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iShares MSCI EAFE ETF

1,778 hedge funds and large institutions have $39.3B invested in iShares MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 647 increasing their positions, 706 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 58

3% more funds holding

Funds holding: 1,7231,778 (+55)

3% more capital invested

Capital invested by funds: $38.2B → $39.3B (+$1.15B)

8% less repeat investments, than reductions

Existing positions increased: 647 | Existing positions reduced: 706

2% less funds holding in top 10

Funds holding in top 10: 177173 (-4)

3.89% less ownership

Funds ownership: 81.82%77.93% (-3.9%)

37% less call options, than puts

Call options by funds: $3.56B | Put options by funds: $5.61B

Holders
1,778
Holders Change
+55
Holders Change %
+3.19%
% of All Funds
27.92%
Holding in Top 10
173
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.26%
% of All Funds
2.72%
New
128
Increased
647
Reduced
706
Closed
58
Calls
$3.56B
Puts
$5.61B
Net Calls
-$2.05B
Net Calls Change
+$130M
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
376
Venture Visionary Partners
Ohio
$7.25M -$172K -2,368 -2%
LC
377
Lindbrook Capital
California
$7.24M -$12.9K -177 -0.2%
LFWA
378
LBJ Family Wealth Advisors
Texas
$7.2M -$1.03M -14,197 -13%
MAS
379
Madden Advisory Services
Florida
$7.13M +$287K +3,951 +4%
WCWM
380
Wooster Corthell Wealth Management
Connecticut
$7.13M +$92.2K +1,269 +1%
WIC
381
Whitegate Investment Counselors
New Hampshire
$7.06M +$51.6K +710 +0.7%
PIA
382
Powell Investment Advisors
Florida
$7.04M -$522K -7,187 -7%
FB
383
Fulton Bank
Pennsylvania
$7.01M +$75K +1,033 +1%
FNT
384
First National Trust
Pennsylvania
$6.96M -$138K -1,896 -2%
JWCA
385
J.W. Cole Advisors
Florida
$6.9M +$973K +13,406 +16%
GW
386
GW & Wade
Massachusetts
$6.9M +$99.7K +1,373 +1%
BRWA
387
B. Riley Wealth Advisors
Florida
$6.9M -$467K -6,426 -6%
BWP
388
BSW Wealth Partners
Colorado
$6.89M -$665K -9,154 -9%
IF
389
Ironwood Financial
Arizona
$6.82M +$304K +4,185 +5%
SHFP
390
Second Half Financial Partners
Florida
$6.82M +$6.83M +94,066 New
OFS
391
Oldfather Financial Services
Nebraska
$6.8M -$229K -3,160 -3%
PWM
392
Perigon Wealth Management
California
$6.72M +$2.63M +36,151 +64%
State of Tennessee, Department of Treasury
393
State of Tennessee, Department of Treasury
Tennessee
$6.7M -$2.29M -31,572 -25%
USCWA
394
U.S. Capital Wealth Advisors
Texas
$6.62M +$70.4K +969 +1%
EE
395
EWG Elevate
California
$6.56M +$196K +2,697 +3%
SDWMA
396
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.53M -$184K -2,527 -3%
RhumbLine Advisers
397
RhumbLine Advisers
Massachusetts
$6.53M +$6.54M +90,014 New
IIM
398
Ironwood Investment Management
Massachusetts
$6.49M +$903K +12,441 +16%
PFM
399
Phillips Financial Management
Indiana
$6.48M -$449K -6,177 -6%
SCA
400
Snowden Capital Advisors
New York
$6.47M +$404K +5,568 +7%

EFA Hedge Fund Activity: Q2 2023 in Review

1,778 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2023, worth a combined $39.3B — up 3% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new EFA positions and 58 closed out — a net gain of 70 holders — while 647 added to existing stakes and 706 trimmed.

The largest buyer was BlackRock, adding an estimated $558M. The largest seller was Envestnet Asset Management, cutting an estimated $1.99B.

  • 1,778 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2023, up from 1,723 in Q1 2023.
  • Funds reported $39.3B of iShares MSCI EAFE ETF stock for Q2 2023, up 3% quarter-over-quarter.
  • 128 funds opened new iShares MSCI EAFE ETF positions in Q2 2023 and 58 closed out, a net change of +70 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q2 2023 was BlackRock, an estimated $558M added.
  • The largest iShares MSCI EAFE ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $1.99B sold.

Based on aggregated 13F filings for Q2 2023.