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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
LWANC
526
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.72M +$201K +2,875 +6%
SPI
527
Santori & Peters Inc
Pennsylvania
$3.72M -$90.2K -1,289 -2%
WAP
528
Wealthcare Advisory Partners
Pennsylvania
$3.7M +$121K +1,737 +3%
CAL
529
Capital Advisors Ltd
Ohio
$3.69M +$7.27K +104 +0.2%
LFG
530
Leverty Financial Group
Wisconsin
$3.68M -$115K -1,650 -3%
AIM
531
Acropolis Investment Management
Missouri
$3.67M -$188K -2,689 -5%
WC
532
Woodstock Corp
Massachusetts
$3.67M +$20.1K +288 +0.6%
TWC
533
TD Waterhouse Canada
Ontario, Canada
$3.65M +$248K +3,544 +8%
Wealth Enhancement Advisory Services
534
Wealth Enhancement Advisory Services
Minnesota
$3.62M -$1.67M -23,856 -32%
LWM
535
Lionsbridge Wealth Management
Florida
$3.6M +$1.8M +25,668 +104%
TC
536
TAP Consulting
Missouri
$3.59M -$86.9K -1,242 -2%
AA
537
Alesco Advisors
New York
$3.54M -$287K -4,107 -8%
CWM
538
Connecticut Wealth Management
Connecticut
$3.54M +$2.69M +38,414 +348%
NEPWA
539
New England Private Wealth Advisors
Massachusetts
$3.53M +$591K +8,449 +21%
IP
540
Investment Partners
Ohio
$3.53M
FSA
541
Financial Services Advisory
Maryland
$3.51M -$544K -7,774 -14%
FF
542
Fluent Financial
Texas
$3.5M -$68.4K -978 -2%
FFA
543
Fragasso Financial Advisors
Pennsylvania
$3.49M -$24.3K -347 -0.7%
PA
544
Pinnacle Associates
New York
$3.48M +$10.6K +152 +0.3%
GAM
545
Gemmer Asset Management
California
$3.47M +$54K +772 +2%
MCWS
546
McKinley Carter Wealth Services
West Virginia
$3.47M -$618K -8,830 -15%
APC
547
Asset Planning Corporation
Tennessee
$3.44M -$473K -6,759 -12%
ML
548
McAdam LLC
Pennsylvania
$3.43M +$41.1K +587 +1%
JE
549
JMAC Enterprises
Pennsylvania
$3.43M -$14.4K -206 -0.4%
CWM
550
Concentric Wealth Management
California
$3.41M -$66.4K -950 -2%

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.