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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
SFP
1601
Sweet Financial Partners
Minnesota
$203K
MPI
1602
Mairs & Power Inc
Minnesota
$202K +$203K +2,792 New
PMG
1603
Private Management Group
California
$202K +$203K +2,791 New
KA
1604
Kovack Advisors
Florida
$202K +$202K +2,787 New
MWP
1605
Madison Wealth Partners
Wisconsin
$202K +$202K +2,786 New
FCA
1606
FLC Capital Advisors
California
$202K +$202K +2,786 New
SWIG
1607
Strategic Wealth Investment Group
Kentucky
$201K -$108K -1,486 -35%
OWP
1608
Obermeyer Wealth Partners
Colorado
$200K +$201K +2,764 New
AIA
1609
Armor Investment Advisors
North Carolina
$198K
FFA
1610
Farther Finance Advisors
California
$197K +$290 +4 +0.1%
NL
1611
NKCFO LLC
Illinois
$196K
NCM
1612
Northwest Capital Management
Oregon
$194K -$11K -152 -5%
ACA
1613
Atlas Capital Advisors
Wyoming
$191K +$168K +2,310 +720%
ZC
1614
Zeit Capital
Colorado
$190K
CB
1615
CNB Bank
Pennsylvania
$186K
CSB
1616
City State Bank
Iowa
$181K
FRA
1617
Front Row Advisors
California
$180K
CHA
1618
Carmichael Hill & Associates
Maryland
$178K -$15.9K -219 -8%
RLIM
1619
Red Lighthouse Investment Management
New York
$174K
RIA
1620
Realta Investment Advisors
Delaware
$174K +$174K +2,400 New
BWP
1621
Baldwin Wealth Partners
Massachusetts
$171K
DWA
1622
Delos Wealth Advisors
Texas
$171K
MCA
1623
Maryland Capital Advisors
Maryland
$170K -$15.5K -214 -8%
LCM
1624
Logan Capital Management
Pennsylvania
$170K
OP
1625
ORG Partners
Indiana
$165K +$166K +2,281 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.