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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
EWP
1301
Elevation Wealth Partners
California
$442K
BFC
1302
Blue Fin Capital
Rhode Island
$442K -$1.45K -20 -0.3%
EI
1303
Ellevest Inc
New York
$442K +$10.9K +150 +3%
CCM
1304
Cullen Capital Management
New York
$441K +$63.3K +872 +17%
CNBTD
1305
Citizens National Bank Trust Department
Mississippi
$441K
SRC
1306
Sage Rhino Capital
California
$440K
CWAF
1307
Core Wealth Advisors (Florida)
Florida
$440K
ZB
1308
Zions Bancorporation
Utah
$440K +$414K +5,700 +1,549%
W
1309
WealthOne
New York
$440K +$5.45K +75 +1%
BWCS
1310
Beirne Wealth Consulting Services
Connecticut
$439K +$148K +2,033 +51%
MPW
1311
MA Private Wealth
California
$436K
FG
1312
Fiduciary Group
Georgia
$436K -$30.1K -415 -6%
LCM
1313
Linker Capital Management
Kentucky
$434K -$189K -2,608 -30%
MWM
1314
Mascoma Wealth Management
New Hampshire
$433K +$14.9K +205 +4%
CFO
1315
Collective Family Office
Pennsylvania
$433K
ESB
1316
Essex Savings Bank
Connecticut
$432K -$8.86K -122 -2%
PA
1317
PFG Advisors
Arizona
$431K -$62.7K -864 -13%
SIAP
1318
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$430K
SCM
1319
SOL Capital Management
Maryland
$430K -$19.8K -273 -4%
CCM
1320
Colorado Capital Management
Colorado
$430K -$3.78K -52 -0.9%
TCWA
1321
Ten Capital Wealth Advisors
Washington
$429K +$345K +4,752 +405%
SFG
1322
Sage Financial Group
Pennsylvania
$428K -$6.17K -85 -1%
MFGP
1323
Marshall Financial Group (Pennsylvania)
Pennsylvania
$427K +$4.14K +57 +1%
THWM
1324
Taylor Hoffman Wealth Management
Virginia
$426K
BBW
1325
Blue Barn Wealth
Utah
$425K -$14.7K -203 -3%

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.