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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
MA
1351
MKT Advisors
California
$368K -$1.47K -21 -0.4%
PFSC
1352
Peoples Financial Services Corp
Pennsylvania
$365K
KFI
1353
Key Financial Inc
Pennsylvania
$364K +$130K +1,860 +58%
TRIA
1354
Trail Ridge Investment Advisors
Colorado
$363K +$355K +5,075 New
AIM
1355
AHL Investment Management
Florida
$362K
GCA
1356
Gradient Capital Advisors
California
$362K
IFA
1357
Index Fund Advisors
California
$361K
SAM
1358
SignalPoint Asset Management
Missouri
$360K
B
1359
Bridgeworth
Alabama
$359K -$30.4K -435 -8%
FWM
1360
Forza Wealth Management
Florida
$358K
HHMI
1361
Howard Hughes Medical Institute
Maryland
$358K
PSP
1362
Pacific Sage Partners
Washington
$355K
FAB
1363
First American Bank
Illinois
$354K
GD
1364
Grandfield & Dodd
New York
$353K -$14.4K -206 -4%
HIP
1365
HUB Investment Partners
Texas
$352K +$9.86K +141 +3%
CF
1366
Corrigan Financial
Rhode Island
$349K -$32.9K -471 -9%
MF
1367
Meridian Financial
Massachusetts
$349K +$4.55K +65 +1%
SWM
1368
SFG Wealth Management
Maryland
$348K
SIA
1369
Schechter Investment Advisors
Michigan
$346K -$5.11K -73 -1%
MAM
1370
Meeder Asset Management
Ohio
$346K -$200K -2,853 -37%
FMC
1371
First Merchants Corp
Indiana
$345K
HFS
1372
Howard Financial Services
Texas
$344K -$533K -7,622 -61%
FI
1373
Financial Insights
Washington
$344K -$1.68K -24 -0.5%
DFC
1374
DBK Financial Counsel
Ohio
$344K -$4.2K -60 -1%
EWS
1375
Evergreen Wealth Solutions
Pennsylvania
$343K -$188K -2,688 -36%

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.