We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,587 hedge funds and large institutions have $33.5B invested in iShares MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 468 increasing their positions, 733 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.6% more ownership

Funds ownership: 79.67%80.26% (+0.6%)

5% less funds holding

Funds holding: 1,6761,587 (-89)

6% less capital invested

Capital invested by funds: $35.9B → $33.5B (-$2.31B)

14% less funds holding in top 10

Funds holding in top 10: 146126 (-20)

36% less repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 733

49% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 134

60% less call options, than puts

Call options by funds: $2.62B | Put options by funds: $6.52B

Holders
1,587
Holders Change
-89
Holders Change %
-5.31%
% of All Funds
27.33%
Holding in Top 10
126
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-13.7%
% of All Funds
2.17%
New
69
Increased
468
Reduced
733
Closed
134
Calls
$2.62B
Puts
$6.52B
Net Calls
-$3.9B
Net Calls Change
+$331M
Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
151
Bank of the West
California
$18.9M +$10.6M +169,337 +101%
Retirement Systems of Alabama
152
Retirement Systems of Alabama
Alabama
$18.8M
GT
153
Greenleaf Trust
Michigan
$18.8M -$958K -15,370 -4%
EVM
154
Eaton Vance Management
Massachusetts
$18.7M +$1.32M +21,213 +7%
COI
155
Connable Office Inc
Michigan
$18.7M -$169K -2,714 -0.8%
1SB
156
1ST Source Bank
Indiana
$18.7M +$360K +5,771 +2%
BCM
157
BTC Capital Management
Iowa
$18.6M -$2.94M -47,250 -13%
SW
158
SVB Wealth
Massachusetts
$18.5M +$3.49M +55,996 +20%
Fiera Capital (Canada)
159
Fiera Capital (Canada)
Quebec, Canada
$18.5M -$9.76M -156,535 -32%
VCM
160
Verger Capital Management
North Carolina
$18.3M +$5.1M +81,860 +33%
TPCW
161
TD Private Client Wealth
New York
$18.2M -$1.16M -18,658 -5%
ZCM
162
Ziegler Capital Management
Illinois
$18M +$940K +15,082 +5%
CG
163
Colony Group
Massachusetts
$17.9M +$672K +10,775 +3%
SL
164
Salomon & Ludwin
Virginia
$17.9M +$2.59M +41,599 +15%
PFPT
165
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.5M +$175K +2,805 +0.9%
CAG
166
Crestwood Advisors Group
Massachusetts
$17.5M -$2.99M -47,953 -13%
BCI
167
Brinker Capital Investments
Pennsylvania
$17.2M -$566K -9,080 -3%
JRP
168
Jasper Ridge Partners
California
$17.1M
DW
169
Domani Wealth
Pennsylvania
$16.9M -$123K -1,971 -0.6%
PWM
170
Paulson Wealth Management
Illinois
$16.8M -$675K -10,829 -3%
FHB
171
First Hawaiian Bank
Hawaii
$16.7M -$669K -10,742 -3%
LCM
172
Laurion Capital Management
New York
$16.6M +$18.5M +296,349 New
VCA
173
Verdence Capital Advisors
Maryland
$16.4M -$7.98M -127,970 -30%
BFP
174
Brewster Financial Planning
New York
$16.4M +$587K +9,414 +3%
FPCP
175
Fort Point Capital Partners
California
$16M -$184K -2,949 -1%

EFA Hedge Fund Activity: Q3 2022 in Review

1,587 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2022, worth a combined $33.5B — down 6.4% from $35.9B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of EFA and 69 opened new positions — a net loss of 65 holders — while 733 trimmed existing stakes and 468 added.

The largest buyer was Causeway Capital Management, adding an estimated $265M. The largest seller was JP Morgan Chase, cutting an estimated $569M.

  • 1,587 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2022, down from 1,676 in Q2 2022.
  • Funds reported $33.5B of iShares MSCI EAFE ETF stock for Q3 2022, down 6.4% quarter-over-quarter.
  • 69 funds opened new iShares MSCI EAFE ETF positions in Q3 2022 and 134 closed out, a net change of -65 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2022 was Causeway Capital Management, an estimated $265M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2022 was JP Morgan Chase, an estimated $569M sold.

Based on aggregated 13F filings for Q3 2022.