We are live on ! Find out more
EFA icon

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
YIA
1326
YHB Investment Advisors
Connecticut
$423K +$42.2K +581 +11%
HIP
1327
HUB Investment Partners
Texas
$423K +$66.2K +912 +19%
SIA
1328
Soltis Investment Advisors
Utah
$422K +$75.7K +1,042 +22%
TCM
1329
Telos Capital Management
California
$421K -$33.9K -467 -7%
IAG
1330
Investmark Advisory Group
Connecticut
$420K +$1.96K +27 +0.5%
FCP
1331
Fidelis Capital Partners
Florida
$419K
OFA
1332
Oak Family Advisors
Illinois
$419K -$59.9K -825 -13%
MPM
1333
MBB Public Markets
Illinois
$418K +$419K +5,765 New
CFS
1334
Cannon Financial Strategists
Georgia
$417K +$5.3K +73 +1%
GCM
1335
Gables Capital Management
Florida
$413K -$36.3K -500 -8%
TFS
1336
Thoroughbred Financial Services
Tennessee
$413K
PCS
1337
Personal CFO Solutions
New Jersey
$413K -$42.9K -591 -9%
SVWAG
1338
Sound View Wealth Advisors Group
Georgia
$412K -$9.51K -131 -2%
LRWA
1339
Long Run Wealth Advisors
New York
$410K
FNBTCON
1340
First National Bank & Trust Co of Newtown
Pennsylvania
$408K
AG
1341
Ascent Group
Virginia
$405K -$19.2K -265 -5%
IWM
1342
Integris Wealth Management
California
$404K
JCM
1343
Jag Capital Management
Missouri
$403K -$7.26K -100 -2%
SIC
1344
Samalin Investment Counsel
New York
$403K +$3.78K +52 +0.9%
CWM
1345
Curi Wealth Management
North Carolina
$403K -$48.4K -666 -11%
JHCP
1346
Jackson Hole Capital Partners
Oklahoma
$403K
WA
1347
WP Advisors
California
$401K +$7.04K +97 +2%
BCP
1348
Berkeley Capital Partners
Georgia
$401K +$6.83K +94 +2%
AT
1349
Arden Trust
Delaware
$398K -$42K -579 -10%
FIA
1350
Foundations Investment Advisors
Arizona
$397K +$18.1K +249 +5%

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.