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
CCM
951
Condor Capital Management
New Jersey
$1.11M -$108K -1,486 -9%
LL
952
LWMG LLC
Minnesota
$1.1M -$70.2K -967 -6%
LRIC
953
Long Road Investment Counsel
Michigan
$1.1M -$14.5K -200 -1%
HFP
954
Holistic Financial Partners
Indiana
$1.1M +$6.03K +83 +0.6%
PIMG
955
Patriot Investment Management Group
Tennessee
$1.1M -$38.2K -526 -3%
HIS
956
Harvest Investment Services
Illinois
$1.1M +$1.1M +15,138 New
JF
957
JSF Financial
California
$1.09M -$25.3K -348 -2%
CSWM
958
Cassady Schiller Wealth Management
Ohio
$1.09M +$50K +688 +5%
FPTW
959
Franklin, Parlapiano, Turner & Welch
Texas
$1.09M
AF
960
Apexium Financial
Texas
$1.08M +$38.6K +531 +4%
GTAM
961
Global Trust Asset Management
Florida
$1.08M
JFL
962
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.07M
LDB
963
Lee, Danner & Bass
Tennessee
$1.07M +$2.9K +40 +0.3%
ACM
964
Arlington Capital Management
Illinois
$1.07M -$2.83K -39 -0.3%
AWA
965
Amplius Wealth Advisors
Pennsylvania
$1.07M -$30.5K -420 -3%
SB
966
Sunflower Bank
Texas
$1.06M -$13.2K -182 -1%
ST
967
Sentinel Trust
Texas
$1.06M -$216K -2,972 -17%
CWP
968
Cyndeo Wealth Partners
Florida
$1.06M -$9.66K -133 -0.9%
AF
969
Advisornet Financial
Minnesota
$1.06M +$30.6K +421 +3%
AWA
970
Arkadios Wealth Advisors
Georgia
$1.05M +$282K +3,887 +37%
HB
971
Horizon Bancorp
Indiana
$1.04M +$994K +13,682 +1,854%
WMSA
972
Weiss Multi-Strategy Advisers
New York
$1.04M +$1.05M +14,394 New
ODG
973
O'Dell Group
Ohio
$1.03M +$325K +4,474 +46%
CA
974
Claro Advisors
Massachusetts
$1.02M +$130K +1,786 +15%
WP
975
WealthSource Partners
California
$1.02M +$772K +10,630 +307%

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.