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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
IWP
601
Innova Wealth Partners
Pennsylvania
$2.89M +$1.04M +14,881 +58%
SSWM
602
Sheets Smith Wealth Management
North Carolina
$2.89M +$7K +100 +0.2%
PAM
603
Panagora Asset Management
Massachusetts
$2.88M -$9.31M -133,086 -77%
AFG
604
Atomi Financial Group
New York
$2.88M +$2.82M +40,312 New
AFS
605
Annapolis Financial Services
Maryland
$2.88M -$14.1K -202 -0.5%
CT
606
Coastline Trust
Rhode Island
$2.87M -$4.55K -65 -0.2%
RWA
607
River Wealth Advisors
Pennsylvania
$2.86M -$195K -2,785 -7%
FWIA
608
Fort Washington Investment Advisors
Ohio
$2.86M -$1.72M -24,553 -38%
AFA
609
American Financial Advisors
Georgia
$2.86M -$11.6K -166 -0.4%
LC
610
LTG Capital
Massachusetts
$2.84M +$10.8K +154 +0.4%
MWM
611
Meridian Wealth Management
Kentucky
$2.83M +$165K +2,365 +6%
TSS
612
Two Sigma Securities
New York
$2.83M -$5.43M -77,561 -66%
NCM
613
Neumann Capital Management
California
$2.83M -$44.3K -633 -2%
ATPW
614
Ashton Thomas Private Wealth
Arizona
$2.8M +$455K +6,506 +20%
Grantham, Mayo, Van Otterloo & Co (GMO)
615
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.79M -$5.53M -79,069 -67%
LFG
616
Larson Financial Group
Missouri
$2.78M +$42.4K +606 +2%
EWA
617
Etesian Wealth Advisors
Oregon
$2.78M -$1.54K -22 -0.1%
PWM
618
Palumbo Wealth Management
New York
$2.77M -$111K -1,589 -4%
CAG
619
Csenge Advisory Group
Florida
$2.76M +$186K +2,657 +7%
WAS
620
Wealth Advisory Solutions
Indiana
$2.76M +$780K +11,149 +41%
AssetMark Inc
621
AssetMark Inc
California
$2.74M -$2.95M -42,195 -52%
WA
622
WBH Advisory
Maryland
$2.7M +$2.64M +37,749 New
FNBOO
623
First National Bank of Omaha
Nebraska
$2.68M -$6.29K -90 -0.2%
CFMC
624
Curbstone Financial Management Corp
New Hampshire
$2.68M -$108K -1,550 -4%
MYIA
625
Mount Yale Investment Advisors
Colorado
$2.67M -$2.89M -41,313 -53%

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.