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iShares Core MSCI Europe ETF

297 hedge funds and large institutions have $2.8B invested in iShares Core MSCI Europe ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 120 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 303297 (-6)

12% less capital invested

Capital invested by funds: $3.17B → $2.8B (-$365M)

12% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 41

13.18% less ownership

Funds ownership: 75.81%62.64% (-13%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

32% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 120

Holders
297
Holders Change
-6
Holders Change %
-1.98%
% of All Funds
4.28%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
36
Increased
82
Reduced
120
Closed
41
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
101
Conservest Capital Advisors
Pennsylvania
$1.68M +$32.4K +585 +2%
RFS
102
Richardson Financial Services
Massachusetts
$1.66M +$358K +6,466 +29%
CI Investments Inc
103
CI Investments Inc
Ontario, Canada
$1.63M +$5.54K +100 +0.4%
PWM
104
Penobscot Wealth Management
Maine
$1.56M -$588K -10,619 -28%
WCFA
105
Walkner Condon Financial Advisors
Wisconsin
$1.56M -$75.7K -1,366 -5%
NEAM
106
New England Asset Management
Connecticut
$1.52M
TCM
107
Tradewinds Capital Management
Washington
$1.52M -$776 -14 -0.1%
HIP
108
Harrell Investment Partners
Texas
$1.51M -$88.9K -1,605 -6%
William Blair & Company
109
William Blair & Company
Illinois
$1.44M -$6.21K -112 -0.4%
VCM
110
Versant Capital Management
Arizona
$1.42M
FAM
111
Family Asset Management
South Carolina
$1.38M -$562K -10,147 -30%
SDWIA
112
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.37M +$26.8K +483 +2%
EW
113
Element Wealth
Mississippi
$1.25M -$13.7K -248 -1%
TW
114
TrinityPoint Wealth
Connecticut
$1.24M +$46.9K +846 +4%
CAG
115
Csenge Advisory Group
Florida
$1.2M +$296K +5,341 +35%
CAM
116
Cresset Asset Management
Illinois
$1.2M +$88.7K +1,600 +8%
DC
117
Davenport & Co
Virginia
$1.19M +$52.1K +941 +5%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$1.14M -$129K -2,324 -11%
Vontobel Holding
119
Vontobel Holding
Switzerland
$1.13M -$4.88K -88 -0.4%
ATPW
120
Ashton Thomas Private Wealth
Arizona
$1.12M -$7.81K -141 -0.7%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$1.11M -$127K -2,294 -11%
AI
122
Atria Investments
North Carolina
$1.06M +$1.02M +18,344 New
PAIM
123
Punch & Associates Investment Management
Minnesota
$1.05M -$2.11M -38,079 -68%
BOPW
124
Brandywine Oak Private Wealth
Pennsylvania
$1.03M
TCA
125
Transcend Capital Advisors
New Jersey
$990K +$54.9K +990 +6%

IEUR Hedge Fund Activity: Q1 2024 in Review

297 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Europe ETF (IEUR) for Q1 2024, worth a combined $2.8B — down 12% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IEUR and 36 opened new positions — a net loss of 5 holders — while 120 trimmed existing stakes and 82 added.

The largest buyer was Metis Global Partners, adding an estimated $51.7M. The largest seller was Morgan Stanley, cutting an estimated $160M.

  • 297 institutional investors held iShares Core MSCI Europe ETF (IEUR) as of Q1 2024, down from 303 in Q4 2023.
  • Funds reported $2.8B of iShares Core MSCI Europe ETF stock for Q1 2024, down 12% quarter-over-quarter.
  • 36 funds opened new iShares Core MSCI Europe ETF positions in Q1 2024 and 41 closed out, a net change of -5 holders.
  • The largest iShares Core MSCI Europe ETF buyer in Q1 2024 was Metis Global Partners, an estimated $51.7M added.
  • The largest iShares Core MSCI Europe ETF seller in Q1 2024 was Morgan Stanley, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2024.