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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
JAFL
1001
Jay A. Fishman Ltd
Michigan
$924K -$379K -5,225 -29%
BOPW
1002
Brandywine Oak Private Wealth
Pennsylvania
$924K -$306K -4,216 -25%
AIM
1003
Avity Investment Management
Connecticut
$923K -$28.2K -388 -3%
EARNEST Partners
1004
EARNEST Partners
Georgia
$920K
SI
1005
SimpliFi Inc
California
$919K +$2.11K +29 +0.2%
LWMG
1006
Levy Wealth Management Group
Pennsylvania
$918K +$8.28K +114 +0.9%
TC
1007
Trust Company
Kansas
$917K
PIA
1008
Pinion Investment Advisors
Kansas
$916K +$918K +12,641 New
EWM
1009
Empirical Wealth Management
Washington
$911K -$78.3K -1,078 -8%
IIM
1010
INTECH Investment Management
Florida
$908K +$144K +1,977 +19%
AIM
1011
Aspen Investment Management
Michigan
$897K
MA
1012
Montag & Associates
Georgia
$892K
HNWAG
1013
High Net Worth Advisory Group
Florida
$892K
DA
1014
Doliver Advisors
Texas
$887K
WHG
1015
Westwood Holdings Group
Texas
$884K -$77.6K -1,068 -8%
BWM
1016
Baron Wealth Management
Michigan
$884K +$14.1K +194 +2%
CWP
1017
Curated Wealth Partners
California
$881K
BB
1018
Berkshire Bank
Massachusetts
$880K
T
1019
TRUADVICE
Florida
$879K -$4.98M -68,621 -85%
RDFA
1020
Ritter Daniher Financial Advisory
Ohio
$878K -$74.4K -1,025 -8%
VCM
1021
Viewpoint Capital Management
Washington
$877K +$300K +4,125 +52%
FFM
1022
Forum Financial Management
Illinois
$875K -$195K -2,688 -18%
FTS
1023
Fifth Third Securities
Ohio
$874K -$13.5K -186 -2%
CD
1024
Chapin Davis
Maryland
$873K +$9.8K +135 +1%
CG
1025
Cynosure Group
Utah
$870K -$34.9K -480 -4%

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.