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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
TIM
901
Tortoise Investment Management
New York
$1.19M -$132K -1,887 -10%
TWA
902
TCI Wealth Advisors
Arizona
$1.19M +$32.8K +469 +3%
SFG
903
Sunburst Financial Group
Alabama
$1.18M -$21.8K -312 -2%
DSCM
904
Del-Sette Capital Management
New York
$1.18M -$28.9K -413 -2%
CWM
905
Cahaba Wealth Management
Georgia
$1.18M -$12K -172 -1%
BHBT
906
Burke & Herbert Bank & Trust
Virginia
$1.18M +$58.2K +832 +5%
SCM
907
Stordahl Capital Management
Colorado
$1.17M +$132K +1,883 +13%
HCM
908
Hollencrest Capital Management
California
$1.17M
PEA
909
Park Edge Advisors
Ohio
$1.17M +$1.14M +16,309 New
DTC
910
Davidson Trust Company
Washington
$1.17M
HI
911
Hudock Inc
Pennsylvania
$1.16M +$1.14M +16,280 New
MA
912
MBA Advisors
Pennsylvania
$1.16M
LL
913
LWMG LLC
Minnesota
$1.15M -$1.53M -21,897 -58%
LBC
914
Lowe Brockenbrough & Co
Virginia
$1.15M
GSB
915
Greenfield Savings Bank
Massachusetts
$1.15M +$35.7K +510 +3%
ZF
916
Zhang Financial
Michigan
$1.15M
CG
917
Cutler Group
California
$1.14M +$853K +12,200 +330%
TIA
918
Tiemann Investment Advisors
California
$1.13M -$47.1K -674 -4%
FCB
919
First County Bank
Connecticut
$1.13M -$639K -9,135 -37%
LB
920
Legacy Bridge
Iowa
$1.13M
1CP
921
1607 Capital Partners
Virginia
$1.12M -$33.7M -481,100 -97%
CT
922
Columbia Trust
Oregon
$1.12M -$63.9K -913 -5%
PIMG
923
Patriot Investment Management Group
Tennessee
$1.12M
PMFA
924
Plante Moran Financial Advisors
Michigan
$1.11M +$18.6K +266 +2%
HWM
925
Hemington Wealth Management
Virginia
$1.11M -$13.9K -199 -1%

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.