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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
AFG
376
ABLE Financial Group
Arizona
$6.9M +$6.75M +96,442 New
CA
377
Cetera Advisors
Colorado
$6.9M +$1.44M +20,528 +27%
IUHSA
378
Itau Unibanco Holding S.A.
Brazil
$6.87M -$7.53M -107,600 -53%
FB
379
Fulton Bank
Pennsylvania
$6.84M +$764K +10,917 +13%
PFM
380
Phillips Financial Management
Indiana
$6.83M -$99.3K -1,419 -1%
MAS
381
Madden Advisory Services
Florida
$6.75M +$24.6K +351 +0.4%
GW
382
GW & Wade
Massachusetts
$6.71M +$68.1K +974 +1%
Schroder Investment Management Group
383
Schroder Investment Management Group
United Kingdom
$6.7M -$3.44M -49,151 -34%
SDWMA
384
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.62M +$326K +4,656 +5%
PRS
385
Pinkerton Retirement Specialists
Idaho
$6.52M +$6.38M +91,219 New
USCWA
386
U.S. Capital Wealth Advisors
Texas
$6.46M +$1.47M +20,946 +30%
TFO
387
Tarbox Family Office
California
$6.45M -$61K -872 -1%
IF
388
Ironwood Financial
Arizona
$6.43M +$175K +2,502 +3%
MPPLM
389
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.42M +$4.24M +60,596 +208%
BA
390
Bristlecone Advisors
Washington
$6.34M -$44.2K -632 -0.7%
EE
391
EWG Elevate
California
$6.28M +$3.74M +53,479 +156%
ONB
392
Old National Bancorp
Indiana
$6.24M -$393K -5,621 -6%
RWA
393
Ropes Wealth Advisors
Massachusetts
$6.23M +$16.4K +235 +0.3%
CPA
394
Cardiff Park Advisors
California
$6.18M
SLT
395
St Louis Trust
Missouri
$6.12M -$103K -1,473 -2%
EVM
396
Evelyn V. Moreno
$6.1M -$3.48M -49,776 -37%
SCA
397
Snowden Capital Advisors
New York
$5.99M -$1.1M -15,721 -16%
T
398
TRUADVICE
Florida
$5.94M +$5.65M +80,728 New
DWT
399
Dorsey & Whitney Trust
South Dakota
$5.93M -$114K -1,634 -2%
CPIG
400
Chicago Partners Investment Group
Illinois
$5.93M +$1.5M +21,381 +36%

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.