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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
RW
1601
Regimen Wealth
Georgia
-$247K -8,538 Closed
PFA
1602
Petra Financial Advisors
Colorado
-$497K -7,429 Closed
GAB
1603
German American Bancorp
Indiana
-$469K -7,017 Closed
PWPS
1604
Pinnacle Wealth Planning Services
Ohio
-$407K -6,082 Closed
MKA
1605
M. Kulyk & Associates
Georgia
-$346K -5,175 Closed
Chevy Chase Trust
1606
Chevy Chase Trust
Maryland
-$339K -5,066 Closed
LWP
1607
Laurel Wealth Planning
Minnesota
-$288K -4,304 Closed
SA
1608
Scarborough Advisors
Maryland
-$278K -4,155 Closed
BWA
1609
Beam Wealth Advisors
Louisiana
-$264K -3,952 Closed
IPW
1610
Intergy Private Wealth
Colorado
-$262K -3,917 Closed
KOC
1611
Koss-Olinger Consulting
Florida
-$261K -3,900 Closed
HIMCH
1612
Hartford Investment Management Co (HIMCO)
Connecticut
-$254K -3,800 Closed
CP
1613
Coho Partners
Pennsylvania
-$254K -3,795 Closed
WCFA
1614
Walkner Condon Financial Advisors
Wisconsin
-$249K -3,729 Closed
NWMG
1615
National Wealth Management Group
Ohio
-$254K -3,715 Closed
FFM
1616
Forum Financial Management
Illinois
-$240K -3,592 Closed
BFO
1617
Boston Family Office
Massachusetts
-$236K -3,538 Closed
NRWA
1618
North Ridge Wealth Advisors
Oregon
-$233K -3,492 Closed
TI
1619
Trexquant Investment
Connecticut
-$229K -3,426 Closed
GCM
1620
Gallacher Capital Management
Colorado
-$227K -3,389 Closed
TPA
1621
Trivium Point Advisory
Connecticut
-$224K -3,346 Closed
C1AG
1622
Client 1st Advisory Group
Florida
-$217K -3,242 Closed
FPCG
1623
Fort Pitt Capital Group
Pennsylvania
-$215K -3,218 Closed
CRI
1624
Colonial River Investments
Virginia
-$215K -3,212 Closed
BWM
1625
BlackDiamond Wealth Management
New York
-$213K -3,140 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.