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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
TA
1401
TFB Advisors
Kansas
$356K +$356K +4,909 New
SWM
1402
SFG Wealth Management
Maryland
$355K +$3.05K +42 +0.9%
MF
1403
Meridian Financial
Massachusetts
$355K +$1.09K +15 +0.3%
NPT
1404
Nixon Peabody Trust
Massachusetts
$354K -$968K -13,329 -73%
USB
1405
Union Savings Bank
Connecticut
$353K +$345K +4,745 New
GIA
1406
GHP Investment Advisors
Colorado
$352K -$102K -1,404 -22%
MWPCG
1407
Measured Wealth Private Client Group
New Hampshire
$349K +$350K +4,819 New
SL
1408
Sentinus LLC
Illinois
$349K +$115K +1,585 +49%
FMC
1409
First Merchants Corp
Indiana
$349K -$871 -12 -0.2%
DFC
1410
DBK Financial Counsel
Ohio
$348K
AGA
1411
Arkos Global Advisors
Texas
$347K +$3.27K +45 +0.9%
CWP
1412
CFM Wealth Partners
Texas
$347K +$35.4K +487 +11%
JPG
1413
Jordan Park Group
California
$346K -$149K -2,056 -30%
CWM
1414
Cranbrook Wealth Management
Michigan
$346K -$174K -2,395 -33%
BA
1415
Bellwether Advisors
Nebraska
$346K +$21.1K +290 +6%
EWM
1416
EPG Wealth Management
Georgia
$345K +$5.08K +70 +1%
ST
1417
Spinnaker Trust
Maine
$345K
DSN
1418
D. Scott Neal
Kentucky
$345K +$346K +4,758 New
PCIA
1419
Prime Capital Investment Advisors
Kansas
$344K +$345K +4,749 New
SIA
1420
Schechter Investment Advisors
Michigan
$343K -$8.06K -111 -2%
NCM
1421
Northside Capital Management
Oregon
$337K
KCPG
1422
Kavar Capital Partners Group
Kansas
$336K
TGAM
1423
TBH Global Asset Management
Tennessee
$336K
VP
1424
Verum Partners
North Carolina
$334K +$290 +4 +0.1%
NAG
1425
Northstar Advisory Group
New Jersey
$332K +$332K +4,573 New

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.