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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
IA
851
IAM Advisory
Pennsylvania
$1.42M +$1.39M +19,849 New
EWG
852
Executive Wealth Group
Washington
$1.42M
CCA
853
Cobblestone Capital Advisors
New York
$1.41M -$63.7K -910 -4%
FRA
854
Frank Rimerman Advisors
California
$1.4M +$3.5K +50 +0.3%
FB
855
First Bancorp
Maine
$1.39M
Carson Wealth (CWM LLC)
856
Carson Wealth (CWM LLC)
Nebraska
$1.38M -$254K -3,636 -16%
GIA
857
Gladstone Institutional Advisory
Florida
$1.37M -$247K -3,530 -16%
TCOV
858
Trust Company of Vermont
Vermont
$1.37M +$117K +1,666 +10%
TNB
859
Thomasville National Bank
Georgia
$1.37M -$5.74K -82 -0.4%
GL
860
Graypoint LLC
New York
$1.37M +$1.61K +23 +0.1%
AWM
861
Avior Wealth Management
Nebraska
$1.35M -$68.7K -982 -5%
TBWA
862
Three Bridge Wealth Advisors
California
$1.35M
SC
863
SouthState Corp
Florida
$1.35M -$77K -1,101 -6%
GT
864
Glenview Trust
Kentucky
$1.35M +$74.1K +1,060 +6%
SQA
865
Simon Quick Advisors
New Jersey
$1.34M +$2.03K +29 +0.2%
TI
866
Truepoint Inc
Ohio
$1.34M -$252K -3,602 -16%
WPW
867
Waldron Private Wealth
Pennsylvania
$1.33M -$14M -200,633 -91%
APP
868
Avantax Planning Partners
Iowa
$1.33M +$5.04K +72 +0.4%
BFC
869
Bedel Financial Consulting
Indiana
$1.33M +$37.6K +537 +3%
SGWM
870
Sterling Group Wealth Management
California
$1.32M +$16.6K +237 +1%
NSIM
871
North Star Investment Management
Illinois
$1.32M
FA
872
FDx Advisors
Illinois
$1.31M
NPT
873
Nixon Peabody Trust
Massachusetts
$1.3M -$15.5K -221 -1%
SMC
874
Smith, Moore & Co
Missouri
$1.3M -$48.5K -694 -4%
CCT
875
Chemung Canal Trust
New York
$1.3M +$95.5K +1,365 +8%

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.