.86K -$5.9K -87 -37%
IF
1558
Integrity Financial
Wyoming
$9.86K
EAM
1559
Eukles Asset Management
Ohio
$9.45K +$9.49K +140 New
BCM
1560
Blume Capital Management
California
$8.57K
BEI
1561
Benjamin Edwards Inc
Missouri
$8K -$2.71K -40 -26%
MFA
1562
McClarren Financial Advisors
Pennsylvania
$7K -$34.6K -510 -81%
VCM
1563
Vigilant Capital Management
Maine
$7K
Russell Investments Group
1564
Russell Investments Group
United Kingdom
$5.92K +$5.97K +88 New
VCM
1565
Versant Capital Management
Arizona
$5.26K
KC
1566
Kenfarb & Co
Kentucky
$5.2K
DF
1567
DecisionPoint Financial
Arizona
$5.13K +$5.15K +76 New
CMP
1568
Coston McIsaac & Partners
Maine
$5K
TSWM
1569
Tyler-Stone Wealth Management
Ohio
$5K +$5.02K +74 New
CPA
1570
Cardiff Park Advisors
California
$4.59K
SIS
1571
Sound Income Strategies
Florida
$4.57K -$24K -354 -84%
DJSG
1572
D.J. St. Germain
Massachusetts
$4.05K +$4.07K +60 New
C
1573
Covestor
United Kingdom
$4K -$12.4K -183 -77%
VAG
1574
VisionPoint Advisory Group
Texas
$3.54K +$3.59K +53 New
CWA
1575
Clearview Wealth Advisors
Oregon
$3.4K +$68 +1 +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.