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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
VI
1651
Vestcor Inc
New Brunswick, Canada
$109K +$109K +1,500 New
KA
1652
Kozak & Associates
Colorado
$106K
LIA
1653
Luken Investment Analytics
Tennessee
$104K -$7.28M -100,320 -99%
BWM
1654
BerganKDV Wealth Management
Minnesota
$103K -$51.8K -713 -33%
TCM
1655
TD Capital Management
Tennessee
$103K +$508 +7 +0.5%
FCAG
1656
First Capital Advisors Group
New Jersey
$102K
GC
1657
Gould Capital
Washington
$96.3K -$103K -1,424 -52%
GWSG
1658
GPS Wealth Strategies Group
Colorado
$96.2K
BWL
1659
Bogart Wealth LLC
Virginia
$95.2K +$42.4K +584 +80%
SWA
1660
Sutton Wealth Advisors
Florida
$95.1K +$12.3K +170 +15%
BC
1661
Barrett & Company
Rhode Island
$94.1K -$45.1K -621 -32%
AIC
1662
Archer Investment Corporation
Indiana
$91.5K
CFO
1663
Colony Family Offices
North Carolina
$91.3K -$10.2K -140 -10%
FMTCOCP
1664
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$91K +$57.2K +788 +170%
HF
1665
Halpern Financial
Virginia
$88.1K +$3.63K +50 +4%
FEG
1666
Fund Evaluation Group
Ohio
$81K -$4.96M -68,252 -20%
AFG
1667
Albion Financial Group
Utah
$80.3K
CMP
1668
Coston McIsaac & Partners
Maine
$80K
RAM
1669
Riggs Asset Management
Pennsylvania
$78.3K +$78.4K +1,080 New
GWMI
1670
Guardian Wealth Management (Illinois)
Illinois
$77.9K -$210K -2,887 -73%
GFL
1671
Granite FO LLC
New Hampshire
$77.2K +$1.09K +15 +1%
FPFS
1672
First Personal Financial Services
North Carolina
$72.5K
CWM
1673
Consultiva Wealth Management
Puerto Rico
$72.5K +$871 +12 +1%
AC
1674
AlphaCore Capital
California
$72.2K
SF
1675
Safeguard Financial
Wisconsin
$70K +$70.4K +969 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.