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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
SS
1426
Sound Stewardship
Kansas
$331K -$9.22K -127 -3%
FA
1427
Fountainhead AM
New Jersey
$330K -$9.37K -129 -3%
EP
1428
Eudaimonia Partners
Tennessee
$328K -$18.7K -257 -5%
HWA
1429
Hillcrest Wealth Advisors
New Jersey
$326K
BIA
1430
Bigelow Investment Advisors
Maine
$325K -$5.3K -73 -2%
GSC
1431
Grey Street Capital
Illinois
$324K
HFS
1432
Howard Financial Services
Texas
$323K -$25.3K -348 -7%
CF
1433
Corrigan Financial
Rhode Island
$323K -$31.2K -430 -9%
PWA
1434
Pillar Wealth Advisors
Pennsylvania
$322K
BSWA
1435
Bromfield Sneider Wealth Advisors
Massachusetts
$322K
ASC
1436
Atalanta Sosnoff Capital
New York
$322K
SC
1437
Searle & Co
Connecticut
$318K
GI
1438
Gradient Investments
Minnesota
$318K +$185K +2,553 +140%
LWM
1439
LJI Wealth Management
Indiana
$314K -$73.2K -1,008 -19%
SWA
1440
Sightline Wealth Advisors
Connecticut
$314K
DP
1441
Dearborn Partners
Illinois
$313K
GAMC
1442
Garner Asset Management Corp
Texas
$313K +$7.19K +99 +2%
BMCM
1443
Burns Matteson Capital Management
New York
$313K +$313K +4,315 New
KIA
1444
KCM Investment Advisors
California
$312K -$32.8K -452 -10%
CK
1445
Cohen Klingenstein
New York
$312K
TPWA
1446
TRUE Private Wealth Advisors
Oregon
$310K +$7.77K +107 +3%
TWM
1447
Tradition Wealth Management
Minnesota
$309K -$1.23K -17 -0.4%
DIM
1448
Delta Investment Management
California
$306K +$5.45K +75 +2%
IFA
1449
Interactive Financial Advisors
Illinois
$305K -$12.1K -167 -4%
AWA
1450
Acorn Wealth Advisors
Michigan
$305K +$8.13K +112 +3%

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.