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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
EWP
1276
Elevation Wealth Partners
California
$436K +$426K +6,095 New
CNBTD
1277
Citizens National Bank Trust Department
Mississippi
$435K
ESB
1278
Essex Savings Bank
Connecticut
$435K -$19K -272 -4%
HVIA
1279
Hudson Valley Investment Advisors
New York
$435K -$16.7K -239 -4%
SRC
1280
Sage Rhino Capital
California
$434K
BBW
1281
Blue Barn Wealth
Utah
$434K +$2.1K +30 +0.5%
CWAF
1282
Core Wealth Advisors (Florida)
Florida
$434K -$92.5K -1,323 -18%
AT
1283
Arden Trust
Delaware
$434K -$3.4M -48,585 -89%
MPW
1284
MA Private Wealth
California
$431K -$210 -3 -0%
W
1285
WealthOne
New York
$428K -$25.3K -361 -6%
SFG
1286
Sage Financial Group
Pennsylvania
$428K +$839 +12 +0.2%
CCM
1287
Colorado Capital Management
Colorado
$428K -$127K -1,816 -23%
CFO
1288
Collective Family Office
Pennsylvania
$427K +$42.7K +611 +11%
FCP
1289
Fidelis Capital Partners
Florida
$427K +$404K +5,779 New
MWM
1290
Mascoma Wealth Management
New Hampshire
$426K -$1.75K -25 -0.4%
EI
1291
Ellevest Inc
New York
$425K
SIAP
1292
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$424K
CWM
1293
Castle Wealth Management
Florida
$423K -$234K -3,349 -36%
PCA
1294
Peddock Capital Advisors
Massachusetts
$423K -$35.3K -505 -8%
GA
1295
Greenspring Advisors
Maryland
$421K
RFA
1296
RTD Financial Advisors
Pennsylvania
$420K -$95.1K -1,360 -19%
THWM
1297
Taylor Hoffman Wealth Management
Virginia
$420K
AG
1298
Ascent Group
Virginia
$419K -$32.9K -470 -7%
Invesco
1299
Invesco
Georgia
$417K -$5.29M -75,692 -93%
MFGP
1300
Marshall Financial Group (Pennsylvania)
Pennsylvania
$417K

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.