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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
ASBI
1626
American State Bank (Iowa)
Iowa
$165K
BA
1627
Ballast Advisors
Minnesota
$165K -$15.9K -219 -9%
KOCAA
1628
Knights of Columbus Asset Advisors
Connecticut
$165K -$10.3K -142 -6%
BCP
1629
Blue Chip Partners
Michigan
$163K +$2.9K +40 +2%
EWM
1630
Evermay Wealth Management
Virginia
$161K +$9K +124 +6%
PP
1631
PrairieView Partners
Minnesota
$160K -$508 -7 -0.3%
FFA
1632
Founders Financial Alliance
North Carolina
$160K +$73 +1 +0%
FCT
1633
First Community Trust
Iowa
$159K
NG
1634
NWK Group
California
$157K -$1.38K -19 -0.9%
FFC
1635
First Financial Corp
Indiana
$156K +$10K +138 +7%
ACA
1636
Aptus Capital Advisors
Alabama
$154K -$10.2K -141 -6%
OSAM
1637
O'Shaughnessy Asset Management
Connecticut
$149K +$32.9K +453 +28%
TCPG
1638
Trivant Custom Portfolio Group
California
$147K +$13.7K +188 +10%
SC
1639
Solstein Capital
California
$146K +$89.3K +1,230 +158%
BLC
1640
Brown, Lisle/Cummings
Rhode Island
$142K +$25.4K +350 +22%
CFO
1641
CVA Family Office
Colorado
$141K +$73 +1 +0.1%
MHR
1642
Matthew Hamilton Rosenberg
$136K -$23.4K -322 -15%
RI
1643
Ridgewood Investments
New Jersey
$135K
RFA
1644
Resurgent Financial Advisors
Georgia
$128K
WAG
1645
Windsor Advisory Group
Ohio
$127K +$3.85K +53 +3%
FGAM
1646
Financial Gravity Asset Management
Texas
$125K +$73 +1 +0.1%
HPIA
1647
Hamilton Point Investment Advisors
North Carolina
$114K
OC
1648
Oakworth Capital
Alabama
$113K +$52K +716 +85%
CFD
1649
Creative Financial Designs
Indiana
$112K -$11.5K -159 -9%
NSG
1650
Nalls Sherbakoff Group
Tennessee
$111K

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.