iShares MSCI EAFE ETF
EFA
1,587 hedge funds and large institutions have $33.5B invested in iShares MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 468 increasing their positions, 733 reducing their positions, and 134 closing their positions.
0.6% more ownership
Funds ownership: 79.67% → 80.26% (+0.6%)
5% less funds holding
Funds holding: 1,676 → 1,587 (-89)
6% less capital invested
Capital invested by funds: $35.9B → $33.5B (-$2.31B)
14% less funds holding in top 10
Funds holding in top 10: 146 → 126 (-20)
36% less repeat investments, than reductions
Existing positions increased: 468 | Existing positions reduced: 733
49% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 134
60% less call options, than puts
Call options by funds: $2.62B | Put options by funds: $6.52B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$265M |
| 2 |
BlackRock
New York
|
+$203M |
| 3 |
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
+$195M |
| 4 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$172M |
| 5 |
Nisa Investment Advisors
St. Louis,
Missouri
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$569M |
| 2 |
Barclays
London,
United Kingdom
|
-$145M |
| 3 |
WCM Investment Management
Laguna Beach,
California
|
-$145M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$117M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$113M |
EFA Hedge Fund Activity: Q3 2022 in Review
1,587 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2022, worth a combined $33.5B — down 6.4% from $35.9B a quarter earlier.
Sellers outnumbered buyers: 134 funds closed out of EFA and 69 opened new positions — a net loss of 65 holders — while 733 trimmed existing stakes and 468 added.
The largest buyer was Causeway Capital Management, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $569M.
- 1,587 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2022, down from 1,676 in Q2 2022.
- Funds reported $33.5B of iShares MSCI EAFE ETF stock for Q3 2022, down 6.4% quarter-over-quarter.
- 69 funds opened new iShares MSCI EAFE ETF positions in Q3 2022 and 134 closed out, a net change of -65 holders.
- The largest iShares MSCI EAFE ETF buyer in Q3 2022 was Causeway Capital Management, an estimated $265M added.
- The largest iShares MSCI EAFE ETF seller in Q3 2022 was JP Morgan Chase, an estimated $569M sold.
Based on aggregated 13F filings for Q3 2022.