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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
FA
1726
Fiduciary Alliance
South Carolina
$15.7K +$15.7K +216 New
CG
1727
Cutler Group
California
$15K -$1.14M -15,690 -99%
IWP
1728
IAG Wealth Partners
Wisconsin
$14.9K +$15K +206 New
SCA
1729
Stonebridge Capital Advisors
Minnesota
$14.6K
AWM
1730
AllSquare Wealth Management
New York
$14.6K +$3.92K +54 +36%
TAM
1731
Tucker Asset Management
Colorado
$14.5K
WWMSC
1732
Wagner Wealth Management (South Carolina)
South Carolina
$14.5K +$14.5K +200 New
CBT
1733
CoreFirst Bank & Trust
Kansas
$14.4K -$2.11K -29 -13%
MIH
1734
Meitav Investment House
Israel
$14.4K +$14.4K +198 New
FA
1735
Faithward Advisors
Pennsylvania
$14.2K
CSC
1736
Caldwell Sutter Capital
California
$14.1K +$14.2K +195 New
AA
1737
AlphaMark Advisors
Kentucky
$14K
SIS
1738
Sound Income Strategies
Florida
$13.6K
CMBA
1739
C.M. Bidwell & Associates
Hawaii
$13.2K
IF
1740
Integrity Financial
Wyoming
$13.1K
PPWM
1741
PFG Private Wealth Management
Florida
$12.8K -$871 -12 -6%
FMB
1742
Field & Main Bank
Kentucky
$12.6K
NF
1743
Norwood Financial
Pennsylvania
$12.3K -$2.18K -30 -15%
CFG
1744
CKW Financial Group
Hawaii
$12K +$218 +3 +2%
HBW
1745
Hazlett, Burt & Watson
West Virginia
$11K
NA
1746
Nordwand Advisors
Pennsylvania
$10.8K
GWS
1747
Glassman Wealth Services
Virginia
$10.7K +$145 +2 +1%
BAM
1748
Bellevue Asset Management
Washington
$10.7K
SC
1749
Stephens Consulting
Michigan
$10.3K +$1.96K +27 +23%
AAP
1750
Arax Advisory Partners
Colorado
$10.3K -$73 -1 -0.7%

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.