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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
NA
326
NewEdge Advisors
Louisiana
$8.52M +$2.3M +32,949 +39%
CCA
327
Checchi Capital Advisers
California
$8.51M +$302K +4,316 +4%
CGFA
328
Colton Groome Financial Advisors
North Carolina
$8.5M +$1.28M +18,281 +18%
FBA
329
Front Barnett Associates
Illinois
$8.47M -$17.5K -250 -0.2%
SSG
330
Summit Securities Group
New York
$8.47M +$6.19M +88,500 +296%
SBH
331
Segall Bryant & Hamill
Illinois
$8.46M +$188K +2,682 +2%
PGWM
332
Parisi Gray Wealth Management
New Jersey
$8.34M -$493K -7,052 -6%
SWRP
333
Summit Wealth & Retirement Planning
California
$8.33M +$962K +13,753 +13%
Neuberger Berman Group
334
Neuberger Berman Group
New York
$8.31M -$4.8M -68,664 -37%
CH
335
Canton Hathaway
Rhode Island
$8.27M
WSFS
336
Wilmington Savings Fund Society
Delaware
$8.25M -$1.19M -16,970 -13%
WIM
337
Warwick Investment Management
Texas
$8.2M -$1.27M -18,105 -14%
BF
338
Blankinship & Foster
California
$8.14M -$92.7K -1,326 -1%
HWM
339
HB Wealth Management
Georgia
$8.13M -$3.78K -54 -0%
LFWA
340
LBJ Family Wealth Advisors
Texas
$8.12M -$69.2K -990 -0.9%
WT
341
Washington Trust
Rhode Island
$8.08M +$361K +5,168 +5%
OGF
342
Orin Green Financial
California
$8.06M -$116K -1,665 -1%
OCM
343
One Capital Management
California
$8.03M -$535K -7,644 -6%
AIP
344
Almanack Investment Partners
Pennsylvania
$7.96M -$571K -8,159 -7%
TWM
345
Tolleson Wealth Management
Texas
$7.96M -$117K -1,679 -1%
SS
346
Simplicity Solutions
Minnesota
$7.96M +$7.78M +111,232 New
DLCIG
347
D.L. Carlson Investment Group
New Hampshire
$7.88M +$5.27M +75,382 +216%
GC
348
Grimes & Company
Massachusetts
$7.87M +$259K +3,701 +3%
PGWM
349
Pitti Group Wealth Management
New York
$7.64M -$173K -2,478 -2%
EWA
350
EverSource Wealth Advisors
Alabama
$7.62M +$5.63M +80,464 +309%

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.