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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
FWM
1576
Focused Wealth Management
New York
$3.24K
RFG
1577
RFP Financial Group
Georgia
$2.89K +$2.92K +43 New
RMC
1578
Resources Management Corp
Connecticut
$2K -$26.3K -388 -94%
FCAS
1579
First Command Advisory Services
Texas
$1.85K
RWM
1580
Ruedi Wealth Management
Illinois
$1.45K +$1.22K +18 +450%
NC
1581
NewSquare Capital
Pennsylvania
$1.42K +$1.42K +21 New
VF
1582
VitalStone Financial
Texas
$1K -$1.02K -15 -65%
IWP
1583
IAG Wealth Partners
Wisconsin
$270
BIA
1584
Bell Investment Advisors
California
$135
CZI
1585
Chan Zuckerberg Initiative
California
-$43.2M -646,319 Closed
CA
1586
Cambridge Associates
Massachusetts
-$28M -419,429 Closed
IAIM
1587
Industrial Alliance Investment Management
Quebec, Canada
-$22.1M -330,639 Closed
SIA
1588
Strategic Investment Advisors
Michigan
-$19.3M -288,902 Closed
HWAM
1589
Hennion & Walsh Asset Management
New Jersey
-$12.9M -192,438 Closed
DACG
1590
Donor Advised Charitable Giving
California
-$6.36M -95,086 Closed
CCMG
1591
Clark Capital Management Group
Pennsylvania
-$6.12M -91,496 Closed
AFS
1592
Amtrust Financial Services
New York
-$6.02M -90,000 Closed
SCI
1593
Stableford Capital II
Arizona
-$4.23M -68,682 Closed
PWAG
1594
Polaris Wealth Advisory Group
California
-$3.06M -45,721 Closed
PAM
1595
Peninsula Asset Management
Florida
-$2.52M -37,695 Closed
PFA
1596
Pinnacle Family Advisors
Missouri
-$2.16M -32,344 Closed
1SB
1597
1ST Source Bank
Indiana
-$1.82M -27,261 Closed
MHS
1598
M Holdings Securities
Oregon
-$1.12M -16,758 Closed
CWA
1599
CM Wealth Advisors
Ohio
-$890K -13,092 Closed
IDA
1600
Intelligence Driven Advisers
California
-$603K -9,014 Closed

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.