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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
HCP
1501
Holt Capital Partners
Texas
$238K
TFGT
1502
TS Financial Group (TSFG)
Illinois
$237K -$2.31K -33 -1%
BFEC
1503
Benjamin F. Edwards & Company
Missouri
$235K -$472K -6,748 -67%
CIC
1504
Chilton Investment Company
Connecticut
$235K
SF
1505
Summit Financial
New Jersey
$235K +$210 +3 +0.1%
CPA
1506
Capital Performance Advisors
California
$231K
SL
1507
Sentinus LLC
Illinois
$231K +$226K +3,227 New
RW
1508
REDW Wealth
New Mexico
$231K -$23.2K -331 -9%
TFCP
1509
Twin Focus Capital Partners
Massachusetts
$231K
CCMI
1510
Creative Capital Management Investments
California
$230K +$225K +3,218 New
FOFP
1511
Fee-Only Financial Planning
South Carolina
$230K -$46.4K -664 -17%
CBFP
1512
Cedar Brook Financial Partners
Ohio
$230K +$225K +3,214 New
PBF
1513
Petix & Botte Financial
California
$230K +$225K +3,212 New
CFGS
1514
Concourse Financial Group Securities
Alabama
$229K +$3.01K +43 +1%
C1AG
1515
Client 1st Advisory Group
Florida
$229K
SIG
1516
Sargent Investment Group
Maryland
$229K
BP
1517
BBR Partners
New York
$228K -$1.93M -27,554 -90%
TWP
1518
TFO Wealth Partners
Ohio
$227K +$220K +3,152 +12,608%
TF
1519
Theory Financial
Colorado
$227K
AFAS
1520
Acorn Financial Advisory Services
Virginia
$227K +$4.97K +71 +2%
PPW
1521
PACK Private Wealth
Minnesota
$225K
MFA
1522
McClarren Financial Advisors
Pennsylvania
$225K -$210 -3 -0.1%
AWM
1523
Angeles Wealth Management
California
$225K
JWM
1524
Janiczek Wealth Management
Colorado
$223K -$6.29K -90 -3%
BAM
1525
Baldrige Asset Management
Pennsylvania
$223K +$979 +14 +0.5%

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.