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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
JFA
1251
JNBA Financial Advisors
Minnesota
$459K
WA
1252
Wealth Architects
California
$459K -$38K -543 -8%
CAGAS
1253
Capital Advisory Group Advisory Services
Minnesota
$457K -$30.8K -440 -6%
HWM
1254
Howard Wealth Management
Connecticut
$456K -$21.8K -312 -5%
IWP
1255
Icon Wealth Partners
Texas
$456K +$446K +6,372 New
WP
1256
WMS Partners
Maryland
$455K -$2.52K -36 -0.6%
LWM
1257
Liberty Wealth Management
California
$455K +$445K +6,361 New
CCP
1258
Clarkston Capital Partners
Michigan
$451K
PCS
1259
Personal CFO Solutions
New Jersey
$450K -$6.79K -97 -2%
GIA
1260
GHP Investment Advisors
Colorado
$449K
TCM
1261
Telos Capital Management
California
$449K -$18.5K -265 -4%
CIAS
1262
CBIZ Investment Advisory Services
Ohio
$446K +$1.33K +19 +0.3%
SPWM
1263
Straight Path Wealth Management
Michigan
$446K +$35K +500 +9%
AIMC
1264
Alley Investment Management Company
Illinois
$446K -$3.5K -50 -0.8%
LWMNY
1265
Landmark Wealth Management (New York)
New York
$446K -$96.8K -1,384 -18%
CAM
1266
Close Asset Management
United Kingdom
$446K
S
1267
SignatureFD
Georgia
$446K +$115K +1,649 +36%
CWM
1268
Curi Wealth Management
North Carolina
$445K -$61K -872 -12%
BFC
1269
Blue Fin Capital
Rhode Island
$445K -$2.1K -30 -0.5%
AWM
1270
Aberdeen Wealth Management
Illinois
$445K
GCM
1271
Gables Capital Management
Florida
$443K
SCM
1272
SOL Capital Management
Maryland
$443K
GWM
1273
Greenwich Wealth Management
Connecticut
$442K
FPAS
1274
Focus Partners Advisor Solutions
Missouri
$442K -$5.11M -73,084 -92%
MCG
1275
McCollum Christoferson Group
New York
$436K

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.