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iShares Core MSCI EAFE ETF
IEFA

1,743 hedge funds and large institutions have $98B invested in iShares Core MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 719 increasing their positions, 611 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 248 | Existing positions closed: 60

187% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $4.27M

21% more capital invested

Capital invested by funds: $81B → $98B (+$17B)

18% more repeat investments, than reductions

Existing positions increased: 719 | Existing positions reduced: 611

10% more funds holding

Funds holding: 1,579 → 1,743 (+164)

10% more funds holding in top 10

Funds holding in top 10: 308 → 340 (+32)

6.79% more ownership

Funds ownership: 85.01% → 91.8% (+6.8%)

Holders
1,743
Holders Change
+164
Holders Change %
+10.39%
% of All Funds
25.41%
Holding in Top 10
340
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+10.39%
% of All Funds
4.96%
New
248
Increased
719
Reduced
611
Closed
60
Calls
$12.2M
Puts
$4.27M
Net Calls
+$7.97M
Net Calls Change
+$1.61M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.74B
2
Goldman Sachs
Goldman Sachs
New York
+$834M
3
JP Morgan Chase
JP Morgan Chase
New York
+$383M
4
Bank of America
Bank of America
North Carolina
+$320M
5
Wells Fargo
Wells Fargo
California
+$257M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$211M
2
BlackRock
BlackRock
New York
-$163M
3
BL
Balentine LLC
Georgia
-$144M
4
UBS Group
UBS Group
Switzerland
-$121M
5
Jane Street
Jane Street
New York
-$116M
Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1576
Hyperion Partners
Pennsylvania
$202K +$190K +2,877 New
PMG
1577
ProVise Management Group
Florida
$202K +$189K +2,875 New
SMC
1578
Smith, Moore & Co
Missouri
$202K +$189K +2,874 New
BFM
1579
Boston Financial Management
Massachusetts
$201K +$188K +2,859 New
ETS
1580
ESL Trust Services
New York
$201K +$188K +2,858 New
SIMG
1581
Sonora Investment Management Group
Arizona
$201K +$188K +2,852 New
FAG
1582
Fortitude Advisory Group
Washington
$200K +$188K +2,850 New
HAC
1583
Harbor Advisory Corp
New Hampshire
$200K +$188K +2,849 New
CIA
1584
Cape Investment Advisory
Georgia
$195K +$163K +2,475 +817%
CWP
1585
Concord Wealth Partners
Virginia
$191K -$63.3K -961 -26%
PMFA
1586
Plante Moran Financial Advisors
Michigan
$189K +$15K +227 +9%
MHR
1587
Matthew Hamilton Rosenberg
$187K +$5.47K +83 +3%
ANBT
1588
American National Bank & Trust
Texas
$183K – – –
FFA
1589
Frazier Financial Advisors
Ohio
$183K +$171K +2,598 New
T
1590
Tidemark
California
$183K +$171K +2,597 New
SWM
1591
Sanctuary Wealth Management
Idaho
$180K +$169K +2,560 New
CSWM
1592
Cassady Schiller Wealth Management
Ohio
$180K – – –
RIL
1593
Rothschild Investment LLC
Illinois
$179K -$315K -4,784 -65%
AAG
1594
Armstrong Advisory Group
Massachusetts
$173K +$4.68K +71 +3%
CB
1595
Centennial Bank
Arkansas
$169K – – –
RCM
1596
Richardson Capital Management
Wisconsin
$169K +$158K +2,403 New
LFASL
1597
Lugano Financial Advisors SA (LFA)
Switzerland
$168K +$157K +2,382 New
CT
1598
Clearstead Trust
Maine
$164K -$129K -1,950 -46%
SIS
1599
Sound Income Strategies
Florida
$160K +$114K +1,737 +320%
GWS
1600
Glassman Wealth Services
Virginia
$160K – – –
62 63
64
65 66

IEFA Hedge Fund Activity: Q4 2023 in Review

1,743 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q4 2023, worth a combined $98B — up 21% from $81B a quarter earlier.

Buyers outnumbered sellers: 248 funds opened new IEFA positions and 60 closed out — a net gain of 188 holders — while 719 added to existing stakes and 611 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.74B. The largest seller was United Capital Financial Advisors, cutting an estimated $211M.

  • 1,743 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q4 2023, up from 1,579 in Q3 2023.
  • Funds reported $98B of iShares Core MSCI EAFE ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 248 funds opened new iShares Core MSCI EAFE ETF positions in Q4 2023 and 60 closed out, a net change of +188 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q4 2023 was Morgan Stanley, an estimated $5.74B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2023.