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
HA
851
HFG Advisors
Ohio
$1.51M -$5.74K -79 -0.4%
LWIC
852
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.51M -$48.9K -673 -3%
D
853
Dentgroup
Louisiana
$1.51M +$7.84K +108 +0.5%
LNB
854
Ledyard National Bank
$1.5M +$10.9K +150 +0.7%
APP
855
Avantax Planning Partners
Iowa
$1.5M +$158K +2,170 +12%
PWLP
856
Prio Wealth Limited Partnership
Massachusetts
$1.5M -$33.4K -460 -2%
NFP
857
Narus Financial Partners
Utah
$1.49M -$20.1K -277 -1%
RWP
858
RWA Wealth Partners
Massachusetts
$1.48M +$779K +10,723 +110%
GT
859
Glenview Trust
Kentucky
$1.47M +$110K +1,514 +8%
KPWG
860
KFA Private Wealth Group
Virginia
$1.47M +$22.4K +309 +2%
EWG
861
Executive Wealth Group
Washington
$1.45M +$16.1K +222 +1%
FFW
862
Fusion Family Wealth
New York
$1.45M +$2.25K +31 +0.2%
WTB
863
Washington Trust Bank
Washington
$1.45M -$81K -1,116 -5%
GL
864
Graypoint LLC
New York
$1.45M +$61.4K +846 +4%
SFA
865
Sequoia Financial Advisors
Ohio
$1.45M -$468K -6,445 -24%
CAL
866
Capital Analysts LLC
Pennsylvania
$1.44M +$236K +3,248 +19%
WCM
867
Windsor Capital Management
Arizona
$1.44M -$5.37K -74 -0.4%
HCA
868
Harbour Capital Advisors
Virginia
$1.44M -$63.2K -870 -4%
MWM
869
Madison Wealth Management
Ohio
$1.44M -$15.6K -215 -1%
TCOV
870
Trust Company of Vermont
Vermont
$1.44M +$44.6K +614 +3%
CWA
871
Capital Wealth Alliance
Arizona
$1.43M +$354K +4,877 +33%
Marshall Wace
872
Marshall Wace
United Kingdom
$1.43M +$1.43M +19,700 New
CCA
873
Cobblestone Capital Advisors
New York
$1.43M -$2.83K -39 -0.2%
PBO
874
Peoples Bank (Ohio)
Ohio
$1.42M -$48.5K -668 -3%
FB
875
First Bancorp
Maine
$1.42M +$6.83K +94 +0.5%

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.