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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
CGPCS
776
Capital Group Private Client Services
California
$1.76M -$8.51M -121,614 -83%
LJHT
777
Laurie J. Hall Trustee
$1.75M -$9.44K -135 -0.5%
SIA
778
Strategic Investment Advisors
Michigan
$1.74M -$126K -1,803 -7%
EAM
779
Evanson Asset Management
California
$1.73M
GIM
780
Goelzer Investment Management
Indiana
$1.73M -$11.3K -162 -0.7%
LOPW
781
Live Oak Private Wealth
North Carolina
$1.73M
OPCM
782
Osborne Partners Capital Management
California
$1.73M -$43.2K -617 -2%
BMCM
783
Bryn Mawr Capital Management
Pennsylvania
$1.72M +$3.99K +57 +0.2%
MCC
784
Money Concepts Capital
Florida
$1.72M +$14.3M +204,492 +340%
TPM
785
Triasima Portfolio Management
Quebec, Canada
$1.71M +$190K +2,720 +13%
HCM
786
Hillman Capital Management
Maryland
$1.7M +$11K +157 +0.7%
PAM
787
Palisade Asset Management
Minnesota
$1.7M
FFN
788
Focus Financial Network
Minnesota
$1.69M +$94.6K +1,352 +6%
MS
789
Maven Securities
Jersey
$1.68M +$1.65M +23,544 New
PTC
790
Private Trust Company
Ohio
$1.68M +$495K +7,072 +43%
TFA
791
Tobias Financial Advisors
Florida
$1.68M +$159K +2,277 +11%
RCA
792
Resonant Capital Advisors
Wisconsin
$1.67M +$10.6K +152 +0.7%
BAM
793
Berkshire Asset Management
Pennsylvania
$1.66M
CCM
794
Chilton Capital Management
Texas
$1.66M -$11.1K -158 -0.7%
CIM
795
Contravisory Investment Management
Massachusetts
$1.66M +$301K +4,304 +23%
WFM
796
Wolff Financial Management
Michigan
$1.65M -$1.3M -18,548 -45%
EW
797
Evoke Wealth
California
$1.64M
LCGC
798
Legacy Capital Group California
California
$1.64M +$1.61M +22,982 New
JWWM
799
Johnson & White Wealth Management
Pennsylvania
$1.64M -$9.52M -136,079 -86%
TF
800
Trek Financial
Arizona
$1.64M +$1.61M +22,965 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.