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iShares MSCI EAFE ETF

1,724 hedge funds and large institutions have $38.2B invested in iShares MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 486 increasing their positions, 754 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 89

11% more funds holding in top 10

Funds holding in top 10: 160177 (+17)

2.86% more ownership

Funds ownership: 78.95%81.82% (+2.9%)

1% more funds holding

Funds holding: 1,7011,724 (+23)

4% less capital invested

Capital invested by funds: $39.7B → $38.2B (-$1.51B)

36% less repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 754

37% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $5.93B

Holders
1,724
Holders Change
+23
Holders Change %
+1.35%
% of All Funds
27.47%
Holding in Top 10
177
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+10.63%
% of All Funds
2.82%
New
153
Increased
486
Reduced
754
Closed
89
Calls
$3.75B
Puts
$5.93B
Net Calls
-$2.18B
Net Calls Change
+$537M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
1726
Global Wealth Strategies & Associates
Colorado
$42 +$70 +1 New
OMC
1727
Old Mission Capital
Illinois
-$110M -1,669,592 Closed
HF
1728
HRT Financial
New York
-$76.2M -1,160,586 Closed
AC
1729
Allstate Corporation
Illinois
-$64.4M -981,198 Closed
SG
1730
StoneX Group
New York
-$12.1M -185,067 Closed
LGWM
1731
Litman Gregory Wealth Management
California
-$11.9M -180,585 Closed
ClearBridge Investments
1732
ClearBridge Investments
New York
-$10.8M -164,725 Closed
PWPCM
1733
Perella Weinberg Partners Capital Management
New York
-$10.8M -164,201 Closed
BA
1734
Bridgewater Associates
Connecticut
-$9.36M -142,590 Closed
BCM
1735
BlueCrest Capital Management
Jersey
-$8.76M -125,300 Closed
USAA
1736
United Services Automobile Association
Texas
-$5.91M -89,973 Closed
Belvedere Trading
1737
Belvedere Trading
Illinois
-$5.27M -80,325 Closed
WAM
1738
Wakefield Asset Management
Colorado
-$4.83M -73,554 Closed
GLLW
1739
Graves Light Lenhart Wealth
Virginia
-$4.46M -67,968 Closed
HCM
1740
Hudson Capital Management
New Jersey
-$4.38M -66,761 Closed
Walleye Trading
1741
Walleye Trading
New York
-$3.68M -52,636 Closed
VAS
1742
Vestmark Advisory Solutions
Massachusetts
-$2.99M -45,605 Closed
HL
1743
Harding Loevner
New Jersey
-$2.79M -42,567 Closed
PA
1744
Paragon Advisors
Texas
-$2.54M -38,760 Closed
TF
1745
TLWM Financial
Texas
-$2.3M -35,102 Closed
CWA
1746
CM Wealth Advisors
Ohio
-$2.23M -33,923 Closed
JFG
1747
Jefferies Financial Group
New York
-$1.99M -30,387 Closed
WA
1748
Wealth Alliance
New York
-$1.89M -28,776 Closed
NCG
1749
Newport Capital Group
New Jersey
-$1.75M -26,719 Closed
SWM
1750
Shelton Wealth Management
Texas
-$1.75M -26,680 Closed

EFA Hedge Fund Activity: Q1 2023 in Review

1,724 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q1 2023, worth a combined $38.2B — down 3.8% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new EFA positions and 89 closed out — a net gain of 64 holders — while 486 added to existing stakes and 754 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.85B. The largest seller was Jane Street, cutting an estimated $512M.

  • 1,724 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q1 2023, up from 1,701 in Q4 2022.
  • Funds reported $38.2B of iShares MSCI EAFE ETF stock for Q1 2023, down 3.8% quarter-over-quarter.
  • 153 funds opened new iShares MSCI EAFE ETF positions in Q1 2023 and 89 closed out, a net change of +64 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.85B added.
  • The largest iShares MSCI EAFE ETF seller in Q1 2023 was Jane Street, an estimated $512M sold.

Based on aggregated 13F filings for Q1 2023.