iShares MSCI EAFE ETF
EFA
1,863 hedge funds and large institutions have $42.7B invested in iShares MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 660 increasing their positions, 680 reducing their positions, and 80 closing their positions.
189% more first-time investments, than exits
New positions opened: 231 | Existing positions closed: 80
16% more capital invested
Capital invested by funds: $36.9B → $42.7B (+$5.83B)
7% more funds holding
Funds holding: 1,746 → 1,863 (+117)
3.72% more ownership
Funds ownership: 79.34% → 83.07% (+3.7%)
1% more funds holding in top 10
Funds holding in top 10: 162 → 163 (+1)
3% less repeat investments, than reductions
Existing positions increased: 660 | Existing positions reduced: 680
20% less call options, than puts
Call options by funds: $5.91B | Put options by funds: $7.38B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.68B |
| 2 |
Jane Street
New York
|
+$288M |
| 3 |
JP Morgan Chase
New York
|
+$186M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$155M |
| 5 |
Cerity Partners
New York
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$330M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$207M |
| 3 |
BlackRock
New York
|
-$78.3M |
| 4 |
AIG
American International Group
New York
|
-$74.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$48.2M |
EFA Hedge Fund Activity: Q4 2023 in Review
1,863 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2023, worth a combined $42.7B — up 16% from $36.9B a quarter earlier.
Buyers outnumbered sellers: 231 funds opened new EFA positions and 80 closed out — a net gain of 151 holders — while 660 added to existing stakes and 680 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.68B. The largest seller was Causeway Capital Management, exiting entirely with an estimated $330M sold.
- 1,863 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2023, up from 1,746 in Q3 2023.
- Funds reported $42.7B of iShares MSCI EAFE ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 231 funds opened new iShares MSCI EAFE ETF positions in Q4 2023 and 80 closed out, a net change of +151 holders.
- The largest iShares MSCI EAFE ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.68B added.
- The largest iShares MSCI EAFE ETF seller in Q4 2023 was Causeway Capital Management, an estimated $330M sold.
Based on aggregated 13F filings for Q4 2023.