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iShares MSCI EAFE ETF

1,701 hedge funds and large institutions have $39.7B invested in iShares MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 563 increasing their positions, 691 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 89

27% more funds holding in top 10

Funds holding in top 10: 126160 (+34)

18% more capital invested

Capital invested by funds: $33.5B → $39.7B (+$6.15B)

7% more funds holding

Funds holding: 1,5871,701 (+114)

1.31% less ownership

Funds ownership: 80.26%78.95% (-1.3%)

19% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 691

41% less call options, than puts

Call options by funds: $3.95B | Put options by funds: $6.67B

Holders
1,701
Holders Change
+114
Holders Change %
+7.18%
% of All Funds
27.34%
Holding in Top 10
160
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+26.98%
% of All Funds
2.57%
New
241
Increased
563
Reduced
691
Closed
89
Calls
$3.95B
Puts
$6.67B
Net Calls
-$2.72B
Net Calls Change
+$1.18B
Name Holding Trade Value Shares
Change
Change in
Stake
SP
26
Stairway Partners
Illinois
$191M +$3.29M +52,595 +2%
WCM Investment Management
27
WCM Investment Management
California
$189M +$147M +2,342,388 +432%
Mackenzie Financial
28
Mackenzie Financial
Ontario, Canada
$189M -$1.43M -22,762 -0.8%
M&T Bank
29
M&T Bank
New York
$187M -$2.22M -35,514 -1%
AT
30
Arvest Trust
Oklahoma
$181M -$226K -3,614 -0.1%
SHGA
31
Sand Hill Global Advisors
California
$175M -$3.79M -60,479 -2%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$172M +$1.82M +29,101 +1%
LPL Financial
33
LPL Financial
California
$170M -$1.13M -18,062 -0.7%
CIBC Asset Management
34
CIBC Asset Management
Ontario, Canada
$157M -$45.9M -732,431 -23%
RFC
35
Regions Financial Corp
Alabama
$152M -$6.02M -96,128 -4%
Creative Planning
36
Creative Planning
Kansas
$149M -$3.57M -56,955 -2%
Prudential Financial
37
Prudential Financial
New Jersey
$147M -$4.22M -67,295 -3%
HCC
38
Hirtle Callaghan & Co
Pennsylvania
$146M -$13.6M -217,241 -9%
Capital International Investors
39
Capital International Investors
California
$135M +$60.8M +970,532 +91%
KeyBank National Association
40
KeyBank National Association
Ohio
$130M -$7.29M -116,308 -6%
BPWM
41
Badgley Phelps Wealth Managers
Washington
$130M -$9.15K -146 -0%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$129M +$3.25M +51,956 +3%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$129M +$1.96M +31,220 +2%
Barclays
44
Barclays
United Kingdom
$122M -$147M -2,348,213 -56%
Financial Engines Advisors
45
Financial Engines Advisors
California
$121M +$6.76M +107,962 +6%
WL
46
WIT LLC
District of Columbia
$120M
Stifel Financial
47
Stifel Financial
Missouri
$116M +$7.73M +123,380 +7%
HighTower Advisors
48
HighTower Advisors
Illinois
$115M +$8.42M +134,392 +8%
RJA
49
Raymond James & Associates
Florida
$113M +$23.6M +376,208 +28%
OMC
50
Old Mission Capital
Illinois
$110M +$105M +1,669,592 New

EFA Hedge Fund Activity: Q4 2022 in Review

1,701 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2022, worth a combined $39.7B — up 18% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 241 funds opened new EFA positions and 89 closed out — a net gain of 152 holders — while 563 added to existing stakes and 691 trimmed.

The largest buyer was Jane Street, adding an estimated $153M. The largest seller was BlackRock, cutting an estimated $1.01B.

  • 1,701 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2022, up from 1,587 in Q3 2022.
  • Funds reported $39.7B of iShares MSCI EAFE ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 241 funds opened new iShares MSCI EAFE ETF positions in Q4 2022 and 89 closed out, a net change of +152 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2022 was Jane Street, an estimated $153M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2022 was BlackRock, an estimated $1.01B sold.

Based on aggregated 13F filings for Q4 2022.