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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
PCS
1626
Personal CFO Solutions
New Jersey
-$206K -3,084 Closed
LW
1627
Linscomb Wealth
Texas
-$202K -3,016 Closed
ACM
1628
AUA Capital Management
Pennsylvania
-$201K -3,000 Closed
EBA
1629
Eagle Bay Advisors
New York
-$107K -1,600 Closed
AWM
1630
Accel Wealth Management
Iowa
-$97.1K -1,452 Closed
TIM
1631
Thompson Investment Management
Wisconsin
-$95.7K -1,431 Closed
CSPAM
1632
Cary Street Partners Asset Management
Virginia
-$85K -1,271 Closed
FCMT
1633
Founders Capital Management (Texas)
Texas
-$55K -829 Closed
NSG
1634
Nalls Sherbakoff Group
Tennessee
-$51K -766 Closed
WAM
1635
Worth Asset Management
Texas
-$41.4K -620 Closed
FMTCOCP
1636
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$22K -325 Closed
FA
1637
Fortis Advisors
Pennsylvania
-$17.6K -264 Closed
CAM
1638
Costello Asset Management
Pennsylvania
-$17.2K -258 Closed
DAC
1639
Dividend Assets Capital
South Carolina
-$16K -255 Closed
ATC
1640
Adirondack Trust Company
New York
-$16.8K -252 Closed
GFWA
1641
Grey Fox Wealth Advisors
Delaware
-$15.2K -228 Closed
SIC
1642
SJS Investment Consulting
Ohio
-$13.4K -201 Closed
OCM
1643
Orion Capital Management
California
-$13.2K -197 Closed
FCA
1644
Fortis Capital Advisors
Kansas
-$11.6K -174 Closed
JIR
1645
James Investment Research
Ohio
-$10K -149 Closed
TWA
1646
TCI Wealth Advisors
Arizona
-$4.35K -65 Closed
KM
1647
Kalos Management
Georgia
-$2.88K -43 Closed
M1FG
1648
Mach-1 Financial Group
Arkansas
-$2.47M -37 Closed
AA
1649
Addison Advisors
Vermont
-$1.34K -20 Closed
SGC
1650
Slocum, Gordon & Co
Rhode Island
-$134 -2 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.