We are live on ! Find out more
EFA icon

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
Mackenzie Financial
26
Mackenzie Financial
Ontario, Canada
$197M -$13.1M -180,498 -6%
SHGA
27
Sand Hill Global Advisors
California
$194M +$374K +5,157 +0.2%
CM
28
Churchill Management
California
$190M -$878K -12,088 -0.5%
AT
29
Arvest Trust
Oklahoma
$183M -$18.1M -248,748 -9%
Ameriprise
30
Ameriprise
Minnesota
$183M +$52.5M +723,481 +40%
M&T Bank
31
M&T Bank
New York
$179M -$3.84M -52,905 -2%
CIBC Asset Management
32
CIBC Asset Management
Ontario, Canada
$170M +$10.3M +141,738 +6%
RFC
33
Regions Financial Corp
Alabama
$164M -$1.48M -20,335 -0.9%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$163M -$60.5M -833,778 -27%
Creative Planning
35
Creative Planning
Kansas
$162M +$795K +10,942 +0.5%
HCC
36
Hirtle Callaghan & Co
Pennsylvania
$160M -$521K -7,176 -0.3%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$153M -$1M -13,775 -0.6%
Stifel Financial
38
Stifel Financial
Missouri
$153M +$3.66M +50,437 +2%
Prudential Financial
39
Prudential Financial
New Jersey
$151M +$15.1M +207,313 +11%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$149M -$1M -13,837 -0.7%
BPWM
41
Badgley Phelps Wealth Managers
Washington
$148M +$863K +11,882 +0.6%
KeyBank National Association
42
KeyBank National Association
Ohio
$140M -$1.96M -27,019 -1%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$140M +$14.7M +202,428 +12%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$132M -$51.4M -707,467 -28%
US Bancorp
45
US Bancorp
Minnesota
$132M -$404M -5,568,517 -75%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$128M +$18.4M +254,071 +17%
HighTower Advisors
47
HighTower Advisors
Illinois
$124M -$3.89M -53,507 -3%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$123M -$218K -3,000 -0.2%
Financial Engines Advisors
49
Financial Engines Advisors
California
$123M -$8.11M -111,701 -6%
Corient Private Wealth
50
Corient Private Wealth
Florida
$117M -$25.8M -355,181 -18%

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.