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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
N
651
Nuveen
North Carolina
$2.62M
AL
652
Aspiriant LLC
California
$2.62M -$14.9K -205 -0.6%
CWA
653
Clarus Wealth Advisors
Arizona
$2.62M +$233K +3,208 +10%
PA
654
Probity Advisors
Texas
$2.6M +$2.61M +35,890 New
EWM
655
Endowment Wealth Management
Wisconsin
$2.59M +$76.9K +1,059 +3%
FWP
656
FAS Wealth Partners
Kansas
$2.58M +$8.93K +123 +0.3%
CTB
657
Country Trust Bank
Illinois
$2.58M -$113K -1,556 -4%
WA
658
WBH Advisory
Maryland
$2.58M -$158K -2,180 -6%
RWPA
659
Richard W. Paul & Associates
Michigan
$2.57M -$14.3K -197 -0.6%
GWWM
660
Great Waters Wealth Management
Minnesota
$2.57M +$30.1K +415 +1%
PFA
661
Pettinga Financial Advisors
Indiana
$2.57M +$3.19K +44 +0.1%
NCM
662
Neumann Capital Management
California
$2.57M -$298K -4,110 -10%
SC
663
Schoolcraft Capital
Colorado
$2.57M -$40.5K -558 -2%
FNC
664
First National Corp
Massachusetts
$2.55M +$302K +4,155 +13%
JIR
665
James Investment Research
Ohio
$2.55M
CCWA
666
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.53M -$13.9K -191 -0.5%
EGA
667
Eagle Global Advisors
Texas
$2.53M
EAM
668
Evanson Asset Management
California
$2.53M +$773K +10,651 +44%
IFG
669
Independent Financial Group
California
$2.52M +$114K +1,575 +5%
CFP
670
Catalyst Financial Partners
Massachusetts
$2.52M -$117K -1,606 -4%
LBC
671
Lawrence B. Cohen
$2.52M -$39.4K -542 -2%
RBC
672
Roble Belko & Company
Pennsylvania
$2.51M
RCM
673
RNC Capital Management
California
$2.51M +$42.8K +590 +2%
CB
674
Community Bank
New York
$2.5M -$44.7K -616 -2%
NIC
675
Northwest Investment Counselors
Oregon
$2.49M -$59.8K -824 -2%

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.