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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
4FG
476
4Thought Financial Group
New York
$4.9M +$27.9K +384 +0.6%
FSC
477
Full Sail Capital
Oklahoma
$4.87M -$902K -12,424 -16%
NB
478
NBT Bank
New York
$4.83M -$109K -1,496 -2%
RWB
479
RMR Wealth Builders
New Jersey
$4.8M +$166K +2,290 +4%
MCCA
480
Mill Creek Capital Advisors
Pennsylvania
$4.75M +$106K +1,453 +2%
SFS
481
Summit Financial Strategies
Ohio
$4.75M -$177K -2,432 -4%
FCC
482
Flower City Capital
New York
$4.74M -$132K -1,819 -3%
MWP
483
Moller Wealth Partners
$4.72M -$98.5K -1,356 -2%
ATFA
484
All Terrain Financial Advisors
Minnesota
$4.71M -$96.1K -1,323 -2%
RWA
485
Redhawk Wealth Advisors
Minnesota
$4.68M +$110K +1,512 +2%
TWC
486
TD Waterhouse Canada
Ontario, Canada
$4.65M +$1.01M +13,963 +31%
FIB
487
First Interstate Bank
Montana
$4.62M -$48.7K -670 -1%
CIS
488
Connors Investor Services
Pennsylvania
$4.62M +$3.27K +45 +0.1%
CB
489
Cadence Bank
Mississippi
$4.59M -$41.8K -575 -0.9%
SSB
490
Sandy Spring Bank
Maryland
$4.57M +$177K +2,432 +4%
LPAM
491
Lodestar Private Asset Management
California
$4.54M -$201K -2,762 -4%
Chevy Chase Trust
492
Chevy Chase Trust
Maryland
$4.54M -$1.34M -18,404 -23%
TFF
493
The Family Firm
Maryland
$4.53M +$305K +4,198 +7%
AWM
494
Aries Wealth Management
Maine
$4.5M +$165K +2,266 +4%
ECG
495
Edge Capital Group
Georgia
$4.49M +$40.7K +560 +0.9%
CHC
496
City Holding Co
West Virginia
$4.46M -$24.7K -340 -0.5%
NC
497
NewSquare Capital
Pennsylvania
$4.44M -$46.2K -636 -1%
GLLW
498
Graves Light Lenhart Wealth
Virginia
$4.43M +$4.43M +61,037 New
CLG
499
Cooperman Leon G
$4.42M -$350K -4,813 -7%
CF
500
Centaurus Financial
California
$4.41M +$1.73M +23,801 +64%

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.