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iShares MSCI EAFE ETF

1,701 hedge funds and large institutions have $39.7B invested in iShares MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 563 increasing their positions, 691 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 89

27% more funds holding in top 10

Funds holding in top 10: 126160 (+34)

18% more capital invested

Capital invested by funds: $33.5B → $39.7B (+$6.15B)

7% more funds holding

Funds holding: 1,5871,701 (+114)

1.31% less ownership

Funds ownership: 80.26%78.95% (-1.3%)

19% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 691

41% less call options, than puts

Call options by funds: $3.95B | Put options by funds: $6.67B

Holders
1,701
Holders Change
+114
Holders Change %
+7.18%
% of All Funds
27.34%
Holding in Top 10
160
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+26.98%
% of All Funds
2.57%
New
241
Increased
563
Reduced
691
Closed
89
Calls
$3.95B
Puts
$6.67B
Net Calls
-$2.72B
Net Calls Change
+$1.18B
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$34.2M +$1.65M +26,278 +5%
SCM
127
SCS Capital Management
Massachusetts
$33.9M -$23.4K -373 -0.1%
CG
128
Colony Group
Massachusetts
$33M +$11.5M +183,074 +57%
VCA
129
Verdence Capital Advisors
Maryland
$32.8M +$13M +208,279 +71%
1CP
130
1607 Capital Partners
Virginia
$32.6M +$31.1M +496,800 New
Brown Advisory
131
Brown Advisory
Maryland
$32.4M -$1.91M -30,525 -6%
JIC
132
Johnson Investment Counsel
Ohio
$32.3M +$8.61M +137,414 +39%
SAM
133
Silvercrest Asset Management
New York
$31.4M +$43K +687 +0.1%
SGI
134
Swan Global Investments
Colorado
$31.4M -$2.58M -41,246 -8%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$31M -$109M -1,741,975 -79%
MMA
136
Miracle Mile Advisors
California
$30.2M +$21.4M +341,210 +287%
TPCW
137
TD Private Client Wealth
New York
$29.8M +$8.18M +130,594 +40%
DWM
138
Destination Wealth Management
California
$28.5M -$687K -10,971 -2%
CS
139
Comerica Securities
Michigan
$28.5M +$1.13M +18,087 +4%
CB
140
Commerce Bank
Missouri
$27.6M -$474K -7,567 -2%
FNBT
141
FineMark National Bank & Trust
Florida
$27.2M +$7.97M +127,301 +44%
AIA
142
Arbor Investment Advisors
North Carolina
$26.5M -$22.6K -361 -0.1%
CI
143
Conning Inc
Connecticut
$26.2M +$1.88M +29,939 +8%
BP
144
Ballentine Partners
Massachusetts
$26M -$31.9K -510 -0.1%
CAN
145
Cetera Advisor Networks
California
$25.8M +$3.16M +50,393 +15%
GCM
146
Gladius Capital Management
Illinois
$25.5M -$144M -2,297,496 -86%
IAIM
147
Industrial Alliance Investment Management
Quebec, Canada
$25M -$4.75M -75,839 -17%
AF
148
Allworth Financial
California
$25M -$17.7M -282,626 -43%
OAC
149
OMERS Administration Corp
Ontario, Canada
$24.7M -$62.6K -1,000 -0.3%
IA
150
IFG Advisors
Missouri
$24.6M +$1.36M +21,683 +6%

EFA Hedge Fund Activity: Q4 2022 in Review

1,701 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2022, worth a combined $39.7B — up 18% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 241 funds opened new EFA positions and 89 closed out — a net gain of 152 holders — while 563 added to existing stakes and 691 trimmed.

The largest buyer was Jane Street, adding an estimated $153M. The largest seller was BlackRock, cutting an estimated $1.01B.

  • 1,701 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2022, up from 1,587 in Q3 2022.
  • Funds reported $39.7B of iShares MSCI EAFE ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 241 funds opened new iShares MSCI EAFE ETF positions in Q4 2022 and 89 closed out, a net change of +152 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2022 was Jane Street, an estimated $153M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2022 was BlackRock, an estimated $1.01B sold.

Based on aggregated 13F filings for Q4 2022.