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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
MP
1576
McDonald Partners
Ohio
$218K +$218K +3,006 New
FA
1577
FC Advisory
Pennsylvania
$217K +$1.31K +18 +0.6%
CPC
1578
Consolidated Planning Corp
Georgia
$217K
CFGS
1579
Concourse Financial Group Securities
Alabama
$217K -$15K -206 -6%
TBNY
1580
Trustco Bank (New York)
New York
$215K
PGIM
1581
Pacific Global Investment Management
California
$215K
AFP
1582
Ausdal Financial Partners
Iowa
$214K -$4.65K -64 -2%
SWP
1583
Summit Wealth Partners
Florida
$212K -$145 -2 -0.1%
Wealthfront Advisers
1584
Wealthfront Advisers
California
$212K -$58.1K -800 -21%
SIG
1585
Sargent Investment Group
Maryland
$211K -$19.2K -265 -8%
CSIC
1586
Clifford Swan Investment Counsel
California
$210K
PWP
1587
Private Wealth Partners
California
$210K +$210K +2,897 New
MCM
1588
Morton Capital Management
California
$210K -$10.9K -150 -5%
NAS
1589
NWF Advisory Services
California
$209K
EFMC
1590
Empire Financial Management Company
New York
$209K +$1.81K +25 +0.9%
CPCM
1591
Cardinal Point Capital Management
Ontario, Canada
$209K +$209K +2,878 New
IF
1592
IRON Financial
Illinois
$208K +$3.7K +51 +2%
HWA
1593
HHM Wealth Advisors
Tennessee
$208K +$11.3K +155 +6%
PCTC
1594
Perkins Coie Trust Company
Washington
$207K
WIM
1595
Westside Investment Management
California
$206K +$218 +3 +0.1%
WFS
1596
Widmann Financial Services
Maryland
$206K
EA
1597
Eudaimonia Advisors
Tennessee
$205K -$14.2K -195 -6%
SP
1598
Successful Portfolios
Florida
$204K -$48.4K -666 -19%
IP
1599
Intellectus Partners
California
$204K -$4.94K -68 -2%
ACM
1600
Ategra Capital Management
Virginia
$203K +$203K +2,801 New

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.