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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
FIM
501
Freedom Investment Management
Connecticut
$4.17M -$448K -6,404 -10%
TFF
502
The Family Firm
Maryland
$4.16M +$74.4K +1,064 +2%
OWM
503
Olympus Wealth Management
Utah
$4.13M -$6.6M -94,387 -62%
SIC
504
Sigma Investment Counselors
Michigan
$4.12M -$128K -1,827 -3%
HH
505
Hilltop Holdings
Texas
$4.1M -$97.6K -1,395 -2%
PFT
506
Providence First Trust
Arizona
$4.1M +$171K +2,451 +4%
CA
507
Crewe Advisors
Utah
$4.07M +$365K +5,223 +10%
MOS
508
MGO One Seven
Ohio
$4.05M +$2.17M +31,043 +121%
PWM
509
Perigon Wealth Management
California
$4.04M +$118K +1,681 +3%
PB
510
Pinnacle Bancorp
Nebraska
$4.03M +$213K +3,043 +6%
PWM
511
PRW Wealth Management
Massachusetts
$4.02M +$3.82M +54,600 New
CAAM
512
Cornerstone Advisors Asset Management
Pennsylvania
$4.02M +$25.7K +367 +0.7%
CW
513
CreativeOne Wealth
Kansas
$4M -$4.9K -70 -0.1%
PWPS
514
Pinnacle Wealth Planning Services
Ohio
$3.94M -$792K -11,328 -17%
PCA
515
Prosperity Capital Advisors
Ohio
$3.91M +$3.83M +54,735 New
SWP
516
Stratos Wealth Partners
Ohio
$3.91M -$345K -4,929 -8%
ATWA
517
Arbor Trust Wealth Advisors
Michigan
$3.9M -$17.5K -250 -0.5%
CIM
518
CIM Investment Management
Pennsylvania
$3.89M -$25.5K -364 -0.7%
WC
519
Waterloo Capital
Texas
$3.85M +$3.76M +53,766 New
CWC
520
Carolinas Wealth Consulting
North Carolina
$3.84M -$16.2K -231 -0.4%
CSPAM
521
Cary Street Partners Asset Management
Virginia
$3.82M -$25.3K -362 -0.7%
AC
522
ASB Consultores
Florida
$3.78M -$10.7K -153 -0.3%
ATC
523
Argent Trust Co
Tennessee
$3.78M -$60.1K -859 -2%
LFAS
524
Level Four Advisory Services
Texas
$3.75M -$307K -4,392 -8%
HW
525
Hamilton Wealth
California
$3.73M +$414K +5,919 +13%

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.