iShares Core MSCI EAFE ETF
IEFA
1,746 hedge funds and large institutions have $91.9B invested in iShares Core MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 720 increasing their positions, 611 reducing their positions, and 60 closing their positions.
317% more first-time investments, than exits
New positions opened: 250 | Existing positions closed: 60
187% more call options, than puts
Call options by funds: $12.2M | Put options by funds: $4.27M
18% more repeat investments, than reductions
Existing positions increased: 720 | Existing positions reduced: 611
13% more capital invested
Capital invested by funds: $81.3B → $91.9B (+$10.6B)
11% more funds holding in top 10
Funds holding in top 10: 308 → 341 (+33)
11% more funds holding
Funds holding: 1,580 → 1,746 (+166)
1.14% more ownership
Funds ownership: 84.95% → 86.09% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$834M |
| 2 |
JP Morgan Chase
New York
|
+$383M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$320M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$257M |
| 5 |
Cerity Partners
New York
|
+$256M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$211M |
| 2 |
BlackRock
New York
|
-$163M |
| 3 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$144M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$121M |
| 5 |
Jane Street
New York
|
-$116M |
IEFA Hedge Fund Activity: Q4 2023 in Review
1,746 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q4 2023, worth a combined $91.9B — up 13% from $81.3B a quarter earlier.
Buyers outnumbered sellers: 250 funds opened new IEFA positions and 60 closed out — a net gain of 190 holders — while 720 added to existing stakes and 611 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $834M. The largest seller was United Capital Financial Advisors, cutting an estimated $211M.
- 1,746 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q4 2023, up from 1,580 in Q3 2023.
- Funds reported $91.9B of iShares Core MSCI EAFE ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 250 funds opened new iShares Core MSCI EAFE ETF positions in Q4 2023 and 60 closed out, a net change of +190 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q4 2023 was Goldman Sachs, an estimated $834M added.
- The largest iShares Core MSCI EAFE ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $211M sold.
Based on aggregated 13F filings for Q4 2023.