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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
CCFCSB
626
Cape Cod Five Cents Savings Bank
Massachusetts
$2.66M -$39.7K -568 -2%
SPC
627
Sigma Planning Corp
Michigan
$2.66M -$5.18M -74,019 -67%
CTB
628
Country Trust Bank
Illinois
$2.66M -$3.07M -43,830 -54%
CF
629
Centaurus Financial
California
$2.65M +$1.76M +25,170 +212%
Manulife (Manufacturers Life Insurance)
630
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.64M -$4.15M -59,303 -62%
DWM
631
Defined Wealth Management
Oregon
$2.61M -$119K -1,705 -4%
RIA
632
Richwood Investment Advisors
Ohio
$2.61M +$27.4K +392 +1%
CFP
633
Catalyst Financial Partners
Massachusetts
$2.6M -$162K -2,312 -6%
CIA
634
Capital Investment Advisors
Georgia
$2.6M -$3.64K -52 -0.1%
AL
635
Aspiriant LLC
California
$2.6M +$164K +2,348 +7%
N
636
Nuveen
North Carolina
$2.59M
WGCA
637
Wolf Group Capital Advisors
Virginia
$2.59M -$222K -3,168 -8%
GWWM
638
Great Waters Wealth Management
Minnesota
$2.58M -$178K -2,540 -7%
PWW
639
Pettyjohn Wood & White
Virginia
$2.58M +$699 +10 +0%
IWC
640
Integrated Wealth Concepts
Massachusetts
$2.58M +$1.15M +16,507 +85%
CCFM
641
Clear Creek Financial Management
Washington
$2.57M +$2.1M +29,983 +499%
SC
642
Schoolcraft Capital
Colorado
$2.57M
GEA
643
Glen Eagle Advisors
New Jersey
$2.57M +$865K +12,363 +52%
RWPA
644
Richard W. Paul & Associates
Michigan
$2.55M +$896K +12,811 +56%
FWP
645
FAS Wealth Partners
Kansas
$2.54M -$40.1K -574 -2%
PFA
646
Pettinga Financial Advisors
Indiana
$2.53M -$340K -4,861 -12%
SWM
647
SigFig Wealth Management
California
$2.53M +$2.48M +35,407 New
LBC
648
Lawrence B. Cohen
$2.52M -$138K -1,979 -5%
NIC
649
Northwest Investment Counselors
Oregon
$2.52M -$1.05K -15 -0%
CCWA
650
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.51M -$22.5K -322 -0.9%

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.