We are live on ! Find out more
EFA icon

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
NGA
776
Naples Global Advisors
Florida
$1.86M +$14.1K +194 +0.8%
LWA
777
LWS Wealth Advisors
New Jersey
$1.86M -$310K -4,266 -14%
ABC
778
Associated Banc-Corp
Wisconsin
$1.85M +$363 +5 +0%
MCM
779
Manchester Capital Management
Vermont
$1.85M -$581 -8 -0%
GAM
780
GEM Asset Management
Michigan
$1.84M -$2.18K -30 -0.1%
PCM
781
Parsons Capital Management
Rhode Island
$1.84M -$44.7K -615 -2%
TCB
782
Texas Capital Bancshares
Texas
$1.83M -$75.2K -1,036 -4%
CAM
783
Cubic Asset Management
Massachusetts
$1.82M +$2.9K +40 +0.2%
BHWM
784
Bar Harbor Wealth Management
New Hampshire
$1.82M -$9.44K -130 -0.5%
BAG
785
Briggs Advisory Group
Rhode Island
$1.82M
RFO
786
RiverGlades Family Offices
Florida
$1.82M
M
787
MOTCO
Texas
$1.81M -$23.5K -324 -1%
EAM
788
Eukles Asset Management
Ohio
$1.81M -$35.2K -485 -2%
AO
789
Advisor OS
Illinois
$1.8M +$22.4K +308 +1%
TA
790
Trellis Advisors
Washington
$1.8M -$29.6K -407 -2%
CIC
791
Carnegie Investment Counsel
Ohio
$1.8M -$18.2K -250 -1%
PO
792
Private Ocean
California
$1.8M -$740K -10,186 -29%
FF
793
Fluent Financial
Texas
$1.79M -$1.76M -24,240 -50%
HWM
794
Horizons Wealth Management
North Carolina
$1.78M -$125K -1,722 -7%
FFN
795
Focus Financial Network
Minnesota
$1.76M +$41.2K +568 +2%
LJHT
796
Laurie J. Hall Trustee
$1.75M -$21.8K -300 -1%
NCG
797
Newport Capital Group
New Jersey
$1.75M +$1.75M +24,154 New
DFC
798
DB Fitzpatrick & Co
Idaho
$1.73M -$56.5K -778 -3%
GIM
799
Goelzer Investment Management
Indiana
$1.73M -$26K -358 -1%
MFA
800
Mayflower Financial Advisors
Massachusetts
$1.72M +$873K +12,017 +103%

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.