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
AI
501
Atria Investments
North Carolina
$4.41M +$2.31M +31,877 +110%
CW
502
CreativeOne Wealth
Kansas
$4.39M +$334K +4,606 +8%
TIM
503
Thornburg Investment Management
New Mexico
$4.38M -$1.6M -22,010 -27%
FSA
504
Financial Services Advisory
Maryland
$4.35M +$797K +10,973 +22%
MPPLM
505
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.35M -$2.16M -29,798 -33%
MWM
506
Mission Wealth Management
California
$4.32M -$19.8K -273 -0.5%
FAM
507
Family Asset Management
South Carolina
$4.3M -$1.52K -21 -0%
LNWWM
508
Laird Norton Wetherby Wealth Management
California
$4.29M +$42.6K +586 +1%
SWP
509
Stratos Wealth Partners
Ohio
$4.28M +$316K +4,349 +8%
AIM
510
Arcadia Investment Management
Michigan
$4.28M
FHC
511
First Heartland Consultants
Missouri
$4.28M +$914K +12,583 +27%
ACP
512
Aveo Capital Partners
Colorado
$4.25M -$30.5K -420 -0.7%
LI
513
LMCG Investments
Massachusetts
$4.25M -$53.3K -734 -1%
HCM
514
Hengehold Capital Management
Ohio
$4.24M -$2.98K -41 -0.1%
FFA
515
First Foundation Advisors
California
$4.23M -$159K -2,190 -4%
BAM
516
Belpointe Asset Management
Nevada
$4.2M -$144K -1,986 -3%
CA
517
Crewe Advisors
Utah
$4.19M +$68.8K +948 +2%
PWPS
518
Pinnacle Wealth Planning Services
Ohio
$4.18M +$187K +2,571 +5%
PFT
519
Providence First Trust
Arizona
$4.16M +$2.9K +40 +0.1%
CGA
520
Crescent Grove Advisors
Illinois
$4.15M -$99.3K -1,367 -2%
FIM
521
Freedom Investment Management
Connecticut
$4.15M -$76.2K -1,050 -2%
ATWA
522
Arbor Trust Wealth Advisors
Michigan
$4.12M +$167K +2,306 +4%
OWM
523
Olympus Wealth Management
Utah
$4.1M -$89.8K -1,237 -2%
BFS
524
Bradley Foster & Sargent
Connecticut
$4.1M +$703K +9,684 +21%
SHWM
525
Smith & Howard Wealth Management
Georgia
$4.09M -$222K -3,056 -5%

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.