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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
SWA
1401
Sightline Wealth Advisors
Connecticut
$314K
IFA
1402
Interactive Financial Advisors
Illinois
$313K -$12.6K -180 -4%
Fisher Asset Management
1403
Fisher Asset Management
Washington
$309K -$154K -2,198 -34%
DP
1404
Dearborn Partners
Illinois
$309K +$15.5K +222 +5%
CK
1405
Cohen Klingenstein
New York
$308K
CWP
1406
CFM Wealth Partners
Texas
$307K -$35.9K -513 -11%
SCA
1407
SMH Capital Advisors
Texas
$307K +$292K +4,168 New
CAM
1408
CPA Asset Management
Florida
$306K -$26.9K -385 -8%
IWS
1409
Insight Wealth Strategies
California
$306K +$4.27K +61 +1%
TWM
1410
Tradition Wealth Management
Minnesota
$306K -$5.25K -75 -2%
SWIG
1411
Strategic Wealth Investment Group
Kentucky
$305K +$298K +4,259 New
AWA
1412
ARQ Wealth Advisors
Arizona
$303K -$23.4K -334 -7%
ERWM
1413
Elk River Wealth Management
Colorado
$303K
CST
1414
Charles Schwab Trust
Nevada
$303K -$44.1K -630 -13%
GAMC
1415
Garner Asset Management Corp
Texas
$302K -$12.3K -176 -4%
GAG
1416
GM Advisory Group
New York
$300K -$87.3K -1,248 -23%
FA
1417
Financial Alternatives
California
$300K
EGWAG
1418
Elwood & Goetz Wealth Advisory Group
Georgia
$298K
TPWA
1419
TRUE Private Wealth Advisors
Oregon
$298K +$291K +4,164 New
RA
1420
Riversedge Advisors
Delaware
$297K
AW
1421
Avion Wealth
Texas
$297K +$140 +2 +0%
DIM
1422
Delta Investment Management
California
$297K
WA
1423
Wambolt & Associates
Colorado
$296K
W
1424
WorthPointe
California
$295K +$8.18K +117 +3%
GGS
1425
Galvin Gaustad & Stein
Arizona
$294K -$20K -286 -7%

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.