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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
IP
1551
Intellectus Partners
California
$206K +$201K +2,877 New
SA
1552
Sunesis Advisors
Kansas
$205K +$200K +2,862 New
PCTC
1553
Perkins Coie Trust Company
Washington
$205K
EFMC
1554
Empire Financial Management Company
New York
$204K +$200K +2,856 New
ASFA
1555
All Season Financial Advisors
Colorado
$204K +$200K +2,853 New
WIM
1556
Westside Investment Management
California
$203K
WFS
1557
Widmann Financial Services
Maryland
$203K +$198K +2,836 New
NCM
1558
Northwest Capital Management
Oregon
$202K -$23.2K -331 -10%
IF
1559
IRON Financial
Illinois
$201K -$16.6K -238 -8%
SFP
1560
Sweet Financial Partners
Minnesota
$200K +$196K +2,798 New
GC
1561
Gould Capital
Washington
$197K -$9.54M -136,415 -98%
AIA
1562
Armor Investment Advisors
North Carolina
$195K
FFA
1563
Farther Finance Advisors
California
$195K +$175K +2,500 +1,136%
HWA
1564
HHM Wealth Advisors
Tennessee
$194K +$129K +1,850 +215%
NL
1565
NKCFO LLC
Illinois
$193K
CHA
1566
Carmichael Hill & Associates
Maryland
$191K
ZC
1567
Zeit Capital
Colorado
$187K -$66.2K -946 -27%
CB
1568
CNB Bank
Pennsylvania
$183K -$2.8K -40 -2%
MCA
1569
Maryland Capital Advisors
Maryland
$183K -$4.41K -63 -2%
CSB
1570
City State Bank
Iowa
$179K +$12.1K +173 +7%
BA
1571
Ballast Advisors
Minnesota
$179K -$22.2K -317 -11%
FRA
1572
Front Row Advisors
California
$178K -$5.88K -84 -3%
KOCAA
1573
Knights of Columbus Asset Advisors
Connecticut
$173K +$34.1K +488 +25%
RLIM
1574
Red Lighthouse Investment Management
New York
$172K
BWP
1575
Baldwin Wealth Partners
Massachusetts
$169K +$18.2K +260 +12%

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.