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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
JIC
1126
Joel Isaacson & Co
New York
$627K
SS
1127
Sunbelt Securities
Texas
$624K -$869K -12,419 -59%
APW
1128
Acima Private Wealth
Virginia
$624K
QWM
1129
QP Wealth Management
New Jersey
$624K
SWA
1130
SOA Wealth Advisors
New York
$621K +$21K +300 +4%
BWA
1131
Bordeaux Wealth Advisors
California
$618K +$605K +8,645 New
CANC
1132
Culbertson A N & Co
Virginia
$616K -$81.5K -1,165 -12%
LCM
1133
Linker Capital Management
Kentucky
$614K
SWA
1134
Sax Wealth Advisors
New Jersey
$613K +$10.5K +150 +2%
ACS
1135
Archford Capital Strategies
Illinois
$613K -$16K -229 -3%
WFO
1136
Wealthgate Family Office
Colorado
$613K
V
1137
VeraBank
Texas
$612K
ICG
1138
InterOcean Capital Group
Tennessee
$609K -$10.8K -154 -2%
DACG
1139
Donor Advised Charitable Giving
California
$609K +$109K +1,553 +22%
ICP
1140
Interchange Capital Partners
Pennsylvania
$608K +$595K +8,506 New
EAM
1141
Empirical Asset Management
Massachusetts
$606K -$7.62K -109 -1%
SAM
1142
Strategy Asset Managers
California
$604K +$113K +1,619 +24%
AOWM
1143
Alpha Omega Wealth Management
Virginia
$603K
C
1144
Certuity
Florida
$600K +$7.62K +109 +1%
VWA
1145
V Wealth Advisors
Kansas
$600K +$586K +8,384 New
HWM
1146
Hohimer Wealth Management
Washington
$599K +$586K +8,371 New
BWA
1147
Beam Wealth Advisors
Louisiana
$599K -$909 -13 -0.2%
ST
1148
Sabal Trust
Florida
$598K -$15.1K -216 -3%
JAG
1149
Journey Advisory Group
Kentucky
$597K -$78.4K -1,121 -12%
PAG
1150
Private Advisory Group
Washington
$595K +$582K +8,315 New

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.