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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
DCM
151
Disciplina Capital Management
Tennessee
$52.5M +$26.2M +386,841 +99%
BWM
152
Baystate Wealth Management
Massachusetts
$52.2M +$2.23M +32,905 +4%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$51.9M +$123K +1,813 +0.2%
MCWS
154
McKinley Carter Wealth Services
West Virginia
$50.8M +$571K +8,426 +1%
RA
155
Regis Acquisition
Colorado
$49.5M +$4.57M +67,419 +10%
AGA
156
Arkos Global Advisors
Texas
$48.8M +$11.8M +173,369 +32%
OWM
157
Orgel Wealth Management
Wisconsin
$47.7M -$1.39M -20,424 -3%
DT
158
Diversified Trust
Tennessee
$47.6M -$1.49M -21,994 -3%
Prudential Financial
159
Prudential Financial
New Jersey
$47.4M +$13.8M +203,485 +41%
BFPW
160
BOK Financial Private Wealth
Colorado
$47.1M -$808K -11,912 -2%
IWC
161
Integrated Wealth Concepts
Massachusetts
$46.6M +$7.56M +111,459 +19%
OWM
162
Olympus Wealth Management
Utah
$46.4M +$977K +14,403 +2%
CFO
163
Callan Family Office
Pennsylvania
$45.9M +$1M +14,811 +2%
DLDF
164
Dan L. Duncan Foundation
Texas
$45.8M +$867K +12,788 +2%
BSB
165
Bangor Savings Bank
Maine
$44.7M -$475 -7 -0%
MMA
166
Miracle Mile Advisors
California
$43.9M -$1.8M -26,538 -4%
MW
167
Marcum Wealth
Ohio
$43.8M +$2.3M +33,964 +6%
PA
168
Parallel Advisors
California
$43.7M -$7.99M -117,885 -15%
CFG
169
Compton Financial Group
Maryland
$43.4M +$1.3M +19,192 +3%
CCA
170
Conservest Capital Advisors
Pennsylvania
$43.2M +$2.59M +38,224 +6%
IFAM
171
Institutional & Family Asset Management
Colorado
$42.7M -$375K -5,523 -0.9%
WA
172
Wilshire Advisors
California
$42.6M -$186K -2,737 -0.4%
RA
173
Riversedge Advisors
Delaware
$42.6M +$27.6M +406,703 +182%
CB
174
Community Bank
New York
$40.7M +$3.15M +46,410 +8%
LSAG
175
Lake Street Advisors Group
New Hampshire
$40.7M -$584K -8,614 -1%

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.