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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
GAM
976
Gotham Asset Management
New York
$944K
EP
977
Edgestream Partners
New Jersey
$942K +$356K +5,095 +63%
RDFA
978
Ritter Daniher Financial Advisory
Ohio
$939K -$281K -4,024 -23%
AIM
979
Avity Investment Management
Connecticut
$938K +$59.5K +850 +7%
EIP
980
Easterly Investment Partners
Massachusetts
$935K
WWM
981
Windsor Wealth Management
Indiana
$933K
MWM
982
Marietta Wealth Management
Georgia
$929K
Kovitz Investment Group Partners
983
Kovitz Investment Group Partners
Illinois
$928K
FH
984
FWG Holdings
Florida
$925K +$158K +2,258 +21%
AWA
985
Archvest Wealth Advisors
California
$925K
SHFA
986
SC&H Financial Advisors
Maryland
$921K +$176K +2,518 +24%
EARNEST Partners
987
EARNEST Partners
Georgia
$907K
SI
988
SimpliFi Inc
California
$905K -$84.4K -1,207 -9%
TC
989
Trust Company
Kansas
$905K
LFA
990
Landmark Financial Advisors
Kentucky
$903K -$24.5K -350 -3%
LWMG
991
Levy Wealth Management Group
Pennsylvania
$898K -$15.5K -222 -2%
CG
992
Cynosure Group
Utah
$892K
TAM
993
Tocqueville Asset Management
New York
$887K +$868K +12,407 New
ARC
994
Advisor Resource Council
Texas
$886K +$860K +12,289 New
AIM
995
Aspen Investment Management
Michigan
$885K
FPIS
996
Financial Planning & Information Services
Wisconsin
$884K -$268K -3,837 -24%
GA
997
GFS Advisors
Texas
$881K -$5.81K -83 -0.7%
SIC
998
Salem Investment Counselors
North Carolina
$880K +$273K +3,905 +46%
CA
999
Claro Advisors
Massachusetts
$880K +$64.3K +919 +8%
MA
1000
Montag & Associates
Georgia
$880K

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.