We are live on ! Find out more
EFA icon

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
NFG
726
Nations Financial Group
Iowa
$1.99M -$22.9K -327 -1%
TC
727
TownSquare Capital
Utah
$1.98M +$78.2K +1,118 +4%
CAM
728
Congress Asset Management
Massachusetts
$1.97M -$90.6K -1,295 -4%
AP
729
Appleton Partners
Massachusetts
$1.97M -$5.32K -76 -0.3%
KWM
730
Kingsview Wealth Management
Oregon
$1.97M +$453K +6,472 +31%
PWAC
731
Private Wealth Advisors (California)
California
$1.96M -$3.22K -46 -0.2%
PCA
732
Pallas Capital Advisors
Massachusetts
$1.96M -$29.9K -428 -2%
BWM
733
BigSur Wealth Management
Florida
$1.96M
WTA
734
Washington Trust Advisors
Massachusetts
$1.95M -$302K -4,320 -14%
BONH
735
Bank of New Hampshire
New Hampshire
$1.94M -$296K -4,235 -13%
BBA
736
BLB&B Advisors
Pennsylvania
$1.93M -$60.8K -869 -3%
RIL
737
Rothschild Investment LLC
Illinois
$1.93M +$114K +1,623 +6%
KTA
738
Keeley-Teton Advisors
Illinois
$1.93M +$148K +2,110 +8%
WF
739
Welch & Forbes
Massachusetts
$1.91M -$101K -1,447 -5%
UCIG
740
Ulrich Consultants & Investment Group
New Mexico
$1.91M -$39.5K -565 -2%
TWM
741
Thrive Wealth Management
Pennsylvania
$1.9M -$145K -2,079 -7%
BFO
742
Biltmore Family Office
North Carolina
$1.89M -$127K -1,815 -6%
SFA
743
Sequoia Financial Advisors
Ohio
$1.89M -$40.1K -574 -2%
SPIO
744
Seven Post Investment Office
California
$1.89M
TCB
745
Texas Capital Bancshares
Texas
$1.88M +$63K +900 +4%
HWM
746
Horizons Wealth Management
North Carolina
$1.88M -$15.7K -224 -0.8%
WFA
747
Wade Financial Advisory
California
$1.88M -$134K -1,913 -7%
GSWM
748
Greenup Street Wealth Management
Michigan
$1.87M -$226K -3,236 -11%
AIA
749
Arcadia Investment Advisors
Idaho
$1.87M -$101K -1,443 -5%
LT
750
Legacy Trust
Michigan
$1.86M +$50.2K +717 +3%

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.