We are live on ! Find out more
EFA icon

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
DWA
1576
Delos Wealth Advisors
Texas
$168K
LCM
1577
Logan Capital Management
Pennsylvania
$167K -$11.9K -170 -7%
First Manhattan
1578
First Manhattan
New York
$165K -$120K -1,720 -43%
ASBI
1579
American State Bank (Iowa)
Iowa
$163K
ACA
1580
Aptus Capital Advisors
Alabama
$162K +$38.7K +553 +32%
PP
1581
PrairieView Partners
Minnesota
$158K
BCP
1582
Blue Chip Partners
Michigan
$158K -$59K -843 -28%
FFA
1583
Founders Financial Alliance
North Carolina
$157K -$630 -9 -0.4%
MHR
1584
Matthew Hamilton Rosenberg
$157K -$12K -171 -7%
FCT
1585
First Community Trust
Iowa
$157K
NG
1586
NWK Group
California
$156K +$16.9K +242 +12%
BWM
1587
BerganKDV Wealth Management
Minnesota
$153K -$8.46K -121 -5%
EWM
1588
Evermay Wealth Management
Virginia
$150K
RWML
1589
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$149K
FFC
1590
First Financial Corp
Indiana
$144K
CFO
1591
CVA Family Office
Colorado
$139K
BC
1592
Barrett & Company
Rhode Island
$137K
RI
1593
Ridgewood Investments
New Jersey
$133K +$130K +1,860 New
TCPG
1594
Trivant Custom Portfolio Group
California
$131K +$128K +1,834 New
GI
1595
Gradient Investments
Minnesota
$131K -$1.05K -15 -0.8%
RFA
1596
Resurgent Financial Advisors
Georgia
$126K -$179K -2,552 -59%
FCB
1597
First Command Bank
Texas
$125K
FCFS
1598
First Command Financial Services
Texas
$125K
MIM
1599
MTM Investment Management
South Carolina
$124K
CFD
1600
Creative Financial Designs
Indiana
$122K -$67.8K -969 -36%

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.