We are live on ! Find out more
EFA icon

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
AAP
1676
Arax Advisory Partners
Colorado
$6.84K -$3.76K -60 -37%
HCM
1677
Highlander Capital Management
New Jersey
$6K
HCM
1678
Horrell Capital Management
Arkansas
$6K
EL
1679
EMFO LLC
Florida
$5.58K
HR
1680
Howe & Rusling
New York
$5.25K
AF
1681
Arrow Financial
New York
$5K -$5.01K -80 -53%
LS
1682
Leelyn Smith
Illinois
$4.79K
BIA
1683
Bell Investment Advisors
California
$4.59K +$4.38K +70 New
SWM
1684
Sanctuary Wealth Management
Idaho
$4.59K +$4.38K +70 New
IRAG
1685
Investment Research & Advisory Group
Georgia
$4.2K
RG
1686
Retirement Group
California
$4K +$1.69K +27 +82%
PPWM
1687
PFG Private Wealth Management
Florida
$4K +$3.7K +59 New
GWANC
1688
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.94K
FIM
1689
FWL Investment Management
Texas
$3.68K
FWM
1690
Focused Wealth Management
New York
$3.02K
LWA
1691
Lowe Wealth Advisors
Maryland
$2.89K
NMG
1692
New Millennium Group
Utah
$2.69K +$2.57K +41 New
FMP
1693
Financial Management Professionals
Texas
$2K
TWP
1694
TFO Wealth Partners
Ohio
$1.76K -$260K -4,147 -99%
Allianz Asset Management
1695
Allianz Asset Management
Germany
$1.64K -$188 -3 -11%
WWP
1696
WR Wealth Planners
Missouri
$1.38K
AWM
1697
Aspire Wealth Management
Massachusetts
$1.07K
TFA
1698
Transamerica Financial Advisors
Florida
$1K
IRC
1699
Investors Research Corp
Georgia
$985 +$940 +15 New
WPWM
1700
Western Pacific Wealth Management
Illinois
$459

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.