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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
TF
1551
Theory Financial
Colorado
$232K +$2.03K +28 +0.9%
C1AG
1552
Client 1st Advisory Group
Florida
$232K
AFAS
1553
Acorn Financial Advisory Services
Virginia
$230K
MSCM
1554
McElhenny Sheffield Capital Management
Texas
$230K +$230K +3,170 New
IA
1555
Insight Advisors
Pennsylvania
$229K +$229K +3,159 New
TWP
1556
TFO Wealth Partners
Ohio
$229K -$1.74K -24 -0.8%
PPW
1557
PACK Private Wealth
Minnesota
$228K
AWM
1558
Angeles Wealth Management
California
$228K
NWMG
1559
National Wealth Management Group
Ohio
$227K +$228K +3,145 New
GFA
1560
Gallagher Fiduciary Advisors
Illinois
$226K +$226K +3,115 New
SPWM
1561
Schrum Private Wealth Management
Florida
$225K +$2.11K +29 +0.9%
W
1562
WorthPointe
California
$224K -$74.6K -1,027 -25%
OA
1563
Operose Advisors
Wisconsin
$224K
BBWP
1564
Beacon Bridge Wealth Partners
Pennsylvania
$224K
JPMIA
1565
J.P. Marvel Investment Advisors
Massachusetts
$223K
GWM
1566
GSB Wealth Management
Connecticut
$222K +$2.83K +39 +1%
CWM
1567
Centurion Wealth Management
Virginia
$222K +$73 +1 +0%
JWM
1568
Janiczek Wealth Management
Colorado
$222K +$654 +9 +0.3%
NPA
1569
Nichols & Pratt Advisers
Massachusetts
$221K -$661K -9,105 -75%
FP
1570
Financial Perspectives
Minnesota
$220K +$436 +6 +0.2%
EK
1571
Evensky & Katz
Florida
$219K -$6.1K -84 -3%
SWM
1572
Sugarloaf Wealth Management
Georgia
$219K +$3.05K +42 +1%
FA
1573
Financial Advisors
Massachusetts
$218K
BFA
1574
Beacon Financial Advisory
Ohio
$218K -$23.9K -329 -10%
MPM
1575
Meritage Portfolio Management
Kansas
$218K -$27.1K -373 -11%

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.