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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
TIM
401
Thornburg Investment Management
New Mexico
$5.89M -$5.25M -75,096 -48%
PFA
402
Pinnacle Family Advisors
Missouri
$5.87M +$2.07M +29,664 +57%
MMHP
403
Murphy Middleton Hinkle & Parker
Georgia
$5.86M -$98.8K -1,413 -2%
JWCA
404
J.W. Cole Advisors
Florida
$5.85M -$2.04M -29,124 -26%
CIA
405
Caerus Investment Advisors
Texas
$5.83M -$134K -1,913 -2%
BFG
406
Baron Financial Group
New Jersey
$5.81M -$33.2K -475 -0.6%
Chevy Chase Trust
407
Chevy Chase Trust
Maryland
$5.8M +$2.21M +31,614 +64%
EFL
408
ERn Financial LLC
Wisconsin
$5.77M -$168K -2,399 -3%
JFGIW
409
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.74M +$95.7K +1,368 +2%
YCM
410
Yousif Capital Management
Michigan
$5.72M -$3.14M -44,830 -36%
AP
411
Advisors Preferred
Maryland
$5.71M -$3.55M -50,768 -39%
FSC
412
Full Sail Capital
Oklahoma
$5.69M -$171K -2,450 -3%
EA
413
Efficient Advisors
Ohio
$5.68M -$340K -4,854 -6%
NRC
414
New Republic Capital
North Carolina
$5.65M +$37.4K +535 +0.7%
IBOK
415
Independence Bank of Kentucky
Kentucky
$5.62M +$372K +5,325 +7%
Kayne Anderson Rudnick Investment Management
416
Kayne Anderson Rudnick Investment Management
California
$5.61M +$770K +11,008 +16%
TAM
417
Titleist Asset Management
Texas
$5.59M +$5.46M +78,126 New
BHIA
418
Birch Hill Investment Advisors
Massachusetts
$5.57M -$32.5K -464 -0.6%
RIM
419
Rakuten Investment Management
Japan
$5.55M
RSVP
420
Ramsay Stattman Vela & Price
Colorado
$5.54M +$28.3K +405 +0.5%
IIM
421
Ironwood Investment Management
Massachusetts
$5.51M +$22.9K +328 +0.4%
FFA
422
Fi3 Financial Advisors
Indiana
$5.48M -$483K -6,912 -8%
WB
423
Webster Bank
Connecticut
$5.47M +$314K +4,490 +6%
PFA
424
Pathway Financial Advisors
Vermont
$5.46M
HCM
425
HMS Capital Management
Tennessee
$5.42M +$5.3M +75,835 New

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.