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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
AWA
176
Alaska Wealth Advisors
Alaska
$40.4M +$137K +2,015 +0.3%
GLLW
177
Graves Light Lenhart Wealth
Virginia
$40.2M +$1.73M +25,524 +4%
BWM
178
Brickley Wealth Management
California
$39.9M -$28.8K -425 -0.1%
SWA
179
Strategies Wealth Advisors
Michigan
$39.2M +$1.2M +17,640 +3%
SFP
180
Shepherd Financial Partners
Massachusetts
$39.1M +$455K +6,702 +1%
WSTAM
181
Wilbanks Smith & Thomas Asset Management
Virginia
$39.1M -$2.15M -31,738 -5%
IWMA
182
Ironwood Wealth Management (Arizona)
Arizona
$38.9M +$1.72M +25,338 +5%
CCFCSB
183
Cape Cod Five Cents Savings Bank
Massachusetts
$38.9M -$311K -4,592 -0.8%
LIA
184
LBMC Investment Advisors
Tennessee
$38M -$1.82M -26,775 -5%
CFO
185
Colony Family Offices
North Carolina
$37.9M -$456K -6,720 -1%
LNB
186
Ledyard National Bank
$37.6M +$582K +8,588 +2%
FWI
187
Facet Wealth Inc
Maryland
$37.3M -$1.98M -29,258 -5%
FFA
188
First Foundation Advisors
California
$37.2M -$1.33M -19,664 -3%
NYLIM
189
New York Life Investment Management
New York
$37.1M -$8.26M -121,751 -18%
AWM
190
AE Wealth Management
Kansas
$36.8M +$2.39M +35,288 +7%
TFCP
191
Twin Focus Capital Partners
Massachusetts
$36.2M -$6.66M -98,248 -15%
TFO
192
Tarbox Family Office
California
$36.1M -$1.03M -15,201 -3%
QCG
193
Quadrant Capital Group
Ohio
$35.9M -$324K -4,775 -0.9%
BCI
194
Brinker Capital Investments
Pennsylvania
$35.6M -$463K -6,820 -1%
OPS
195
Orion Portfolio Solutions
Nebraska
$35.6M -$463K -6,820 -1%
WA
196
Waddell & Associates
Tennessee
$35M +$223K +3,295 +0.6%
BOH
197
Bank of Hawaii
Hawaii
$34.6M -$1.45M -21,320 -4%
Financial Engines Advisors
198
Financial Engines Advisors
California
$34.3M -$1.54M -22,637 -4%
PFO
199
Pathstone Family Office
New Jersey
$34M +$190K +2,797 +0.6%
GGS
200
Galvin Gaustad & Stein
Arizona
$33.9M +$1.32M +19,418 +4%

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.