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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
WTB
826
Washington Trust Bank
Washington
$1.51M -$16.7K -239 -1%
SFS
827
Security Financial Services
Indiana
$1.51M -$106K -1,510 -7%
OPWM
828
Oakwell Private Wealth Management
Texas
$1.5M +$4.41K +63 +0.3%
GFWA
829
Grey Fox Wealth Advisors
Delaware
$1.5M +$225K +3,210 +18%
Qube Research & Technologies (QRT)
830
Qube Research & Technologies (QRT)
United Kingdom
$1.5M -$39.2M -560,010 -96%
GP
831
Greenline Partners
New York
$1.5M
HA
832
HFG Advisors
Ohio
$1.5M +$34.4K +492 +2%
NFP
833
Narus Financial Partners
Utah
$1.49M -$8.74K -125 -0.6%
AIM
834
Athena Investment Management
California
$1.49M -$490 -7 -0%
Twin Tree Management
835
Twin Tree Management
Texas
$1.49M +$1.46M +20,852 New
HSWM
836
Hubbell Strickland Wealth Management
Louisiana
$1.49M +$14K +200 +1%
SC
837
Steph & Co
Wisconsin
$1.49M -$59.4K -849 -4%
HCA
838
Harbour Capital Advisors
Virginia
$1.49M +$330K +4,724 +29%
RMDI
839
R.M. Davis Inc
Maine
$1.48M -$65K -929 -4%
D
840
Dentgroup
Louisiana
$1.48M +$18.7K +268 +1%
LNB
841
Ledyard National Bank
$1.47M +$210 +3 +0%
TFA
842
Trinity Financial Advisors
Ohio
$1.46M
PBO
843
Peoples Bank (Ohio)
Ohio
$1.45M +$6.5K +93 +0.5%
CFA
844
Cahill Financial Advisors
Minnesota
$1.45M +$24.9K +356 +2%
GFS
845
GYL Financial Synergies
Connecticut
$1.44M -$14.5K -208 -1%
MWM
846
Madison Wealth Management
Ohio
$1.44M -$6.22K -89 -0.4%
FFW
847
Fusion Family Wealth
New York
$1.43M
SCA
848
Sandy Cove Advisors
Massachusetts
$1.43M +$14.7K +210 +1%
WCM
849
Windsor Capital Management
Arizona
$1.43M +$63K +900 +5%
KPWG
850
KFA Private Wealth Group
Virginia
$1.43M -$48.7K -696 -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.