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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
NAM
1301
NorthCrest Asset Manangement
Minnesota
$417K +$1.89K +27 +0.5%
SVWAG
1302
Sound View Wealth Advisors Group
Georgia
$415K +$1.4K +20 +0.3%
SFI
1303
SPC Financial Inc
Maryland
$415K +$38.6K +552 +11%
SFG
1304
StrategIQ Financial Group
Indiana
$414K
IAG
1305
Investmark Advisory Group
Connecticut
$413K -$7.48K -107 -2%
EFS
1306
Essex Financial Services
Connecticut
$412K +$9.58K +137 +2%
AR
1307
Apeiron RIA
Texas
$412K -$13.8K -197 -3%
WPWM
1308
Windward Private Wealth Management
Kansas
$411K -$43.1K -616 -10%
GC
1309
GFG Capital
Florida
$408K -$165K -2,360 -38%
TFS
1310
Thoroughbred Financial Services
Tennessee
$407K +$29.9K +428 +8%
CFS
1311
Cannon Financial Strategists
Georgia
$406K
CFFP
1312
Center for Financial Planning
Michigan
$406K -$4.69K -67 -1%
JCM
1313
Jag Capital Management
Missouri
$405K
LRWA
1314
Long Run Wealth Advisors
New York
$404K
CTA
1315
Colonial Trust Advisors
South Carolina
$404K -$25.7K -367 -6%
FNBTCON
1316
First National Bank & Trust Co of Newtown
Pennsylvania
$402K
IWM
1317
Integris Wealth Management
California
$399K +$87.4K +1,250 +29%
SFB
1318
STAR Financial Bank
Indiana
$398K -$92.5K -1,323 -19%
PWMG
1319
Provence Wealth Management Group
California
$397K -$10.3K -147 -3%
JHCP
1320
Jackson Hole Capital Partners
Oklahoma
$397K
MRCM
1321
M&R Capital Management
New Jersey
$397K
DCM
1322
Donaldson Capital Management
Indiana
$395K -$17.9K -256 -4%
SIC
1323
Samalin Investment Counsel
New York
$394K -$839 -12 -0.2%
ANBT
1324
American National Bank & Trust
Texas
$393K -$807K -11,541 -68%
DI
1325
DDFG Inc
California
$390K +$2.38K +34 +0.6%

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.