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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
EK
1526
Evensky & Katz
Florida
$222K +$7.83K +112 +4%
OA
1527
Operose Advisors
Wisconsin
$221K
BBWP
1528
Beacon Bridge Wealth Partners
Pennsylvania
$221K
NA
1529
Nottingham Advisors
New York
$221K +$216K +3,085 New
SPWM
1530
Schrum Private Wealth Management
Florida
$220K -$1.33K -19 -0.6%
ADIM
1531
Alpha DNA Investment Management
Maryland
$220K +$215K +3,070 New
JPMIA
1532
J.P. Marvel Investment Advisors
Massachusetts
$219K
CWM
1533
Centurion Wealth Management
Virginia
$219K -$4.2K -60 -2%
MCM
1534
Morton Capital Management
California
$217K +$213K +3,040 New
SIAG
1535
Safeguard Investment Advisory Group
California
$217K +$212K +3,035 New
GWM
1536
GSB Wealth Management
Connecticut
$217K +$212K +3,030 New
FP
1537
Financial Perspectives
Minnesota
$216K
EA
1538
Eudaimonia Advisors
Tennessee
$216K -$26.2K -375 -11%
AFP
1539
Ausdal Financial Partners
Iowa
$216K +$211K +3,018 New
PCWA
1540
Pacific Capital Wealth Advisors
California
$215K -$3.08K -44 -1%
FA
1541
Financial Advisors
Massachusetts
$215K +$211K +3,011 New
CPC
1542
Consolidated Planning Corp
Georgia
$214K +$209K +2,993 New
FA
1543
FC Advisory
Pennsylvania
$213K +$208K +2,979 New
SWM
1544
Sugarloaf Wealth Management
Georgia
$213K -$11.7K -167 -5%
TBNY
1545
Trustco Bank (New York)
New York
$212K +$207K +2,965 New
PGIM
1546
Pacific Global Investment Management
California
$212K +$207K +2,962 New
SWP
1547
Summit Wealth Partners
Florida
$210K +$205K +2,931 New
NAS
1548
NWF Advisory Services
California
$209K +$202K +2,888 New
FBFS
1549
First Business Financial Services
Wisconsin
$209K +$205K +2,926 New
CSIC
1550
Clifford Swan Investment Counsel
California
$207K -$33.4K -477 -14%

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.