Which hedge funds own IEFA? ISHARES TR, Q2 2026 13F holders
23 of the hedge funds tracked by WhaleCreep disclosed a position in IEFA (ISHARES TR) in their Q2 2026 13F filings, worth $667.2m in total. The largest holder by portfolio weight is Summit Rock Advisors, LP at 21.0% of its book. 5 managers opened a new position this quarter: Ewing Morris & Co. Investment Partners Ltd., West Family Investments, Inc., Port Capital LLC, Kopp Family Office, LLC. 3 exited: Debussy Capital Management LP, Hillsdale Investment Management Inc., Y-Intercept (Hong Kong) LTD.
Who discovered IEFA first?
Earliest meaningful positions among the 6 tracked managers we observed opening IEFA since Q2 2017.
1 Bridgewater Associates, LP First reported Q2 2017 · ≥1% from Q3 2017 0.5%initial weight · $51.0m Exitedby Q1 2023 · held 23q +1%stock since Q2 2017
Weight of Bridgewater Associates, LP's 13F book in IEFA, by quarter
- 2.2% peak weight, Q2 2020
- $174.2m peak reported value
- 23 quarters held
- 36q before the median tracked entry
The stock's split-adjusted price moved +1% between Q2 2017 and Q4 2022, the last quarter this manager reported the position.
21 managers already held IEFA when our coverage of them began
Summit Rock Advisors, LP (Q1 2026), Investure, LLC (Q1 2026), Makena Capital Management LLC (Q1 2026), Partners Capital Investment Group, LLP (Q1 2026), Seldon Capital LP (Q1 2026), Kaleidoscope Capital LP (Q1 2026), Axiom Investors LLC (Q1 2026), Okabena Investment Services INC (Q1 2026), Lowe Brockenbrough & CO INC (Q1 2026), Cva Family Office, LLC (Q1 2026), Iconiq Capital, LLC (Q1 2026), Granville Capital, Inc. (Q1 2026), Rothschild Capital Partners, LLC (Q1 2026), Pin Oak Investment Advisors INC (Q1 2026), Edgestream Partners, L.P. (Q1 2026), Aqr Capital Management LLC (Q1 2026), Squarepoint Ops LLC (Q1 2026), Arrowstreet Capital, Limited Partnership (Q1 2026), Debussy Capital Management LP (Q1 2026), Hillsdale Investment Management Inc. (Q1 2026), Y-Intercept (Hong Kong) LTD (Q1 2026).
Their first filing on record already includes IEFA, so when they first bought it is unknown. They are not ranked above.
View discovery timeline
Dots mark the ranked managers' first reported quarters. Price is the quarter-end price implied by 13F filings, split-adjusted, shown from Q1 2026 where the series is continuous. Coverage widened in Q1 2026 from about a hundred managers to over a thousand, so holders and new holders are shown relative to the managers filing each quarter.
How this is calculated
13F filings are quarterly snapshots of long US-listed equity positions. They do not show exact purchase dates, intra-quarter trading, short positions, most derivatives, or a manager's actual performance. "First reported" is the first quarter-end filing that shows the position.
A manager is ranked only if we observed it filing, without IEFA, within two quarters before its first position. Ranking is by the first quarter the position reached 1% of the manager's 13F book in a run of at least 2 filings, then by peak weight. "High conviction" means a peak weight of at least 5%.
Stock changes are the split-adjusted change in the quarter-end price implied by 13F filings, excluding dividends. They describe the stock over the period, not the return any manager earned. Phases are cut where the share of tracked managers holding IEFA passed one third and two thirds of its peak.
Which hedge funds hold IEFA? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Summit Rock Advisors, LP | Q2 2026 | 21.0% | $16.0m | 165,763 | -6% | reduced |
| Investure, LLC | Q2 2026 | 11.8% | $189.0m | 1,956,850 | -21% | reduced |
| Makena Capital Management LLC | Q2 2026 | 10.3% | $98.3m | 1,017,877 | -6% | reduced |
| Partners Capital Investment Group, LLP | Q2 2026 | 3.3% | $93.3m | 966,288 | 5% | added |
| Ewing Morris & Co. Investment Partners Ltd. | Q2 2026 | 2.6% | $5.0m | 51,992 | – | new |
| Seldon Capital LP | Q2 2026 | 1.9% | $6.0m | 62,425 | 0% | held |
| West Family Investments, Inc. | Q2 2026 | 1.6% | $5.6m | 58,233 | – | new |
| Kaleidoscope Capital LP | Q2 2026 | 1.3% | $3.5m | 36,280 | 2% | added |
| Axiom Investors LLC | Q2 2026 | 0.9% | $106.6m | 1,103,300 | -9% | reduced |
| Okabena Investment Services INC | Q2 2026 | 0.9% | $5.0m | 51,262 | 1% | added |
| Lowe Brockenbrough & CO INC | Q2 2026 | 0.8% | $18.5m | 191,260 | -3% | reduced |
| Cva Family Office, LLC | Q2 2026 | 0.4% | $4.5m | 47,030 | -7% | reduced |
| Iconiq Capital, LLC | Q2 2026 | 0.3% | $10.8m | 111,634 | -1% | reduced |
| Granville Capital, Inc. | Q2 2026 | 0.2% | $393.4k | 4,073 | 0% | held |
| Rothschild Capital Partners, LLC | Q2 2026 | 0.1% | $322.5k | 3,339 | 1% | added |
| Pin Oak Investment Advisors INC | Q2 2026 | 0.0% | $59.0k | 615 | 0% | held |
| Edgestream Partners, L.P. | Q2 2026 | 0.0% | $1.1m | 11,774 | 94% | added |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $66.9m | 692,556 | 54% | added |
| Port Capital LLC | Q2 2026 | 0.0% | $452.5k | 4,685 | – | new |
| Squarepoint Ops LLC | Q2 2026 | 0.0% | $8.5m | 87,961 | 646% | added |
| Kopp Family Office, LLC | Q2 2026 | 0.0% | $26.1k | 270 | – | new |
| Arrowstreet Capital, Limited Partnership | Q2 2026 | 0.0% | $25.0m | 258,902 | -22% | reduced |
| Citadel Advisors LLC | Q2 2026 | 0.0% | $2.3m | 24,137 | – | new |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Debussy Capital Management LP | 0.3% | $1.9m |
| Hillsdale Investment Management Inc. | 0.0% | $1.9k |
| Y-Intercept (Hong Kong) LTD | 0.1% | $2.1m |
Held in a manager's last filing on record
These managers have not filed for the latest quarter; their last disclosure is dated.
| Manager | Last filing | Weight |
|---|---|---|
| ancora_advisors | Q2 2026 | 0.6% |
| first_manhattan | Q2 2026 | 0.1% |
| renaissance | Q2 2026 | 0.0% |
| boston_omaha | Q4 2024 | 0.0% |
How has hedge fund ownership of IEFA changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 26 | $726.5m |
| Q1 2026 | 23 | $699.2m |
| Q4 2025 | 2 | $35.6m |
| Q3 2025 | 2 | $21.9m |
| Q2 2025 | 2 | $18.1m |
| Q1 2025 | 3 | $32.4m |
| Q4 2024 | 3 | $14.7m |
| Q3 2024 | 3 | $14.8m |
| Q2 2024 | 3 | $13.7m |
| Q1 2024 | 3 | $13.4m |
| Q4 2023 | 3 | $11.4m |
| Q3 2023 | 2 | $10.1m |
| Q2 2023 | 3 | $12.0m |
| Q1 2023 | 2 | $10.3m |
| Q4 2022 | 3 | $15.6m |
| Q3 2022 | 3 | $15.6m |
Counts every tracked manager that disclosed IEFA in that quarter's filing, including managers that have since stopped filing.