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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
Koshinski Asset Management
1176
Koshinski Asset Management
Illinois
$599K -$102K -1,398 -14%
HPM
1177
Hudson Portfolio Management
New York
$599K +$12.7K +175 +2%
GAB
1178
German American Bancorp
Indiana
$598K +$5.37K +74 +0.9%
MFT
1179
Moisand Fitzgerald Tamayo
Florida
$598K
MFG
1180
Magnus Financial Group
New York
$593K -$90.7K -1,249 -13%
GLA
1181
Good Life Advisors
Pennsylvania
$593K +$593K +8,173 New
STC
1182
Sarah T. Connolly
$592K
JAG
1183
Journey Advisory Group
Kentucky
$591K -$13.7K -188 -2%
PCM
1184
Perritt Capital Management
Illinois
$585K -$8.71K -120 -1%
NSB
1185
Norway Savings Bank
Maine
$583K
NFC
1186
Northeast Financial Consultants
Connecticut
$582K +$101K +1,385 +21%
DWP
1187
Daymark Wealth Partners
Ohio
$582K +$582K +8,021 New
Betterment LLC
1188
Betterment LLC
New York
$580K +$295K +4,066 +103%
EA
1189
Ergawealth Advisors
Illinois
$579K +$580K +7,987 New
SWA
1190
SOA Wealth Advisors
New York
$578K -$50.9K -701 -8%
ST
1191
Sabal Trust
Florida
$577K -$29K -400 -5%
GKIM
1192
GW&K Investment Management
Massachusetts
$577K -$523K -7,196 -48%
PAG
1193
Private Advisory Group
Washington
$576K -$26.4K -364 -4%
OC
1194
Oarsman Capital
Wisconsin
$576K +$21.9K +301 +4%
DSC
1195
Duncker Streett & Co
Missouri
$575K +$18.2K +250 +3%
PCG
1196
Prosperity Consulting Group
Maryland
$574K +$8.42K +116 +1%
ZIM
1197
Zacks Investment Management
Illinois
$573K +$240K +3,299 +72%
CFP
1198
Cypress Financial Planning
New Jersey
$572K -$20.1K -277 -3%
BAAM
1199
Baker Avenue Asset Management
California
$569K -$8.64K -119 -1%
DJSG
1200
D.J. St. Germain
Massachusetts
$566K +$567K +7,804 New

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.