We are live on ! Find out more
EFA icon

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
GIP
1676
Granite Investment Partners
California
$68.9K
BCMLT
1677
Beacon Capital Management LLC (Tennessee)
Tennessee
$66.6K +$2.9K +40 +5%
MIM
1678
Macroview Investment Management
Maryland
$65.2K +$290 +4 +0.4%
GWM
1679
Grand Wealth Management
Michigan
$65.1K
LFA
1680
Level Financial Advisors
New York
$64.9K +$65.1K +896 New
HIIFS
1681
Harel Insurance Investments & Financial Services
Israel
$64K
First Manhattan
1682
First Manhattan
New York
$59.9K -$107K -1,476 -64%
NFSG
1683
Newbridge Financial Services Group
Florida
$58.3K +$654 +9 +1%
WAM
1684
Worth Asset Management
Texas
$55.8K -$3.63K -50 -6%
LF
1685
Lee Financial
Texas
$53.6K +$21.8K +300 +68%
PSB
1686
Piscataqua Savings Bank
New Hampshire
$53.3K
Qube Research & Technologies (QRT)
1687
Qube Research & Technologies (QRT)
United Kingdom
$52.3K -$1.46M -20,064 -96%
SN
1688
Sittner & Nelson
Oregon
$52.2K +$52.3K +720 New
POIA
1689
Pin Oak Investment Advisors
Texas
$52K +$7.99K +110 +18%
WP
1690
WealthPLAN Partners
Nebraska
$51.8K -$4.94K -68 -9%
BL
1691
Balentine LLC
Georgia
$51.5K -$31K -427 -38%
HC
1692
Hoese & Co
Minnesota
$51.5K
CIA
1693
Cape Investment Advisory
Georgia
$50.2K
WFA
1694
West Financial Advisors
Iowa
$49.7K
WOSD
1695
WFA of San Diego
California
$49.7K +$49.7K +685 New
BFA
1696
BBJS Financial Advisors
Washington
$49.2K
FDCC
1697
Foster Dykema Cabot & Co
Massachusetts
$48K -$4.14K -57 -8%
RF
1698
Robinswood Financial
Washington
$48K +$48K +661 New
TC
1699
Tacita Capital
Ontario, Canada
$41K
William Blair Investment Management
1700
William Blair Investment Management
Illinois
$39.9K -$24.1K -332 -38%

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.