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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
TLFA
201
True Link Financial Advisors
California
$33.8M +$656K +9,668 +2%
RFP
202
Roth Financial Partners
Texas
$33.6M +$607K +8,950 +2%
MPW
203
MA Private Wealth
California
$33.1M +$676K +9,961 +2%
CAG
204
Crestwood Advisors Group
Massachusetts
$33.1M -$1.31M -19,367 -4%
PCWA
205
Pacific Capital Wealth Advisors
California
$33.1M +$227K +3,345 +0.7%
ANTB
206
AMG National Trust Bank
Colorado
$33M +$2.22M +32,799 +7%
CAI
207
Capital Advisors Inc
Oklahoma
$32.9M -$1.14M -16,837 -3%
BWM
208
BerganKDV Wealth Management
Minnesota
$32.5M +$504K +7,427 +2%
IP
209
Isthmus Partners
Wisconsin
$32M +$31.4K +463 +0.1%
MAS
210
Meeder Advisory Services
Ohio
$31.9M -$939K -13,843 -3%
Natixis Advisors
211
Natixis Advisors
Massachusetts
$31.8M +$7.21M +106,265 +29%
OIA
212
OneDigital Investment Advisors
Kansas
$31.6M +$2.83M +41,803 +10%
MA
213
MCF Advisors
Kentucky
$31.2M -$2.53M -37,373 -7%
SPIA
214
Steward Partners Investment Advisory
New York
$31.2M -$648K -9,551 -2%
NQWM
215
Northwest Quadrant Wealth Management
Oregon
$30.8M +$432K +6,369 +1%
CCM
216
Coldstream Capital Management
Washington
$30.6M +$2.81M +41,389 +10%
KA
217
Klingman & Associates
New York
$30.1M +$824K +12,154 +3%
SIAM
218
Sterling Investment Advisors (Missouri)
Missouri
$30.1M -$822K -12,114 -3%
BPA
219
Beacon Pointe Advisors
California
$30M +$1.39M +20,546 +5%
William Blair & Company
220
William Blair & Company
Illinois
$29.9M +$1.91M +28,156 +7%
IL
221
Investure LLC
Virginia
$29.3M -$5.93M -87,500 -17%
AWC
222
Abundance Wealth Counselors
Pennsylvania
$29.2M -$1.43M -21,039 -5%
FFW
223
Fusion Family Wealth
New York
$28.7M -$334K -4,920 -1%
CSIA
224
Conrad Siegel Investment Advisors
Pennsylvania
$28.6M +$2.27M +33,451 +9%
DT
225
Daniels + Tansey
Delaware
$28.6M -$463K -6,820 -2%

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.