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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
PHIC
1076
Pine Haven Investment Counsel
Massachusetts
$729K
CPA
1077
Capital Planning Advisors
California
$727K +$711K +10,161 New
BFS
1078
Bard Financial Services
Connecticut
$727K
FC
1079
FCA Corp
Texas
$726K -$36.6K -523 -5%
BC
1080
Burney Company
Virginia
$722K -$15.5K -221 -2%
HI
1081
Harbour Investments
Wisconsin
$717K +$165K +2,353 +31%
PWA
1082
Peterson Wealth Advisors
Utah
$716K -$7.34K -105 -1%
WI
1083
Wintrust Investments
Illinois
$714K -$84.9K -1,214 -11%
KCM
1084
Kanawha Capital Management
Virginia
$714K -$119K -1,706 -15%
NCM
1085
Next Capital Management
New York
$712K -$25.8K -369 -4%
TAM
1086
Townsend Asset Management
North Carolina
$711K -$14.5K -208 -2%
IF
1087
Intrua Financial
Texas
$709K -$41.6K -595 -6%
DDC
1088
DF Dent & Co
Maryland
$706K
MIC
1089
Meridian Investment Counsel
California
$701K
ODG
1090
O'Dell Group
Ohio
$698K +$3.01K +43 +0.4%
WPP
1091
Whalerock Point Partners
Rhode Island
$697K
RWP
1092
RWA Wealth Partners
Massachusetts
$696K
BFAG
1093
Blackston Financial Advisory Group
Florida
$695K +$680K +9,717 New
FAM
1094
Formidable Asset Management
Ohio
$694K -$5.39K -77 -0.8%
Koshinski Asset Management
1095
Koshinski Asset Management
Illinois
$691K -$41.1K -588 -6%
FM
1096
Family Management
New York
$689K -$1.48M -21,130 -69%
SWM
1097
SeaCrest Wealth Management
New York
$687K -$71.9K -1,028 -10%
FA
1098
Fiducient Advisors
Illinois
$685K -$278K -3,970 -29%
RPWA
1099
Regent Peak Wealth Advisors
Georgia
$683K -$1.19K -17 -0.2%
OCM
1100
Objective Capital Management
Ohio
$680K

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.