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iShares MSCI EAFE ETF

1,724 hedge funds and large institutions have $38.2B invested in iShares MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 486 increasing their positions, 754 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 89

11% more funds holding in top 10

Funds holding in top 10: 160177 (+17)

2.86% more ownership

Funds ownership: 78.95%81.82% (+2.9%)

1% more funds holding

Funds holding: 1,7011,724 (+23)

4% less capital invested

Capital invested by funds: $39.7B → $38.2B (-$1.51B)

36% less repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 754

37% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $5.93B

Holders
1,724
Holders Change
+23
Holders Change %
+1.35%
% of All Funds
27.47%
Holding in Top 10
177
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+10.63%
% of All Funds
2.82%
New
153
Increased
486
Reduced
754
Closed
89
Calls
$3.75B
Puts
$5.93B
Net Calls
-$2.18B
Net Calls Change
+$537M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
276
Raymond James Trust
Florida
$10.6M -$56.9K -814 -0.5%
DCM
277
Dimension Capital Management
Florida
$10.6M +$34.6K +494 +0.3%
SWA
278
Strategies Wealth Advisors
Michigan
$10.5M -$92.2K -1,318 -0.9%
FNBOSM
279
First National Bank of South Miami
Florida
$10.5M -$2.03M -28,964 -17%
AWS
280
Atria Wealth Solutions
New York
$10.4M +$205K +2,934 +2%
DWM
281
Darwin Wealth Management
Florida
$10.4M +$1.55M +22,142 +18%
CI
282
Cambiar Investors
Colorado
$10.3M -$9.37M -133,939 -48%
OC
283
Oppenheimer & Co
New York
$10.3M +$835K +11,943 +9%
BWM
284
Brickley Wealth Management
California
$10.2M -$3.64K -52 -0%
CG
285
Caprock Group
Idaho
$10.1M -$69.9K -1,000 -0.7%
WA
286
Waverly Advisors
Alabama
$10M -$128K -1,829 -1%
QC
287
Quent Capital
New York
$10M +$347K +4,959 +4%
VLC
288
Van Leeuwen & Company
New Jersey
$9.97M +$3.37M +48,216 +53%
Vanguard Group
289
Vanguard Group
Pennsylvania
$9.95M +$9.73M +139,177 New
EH
290
Equitable Holdings
New York
$9.92M +$212K +3,037 +2%
CI
291
Cavalier Investments
Georgia
$9.77M +$559K +7,996 +6%
CTA
292
Chesley Taft & Associates
Illinois
$9.73M -$22.2K -318 -0.2%
SB
293
Simmons Bank
Arkansas
$9.72M -$515K -7,356 -5%
NFW
294
Noble Family Wealth
Florida
$9.68M +$9.47M +135,410 New
UOP
295
University of Pittsburgh
Pennsylvania
$9.67M
CAM
296
Crestone Asset Management
Colorado
$9.6M -$2.34M -33,408 -20%
HIA
297
Harvest Investment Advisors
Florida
$9.55M -$30K -429 -0.3%
HIMC
298
Heritage Investors Management Corp
Maryland
$9.53M -$98.8K -1,413 -1%
GF
299
Greenfield FTC
Nevada
$9.51M
WTC
300
WhitTier Trust Company
Nevada
$9.51M -$155K -2,221 -2%

EFA Hedge Fund Activity: Q1 2023 in Review

1,724 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q1 2023, worth a combined $38.2B — down 3.8% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new EFA positions and 89 closed out — a net gain of 64 holders — while 486 added to existing stakes and 754 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.85B. The largest seller was Jane Street, cutting an estimated $512M.

  • 1,724 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q1 2023, up from 1,701 in Q4 2022.
  • Funds reported $38.2B of iShares MSCI EAFE ETF stock for Q1 2023, down 3.8% quarter-over-quarter.
  • 153 funds opened new iShares MSCI EAFE ETF positions in Q1 2023 and 89 closed out, a net change of +64 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.85B added.
  • The largest iShares MSCI EAFE ETF seller in Q1 2023 was Jane Street, an estimated $512M sold.

Based on aggregated 13F filings for Q1 2023.