We are live on ! Find out more
EFA icon

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
HWA
251
Heritage Wealth Advisors
Virginia
$11.4M +$15.7K +250 +0.1%
SI
252
Stephens Inc
Arkansas
$11.3M +$638K +10,184 +6%
VC
253
Vestor Capital
Illinois
$11.3M -$683K -10,898 -6%
RC
254
Rovin Capital
Arizona
$11.3M +$10.8M +171,865 New
OFG
255
Oxford Financial Group
Indiana
$11.3M +$4.31M +68,845 +67%
FWM
256
FFT Wealth Management
Pennsylvania
$11.3M -$5.47M -87,321 -34%
BOS
257
Bank of Stockton
California
$11.3M +$1.95M +31,073 +22%
VFPI
258
Vantage Financial Partners (Illinois)
Illinois
$11.2M -$4.36M -69,525 -29%
MC
259
Martin & Co
Tennessee
$11.1M +$276K +4,406 +3%
UFA
260
US Financial Advisors
Massachusetts
$11M +$98.4K +1,570 +0.9%
CAM
261
Crestone Asset Management
Colorado
$11M -$2.56M -40,925 -20%
AAS
262
Avantax Advisory Services
Texas
$10.9M +$2.71M +43,211 +35%
Toronto Dominion Bank
263
Toronto Dominion Bank
Ontario, Canada
$10.9M -$67.8M -1,082,017 -87%
IFAM
264
Institutional & Family Asset Management
Colorado
$10.9M +$1.5M +24,013 +17%
UCFA
265
United Capital Financial Advisors
Texas
$10.8M -$2.9M -46,265 -22%
PA
266
Parallel Advisors
California
$10.8M +$2.31M +36,811 +29%
ClearBridge Investments
267
ClearBridge Investments
New York
$10.8M +$10.3M +164,725 New
HBT
268
Hills Bank & Trust
Iowa
$10.8M -$82.4K -1,316 -0.8%
PWPCM
269
Perella Weinberg Partners Capital Management
New York
$10.8M +$10.3M +164,201 New
FT
270
Fiduciary Trust
Massachusetts
$10.6M +$157K +2,500 +2%
TIM
271
Thornburg Investment Management
New Mexico
$10.5M +$6.99M +111,547 +243%
SDAM
272
Shulman DeMeo Asset Management
New York
$10.5M -$8.52K -136 -0.1%
BBHC
273
Brown Brothers Harriman & Co
New York
$10.4M -$308K -4,910 -3%
CAG
274
Crestwood Advisors Group
Massachusetts
$10.4M -$9.63M -153,760 -49%
FFBTD
275
First Financial Bank - Trust Division
Ohio
$10.3M -$158K -2,515 -2%

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.