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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
BC
551
Brio Consultants
California
$3.4M -$222K -3,168 -6%
NAM
552
NTV Asset Management
West Virginia
$3.37M +$2.13M +30,436 +182%
AWM
553
Atticus Wealth Management
Florida
$3.36M +$1.72M +24,629 +110%
BFS
554
Bradley Foster & Sargent
Connecticut
$3.35M +$36.4K +520 +1%
SCA
555
STALEY CAPITAL ADVISERS
Pennsylvania
$3.33M
JFG
556
JMG Financial Group
Illinois
$3.33M -$74.5K -1,065 -2%
DBIA
557
Dumont & Blake Investment Advisors
New Jersey
$3.32M -$25.9K -370 -0.8%
FHC
558
First Heartland Consultants
Missouri
$3.32M +$3.25M +46,397 New
TC
559
Telemus Capital
Michigan
$3.3M -$48.8K -698 -1%
JWA
560
JFS Wealth Advisors
Pennsylvania
$3.3M -$108K -1,541 -3%
IWA
561
Intercontinental Wealth Advisors
Texas
$3.3M -$201K -2,870 -6%
AA
562
Ashford Advisors
New York
$3.29M
AMG
563
Asset Management Group
Connecticut
$3.27M -$65.2K -932 -2%
1IA
564
1834 Investment Advisors
Wisconsin
$3.27M -$126K -1,796 -4%
TSW
565
Thompson Siegel & Walmsley
Virginia
$3.27M -$65.6K -938 -2%
BA
566
Bridgewater Advisors
New York
$3.26M +$5.53K +79 +0.2%
SC
567
Scotia Capital
Ontario, Canada
$3.25M +$49.1K +702 +2%
MFWP
568
Mosaic Family Wealth Partners
Missouri
$3.25M -$22.5K -321 -0.7%
WA
569
Waddell & Associates
Tennessee
$3.24M
OIA
570
OneDigital Investment Advisors
Kansas
$3.24M +$742K +10,602 +31%
PCMC
571
Paragon Capital Management (Colorado)
Colorado
$3.22M -$77.3K -1,105 -2%
HSA
572
HBK Sorce Advisory
Pennsylvania
$3.22M -$5.73M -81,880 -65%
MAM
573
McLean Asset Management
Virginia
$3.21M -$199K -2,849 -6%
BBNA
574
Bremer Bank National Association
Minnesota
$3.18M -$52.3K -748 -2%
LWM
575
Lyell Wealth Management
California
$3.17M +$3.1M +44,384 New

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.