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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
HVIA
1476
Hudson Valley Investment Advisors
New York
$289K -$152K -2,091 -34%
NAS
1477
Nicolet Advisory Services
Wisconsin
$289K +$298K +4,100 New
KM
1478
Kalos Management
Georgia
$288K -$1.38K -19 -0.5%
BW
1479
Bison Wealth
Georgia
$288K +$288K +3,966 New
AIS
1480
American Investment Services
Massachusetts
$286K -$31.2K -430 -10%
CAM
1481
Cozad Asset Management
Illinois
$285K
AAMC
1482
Asset Allocation & Management Company
Illinois
$285K
FI
1483
Financial Insights
Washington
$285K -$63.7K -877 -18%
SCM
1484
Shelton Capital Management
Colorado
$282K -$15K -207 -5%
CWA
1485
Cornerstone Wealth Advisors
Minnesota
$281K -$7.26K -100 -3%
GC
1486
GFG Capital
Florida
$280K
EWS
1487
Evergreen Wealth Solutions
Pennsylvania
$279K -$69K -950 -20%
BSA
1488
Bull Street Advisors
Georgia
$279K
Russell Investments Group
1489
Russell Investments Group
United Kingdom
$278K +$278K +3,834 New
GCM
1490
Gallacher Capital Management
Colorado
$277K -$8.35K -115 -3%
CHAM
1491
Clear Harbor Asset Management
Connecticut
$277K +$23.6K +325 +9%
AIM
1492
AMI Investment Management
Indiana
$276K
TWM
1493
TMD Wealth Management
Arizona
$276K +$277K +3,810 New
EIA
1494
Eldridge Investment Advisors
New Hampshire
$276K
PI
1495
PFG Investments
New York
$276K +$2.18K +30 +0.8%
TPW
1496
Transatlantique Private Wealth
New York
$276K
TA
1497
TKG Advisors
Indiana
$275K +$276K +3,795 New
AWM
1498
Abound Wealth Management
Tennessee
$274K +$4.94K +68 +2%
SAM
1499
S.A. Mason
Michigan
$274K
GGS
1500
Galvin Gaustad & Stein
Arizona
$272K -$26.6K -367 -9%

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.