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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
TCM
151
Twele Capital Management
Minnesota
$24.4M -$3.08M -49,200 -12%
DIP
152
DT Investment Partners
Pennsylvania
$23.7M +$11.9M +190,000 +111%
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$23.6M -$3.16M -50,500 -12%
CCB
154
Country Club Bank
Missouri
$23.6M -$811K -12,951 -3%
Principal Financial Group
155
Principal Financial Group
Iowa
$23.1M -$256K -4,094 -1%
BOTW
156
Bank of the West
California
$23.1M +$925K +14,761 +4%
1SB
157
1ST Source Bank
Indiana
$22.9M +$996K +15,899 +5%
Retirement Systems of Alabama
158
Retirement Systems of Alabama
Alabama
$22M
STA
159
Summit Trail Advisors
New York
$22M -$3.48M -55,542 -14%
SL
160
Salomon & Ludwin
Virginia
$22M +$1M +15,976 +5%
VCM
161
Verger Capital Management
North Carolina
$22M +$511K +8,151 +2%
PWM
162
Paulson Wealth Management
Illinois
$21.7M +$1.94M +31,045 +10%
NP
163
NorthRock Partners
Minnesota
$21.3M +$14M +223,681 +221%
PA
164
Parkside Advisors
California
$21.3M -$4.93M -78,689 -20%
Fiera Capital (Canada)
165
Fiera Capital (Canada)
Quebec, Canada
$21.3M -$310K -4,951 -2%
ZCM
166
Ziegler Capital Management
Illinois
$21.1M
SW
167
SVB Wealth
Massachusetts
$21.1M -$625K -9,983 -3%
COI
168
Connable Office Inc
Michigan
$20.5M -$1.33M -21,189 -6%
BCM
169
BTC Capital Management
Iowa
$20.4M -$918K -14,661 -5%
FPCP
170
Fort Point Capital Partners
California
$20M +$1.18M +18,759 +7%
JRP
171
Jasper Ridge Partners
California
$20M
BPA
172
Beacon Pointe Advisors
California
$20M +$6.49M +103,520 +51%
BCI
173
Brinker Capital Investments
Pennsylvania
$20M -$159K -2,539 -0.8%
AllianceBernstein
174
AllianceBernstein
Tennessee
$19.8M +$2.87M +45,842 +18%
BFP
175
Brewster Financial Planning
New York
$19.8M +$631K +10,068 +3%

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.