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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
DI
1351
DDFG Inc
California
$397K +$1.31K +18 +0.3%
KWA
1352
Kingswood Wealth Advisors
California
$394K +$395K +5,440 New
P
1353
&Partners
Tennessee
$394K +$290 +4 +0.1%
RBC
1354
Romano Brothers & Co
Illinois
$394K
NAM
1355
NorthCrest Asset Manangement
Minnesota
$394K -$28.5K -392 -7%
LWCFA
1356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$394K -$581K -7,997 -60%
NSAM
1357
North Star Asset Management
Wisconsin
$391K
SMA
1358
Seven Mile Advisory
New Jersey
$391K +$391K +5,390 New
DCM
1359
Donaldson Capital Management
Indiana
$389K -$11.2K -154 -3%
RIG
1360
RiverFront Investment Group
Virginia
$389K
CWM
1361
ClientFirst Wealth Management
Arkansas
$388K
WWM
1362
Wolff Wiese Magana
California
$388K -$6.17K -85 -2%
BST
1363
Bath Savings Trust
Maine
$387K
GFPC
1364
Global Financial Private Client
Florida
$385K -$871 -12 -0.2%
CC
1365
Callan Capital
California
$385K +$386K +5,313 New
FAM
1366
Flaharty Asset Management
Florida
$384K +$384K +5,290 New
VCP
1367
Vista Capital Partners
Oregon
$383K
AFA
1368
Alpha Financial Advisors
North Carolina
$383K +$8.28K +114 +2%
PWMG
1369
Provence Wealth Management Group
California
$383K -$20.3K -280 -5%
HCA
1370
Horan Capital Advisors
Ohio
$382K
CA
1371
Calton & Associates
Florida
$381K -$198K -2,722 -34%
ANBT
1372
American National Bank & Trust
Texas
$381K -$18.2K -251 -5%
CFFP
1373
Center for Financial Planning
Michigan
$379K -$32.2K -443 -8%
IWS
1374
Insight Wealth Strategies
California
$379K +$68.3K +941 +22%
SFB
1375
STAR Financial Bank
Indiana
$378K -$24.8K -342 -6%

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.