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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
AMBIA
451
Allen Mooney & Barnes Investment Advisors
Georgia
$4.88M -$39.4K -563 -0.8%
BCA
452
Bray Capital Advisors
Florida
$4.88M -$136K -1,945 -3%
FA
453
Flagstar Advisors
New York
$4.87M -$138K -1,978 -3%
NB
454
NBT Bank
New York
$4.87M +$66.8K +955 +1%
SFS
455
Summit Financial Strategies
Ohio
$4.86M -$72.7K -1,040 -2%
AM
456
AGF Management
Ontario, Canada
$4.85M +$1.15M +16,510 +32%
NL
457
NVWM LLC
Pennsylvania
$4.82M +$4.56M +65,223 +2,967%
GWM
458
Geneos Wealth Management
Colorado
$4.81M -$5.82M -83,243 -55%
4FG
459
4Thought Financial Group
New York
$4.81M +$13.8K +198 +0.3%
FCC
460
Flower City Capital
New York
$4.8M -$2.1K -30 -0%
MWP
461
Moller Wealth Partners
$4.75M -$169K -2,421 -4%
ATFA
462
All Terrain Financial Advisors
Minnesota
$4.74M +$840K +12,007 +22%
SEI Investments
463
SEI Investments
Pennsylvania
$4.73M +$382K +5,457 +9%
Bessemer Group
464
Bessemer Group
New Jersey
$4.71M +$255K +3,648 +6%
CLG
465
Cooperman Leon G
$4.7M
LPAM
466
Lodestar Private Asset Management
California
$4.68M -$214K -3,063 -4%
LHC
467
Little House Capital
Massachusetts
$4.61M +$713K +10,193 +19%
FIB
468
First Interstate Bank
Montana
$4.61M -$131K -1,871 -3%
MCCA
469
Mill Creek Capital Advisors
Pennsylvania
$4.59M +$3.61M +51,606 +413%
RWB
470
RMR Wealth Builders
New Jersey
$4.57M -$493K -7,053 -10%
CB
471
Cadence Bank
Mississippi
$4.57M +$638K +9,116 +17%
CIS
472
Connors Investor Services
Pennsylvania
$4.56M -$189K -2,697 -4%
SAMT
473
Select Asset Management & Trust
Pennsylvania
$4.54M +$3.72M +53,127 +516%
RWA
474
Redhawk Wealth Advisors
Minnesota
$4.51M +$4.41M +63,011 New
AIA
475
Angeles Investment Advisors
California
$4.47M

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.