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iShares MSCI EAFE ETF

1,701 hedge funds and large institutions have $39.7B invested in iShares MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 563 increasing their positions, 691 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 89

27% more funds holding in top 10

Funds holding in top 10: 126160 (+34)

18% more capital invested

Capital invested by funds: $33.5B → $39.7B (+$6.15B)

7% more funds holding

Funds holding: 1,5871,701 (+114)

1.31% less ownership

Funds ownership: 80.26%78.95% (-1.3%)

19% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 691

41% less call options, than puts

Call options by funds: $3.95B | Put options by funds: $6.67B

Holders
1,701
Holders Change
+114
Holders Change %
+7.18%
% of All Funds
27.34%
Holding in Top 10
160
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+26.98%
% of All Funds
2.57%
New
241
Increased
563
Reduced
691
Closed
89
Calls
$3.95B
Puts
$6.67B
Net Calls
-$2.72B
Net Calls Change
+$1.18B
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1626
Rise Advisors
New York
$34.9K +$125 +2 +0.4%
IGWM
1627
ICA Group Wealth Management
Colorado
$34.1K +$32.5K +519 New
FMB
1628
Field & Main Bank
Kentucky
$33.1K +$20.7K +330 +190%
MIA
1629
Milestone Investment Advisors
Wisconsin
$31.8K +$30.4K +485 New
AWM
1630
Accel Wealth Management
Iowa
$31K -$1.69K -27 -5%
FMTCOCP
1631
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30K +$18.4K +294 +173%
MAWA
1632
Moss Adams Wealth Advisors
Washington
$29K +$27.7K +442 New
FFL
1633
Financial Freedom LLC
Ohio
$28.2K +$26.9K +429 New
TF
1634
TimeScale Financial
Massachusetts
$27.9K +$63 +1 +0.2%
VF
1635
VitalStone Financial
Texas
$27K +$25.4K +405 New
LF
1636
Lee Financial
Texas
$25.9K
PP
1637
PFS Partners
New Jersey
$25K
PP
1638
Pacifica Partners
Canada
$23.4K -$68.3K -1,091 -76%
ACA
1639
Atlas Capital Advisors
Wyoming
$21.1K
NF
1640
Norwood Financial
Pennsylvania
$20.7K
ONST
1641
Old North State Trust
North Carolina
$20K -$22.2K -354 -54%
CT
1642
Clearstead Trust
Maine
$20K
BAM
1643
Bellevue Asset Management
Washington
$19.8K -$8.14K -130 -30%
CB
1644
Centennial Bank
Arkansas
$19.7K +$18.8K +300 New
BL
1645
Balentine LLC
Georgia
$19.4K
WCG
1646
Wall Capital Group
Arizona
$18.4K -$5.62M -89,776 -100%
GM
1647
GeoWealth Management
Illinois
$18K -$294K -4,690 -94%
RDIA
1648
RE Dickinson Investment Advisors
Iowa
$18K
SIM
1649
Studio Investment Management
Illinois
$17.6K +$16.8K +268 New
RFG
1650
RFP Financial Group
Georgia
$17.5K +$16.7K +266 New

EFA Hedge Fund Activity: Q4 2022 in Review

1,701 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2022, worth a combined $39.7B — up 18% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 241 funds opened new EFA positions and 89 closed out — a net gain of 152 holders — while 563 added to existing stakes and 691 trimmed.

The largest buyer was Jane Street, adding an estimated $153M. The largest seller was BlackRock, cutting an estimated $1.01B.

  • 1,701 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2022, up from 1,587 in Q3 2022.
  • Funds reported $39.7B of iShares MSCI EAFE ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 241 funds opened new iShares MSCI EAFE ETF positions in Q4 2022 and 89 closed out, a net change of +152 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2022 was Jane Street, an estimated $153M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2022 was BlackRock, an estimated $1.01B sold.

Based on aggregated 13F filings for Q4 2022.