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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
IMCOOI
1726
Investment Management Corp of Ontario (IMCO)
Canada
-$1.88M -33,530 Closed
HEIP
1727
Hudson Edge Investment Partners
New Jersey
-$1.6M -28,627 Closed
SIA
1728
Sage Investment Advisers
New York
-$1.48M -26,338 Closed
WPA
1729
Winning Points Advisors
Florida
-$1.49M -26,239 Closed
Squarepoint
1730
Squarepoint
New York
-$1.43M -25,569 Closed
State of Wisconsin Investment Board
1731
State of Wisconsin Investment Board
Wisconsin
-$1.38M -24,675 Closed
BHCM
1732
Brevan Howard Capital Management
Jersey
-$1.3M -23,292 Closed
ACM
1733
Anfield Capital Management
California
-$1.29M -23,018 Closed
PPW
1734
Parcion Private Wealth
Washington
-$1M -17,885 Closed
SIA
1735
Stegner Investment Associates
Kentucky
-$1.02M -17,864 Closed
DP
1736
Divergent Planning
Maryland
-$973K -17,366 Closed
HI
1737
Hudock Inc
Pennsylvania
-$919K -16,417 Closed
SC
1738
Stephens Consulting
Michigan
-$845K -15,087 Closed
CPC
1739
Consolidated Planning Corp
Georgia
-$762K -13,599 Closed
WEPOG
1740
Wealth Enhancement & Preservation of GA
Georgia
-$709K -12,659 Closed
KAM
1741
Knightsbridge Asset Management
California
-$672K -11,992 Closed
Russell Investments Group
1742
Russell Investments Group
United Kingdom
-$639K -11,425 Closed
SA
1743
Shilanski & Associates
Alaska
-$599K -10,698 Closed
TRIA
1744
Trail Ridge Investment Advisors
Colorado
-$615K -9,402 Closed
IB
1745
Intrust Bank
Kansas
-$483K -8,631 Closed
MA
1746
MONECO Advisors
Connecticut
-$473K -8,449 Closed
CCMD
1747
Cypress Capital Management (Delaware)
Delaware
-$463K -8,262 Closed
JSW
1748
Journey Strategic Wealth
New Jersey
-$388K -6,938 Closed
FIM
1749
Fernwood Investment Management
Massachusetts
-$374K -6,684 Closed
ICP
1750
Interchange Capital Partners
Pennsylvania
-$366K -6,549 Closed

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.