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iShares MSCI EAFE ETF

1,701 hedge funds and large institutions have $39.7B invested in iShares MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 563 increasing their positions, 691 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 89

27% more funds holding in top 10

Funds holding in top 10: 126160 (+34)

18% more capital invested

Capital invested by funds: $33.5B → $39.7B (+$6.15B)

7% more funds holding

Funds holding: 1,5871,701 (+114)

1.31% less ownership

Funds ownership: 80.26%78.95% (-1.3%)

19% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 691

41% less call options, than puts

Call options by funds: $3.95B | Put options by funds: $6.67B

Holders
1,701
Holders Change
+114
Holders Change %
+7.18%
% of All Funds
27.34%
Holding in Top 10
160
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+26.98%
% of All Funds
2.57%
New
241
Increased
563
Reduced
691
Closed
89
Calls
$3.95B
Puts
$6.67B
Net Calls
-$2.72B
Net Calls Change
+$1.18B
Name Holding Trade Value Shares
Change
Change in
Stake
TF
226
TIAA FSB
Florida
$13.4M -$1M -16,009 -7%
IC
227
IEQ Capital
California
$13.4M +$94.5K +1,509 +0.7%
QIM
228
Quest Investment Management
Oregon
$13.3M -$1.78M -28,472 -12%
EWM
229
Evercore Wealth Management
New York
$13.3M -$929K -14,836 -7%
UB
230
UMB Bank
Missouri
$13.3M -$1.24M -19,723 -9%
CRC
231
Curi RMB Capital
Illinois
$13.2M +$7.25M +115,677 +135%
PP
232
Prosperity Planning
Missouri
$13.1M
MGIA
233
Moneta Group Investment Advisors
Missouri
$13M -$861K -13,752 -7%
Lido Advisors
234
Lido Advisors
California
$12.8M -$791K -12,623 -6%
MFC
235
Mechanics Financial Corp
Ohio
$12.7M -$18.2K -290 -0.1%
IA
236
IFP Advisors
Florida
$12.4M +$11.1M +177,185 +327%
WPW
237
Waldron Private Wealth
Pennsylvania
$12.3M
EL
238
EQ LLC
Washington
$12.2M +$11.7M +186,531 New
SG
239
StoneX Group
New York
$12.1M +$9.48M +151,269 +448%
Neuberger Berman Group
240
Neuberger Berman Group
New York
$12.1M +$910K +14,533 +9%
PAI
241
Pittenger & Anderson Inc
Nebraska
$12.1M -$177K -2,818 -2%
FM
242
Foster & Motley
Ohio
$11.9M +$9.36M +149,401 +459%
LGWM
243
Litman Gregory Wealth Management
California
$11.9M +$810K +12,928 +8%
WT
244
Whittier Trust
California
$11.6M -$395K -6,306 -3%
LP
245
LGL Partners
Pennsylvania
$11.6M -$971K -15,507 -8%
FNBOSM
246
First National Bank of South Miami
Florida
$11.5M -$428K -6,840 -4%
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$11.4M +$4.01M +64,079 +58%
OAM
248
Oppenheimer Asset Management
New York
$11.4M -$1.3M -20,767 -11%
GG
249
Gofen & Glossberg
Illinois
$11.4M -$37.8K -603 -0.3%
PAM
250
Panagora Asset Management
Massachusetts
$11.4M +$6.05M +96,610 +126%

EFA Hedge Fund Activity: Q4 2022 in Review

1,701 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2022, worth a combined $39.7B — up 18% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 241 funds opened new EFA positions and 89 closed out — a net gain of 152 holders — while 563 added to existing stakes and 691 trimmed.

The largest buyer was Jane Street, adding an estimated $153M. The largest seller was BlackRock, cutting an estimated $1.01B.

  • 1,701 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2022, up from 1,587 in Q3 2022.
  • Funds reported $39.7B of iShares MSCI EAFE ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 241 funds opened new iShares MSCI EAFE ETF positions in Q4 2022 and 89 closed out, a net change of +152 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2022 was Jane Street, an estimated $153M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2022 was BlackRock, an estimated $1.01B sold.

Based on aggregated 13F filings for Q4 2022.