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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
EP
1376
Eudaimonia Partners
Tennessee
$342K -$50.2K -718 -13%
SIA
1377
Soltis Investment Advisors
Utah
$342K
ST
1378
Spinnaker Trust
Maine
$341K
APW
1379
Aurora Private Wealth
New Jersey
$340K +$333K +4,759 New
KIA
1380
KCM Investment Advisors
California
$340K -$19.7K -281 -6%
AGA
1381
Arkos Global Advisors
Texas
$339K -$4.06K -58 -1%
EWM
1382
EPG Wealth Management
Georgia
$336K
SS
1383
Sound Stewardship
Kansas
$335K +$35.3K +505 +12%
FA
1384
Fountainhead AM
New Jersey
$335K -$8.88K -127 -3%
LB
1385
Leo Brokerage
Texas
$333K +$326K +4,657 New
NCM
1386
Northside Capital Management
Oregon
$332K
KCPG
1387
Kavar Capital Partners Group
Kansas
$332K -$14K -200 -4%
TGAM
1388
TBH Global Asset Management
Tennessee
$331K -$26.2K -375 -7%
ZIM
1389
Zacks Investment Management
Illinois
$329K -$2.79M -39,858 -90%
VP
1390
Verum Partners
North Carolina
$329K
FPGK
1391
Financial Partners Group (Kansas)
Kansas
$329K -$2.45K -35 -0.8%
FVWA
1392
Foster Victor Wealth Advisors
South Carolina
$327K +$18.6K +266 +6%
BIA
1393
Bigelow Investment Advisors
Maine
$325K +$26.9K +385 +9%
HWA
1394
Hillcrest Wealth Advisors
New Jersey
$322K
BA
1395
Bellwether Advisors
Nebraska
$320K -$186K -2,666 -37%
GSC
1396
Grey Street Capital
Illinois
$320K +$313K +4,469 New
PWA
1397
Pillar Wealth Advisors
Pennsylvania
$318K
BSWA
1398
Bromfield Sneider Wealth Advisors
Massachusetts
$318K
ASC
1399
Atalanta Sosnoff Capital
New York
$318K +$75.3K +1,076 +32%
SC
1400
Searle & Co
Connecticut
$314K

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.