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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
SFPM
1751
Sensible Financial Planning & Management
Massachusetts
-$354K -6,329 Closed
DCM
1752
Decatur Capital Management
Georgia
-$335K -5,986 Closed
LWM
1753
Lyell Wealth Management
California
-$334K -5,972 Closed
NEAM
1754
New England Asset Management
Connecticut
-$327K -5,838 Closed
MPW
1755
MGO Private Wealth
California
-$301K -5,379 Closed
CA
1756
Cambridge Associates
Massachusetts
-$278K -4,971 Closed
MC
1757
Middleton & Co
Massachusetts
-$278K -4,965 Closed
OBWP
1758
O'Brien Wealth Partners
Massachusetts
-$277K -4,948 Closed
PCM
1759
Passive Capital Management
Maryland
-$277K -4,937 Closed
TCWM
1760
Total Clarity Wealth Management
Illinois
-$264K -4,707 Closed
APW
1761
Aurora Private Wealth
New Jersey
-$263K -4,701 Closed
CPW
1762
Catalyst Private Wealth
California
-$261K -4,655 Closed
AWS
1763
AJ Wealth Strategies
New York
-$260K -4,636 Closed
WJWM
1764
Williams Jones Wealth Management
New York
-$250K -4,471 Closed
SIC
1765
SJS Investment Consulting
Ohio
-$249K -4,449 Closed
FA
1766
Financial Advisors
Massachusetts
-$247K -4,425 Closed
CW
1767
Connectus Wealth
Ohio
-$242K -4,313 Closed
KAM
1768
KEB Asset Management
Illinois
-$241K -4,305 Closed
VIA
1769
Vickerman Investment Advisors
Washington
-$238K -4,241 Closed
KL
1770
KWMG LLC
Kansas
-$216K -3,865 Closed
LPT
1771
Legacy Private Trust
Wisconsin
-$216K -3,857 Closed
BIA
1772
BHK Investment Advisors
Alabama
-$210K -3,750 Closed
OIS
1773
Okabena Investment Services
Minnesota
-$210K -3,750 Closed
AWA
1774
Alta Wealth Advisors
Massachusetts
-$206K -3,680 Closed
HIC
1775
Holderness Investments Company
North Carolina
-$202K -3,609 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.