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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
LOIP
1751
Live Oak Investment Partners
Texas
$9.57K
PGAM
1752
Princeton Global Asset Management
New Jersey
$7.25K
GWMIA
1753
Global Wealth Management Investment Advisory
Florida
$7.25K +$7.26K +100 New
HCM
1754
Highlander Capital Management
New Jersey
$7K
HCM
1755
Horrell Capital Management
Arkansas
$7K
TCM
1756
Tanaka Capital Management
New York
$7K
TSWM
1757
Tyler-Stone Wealth Management
Ohio
$7K +$7.48K +103 New
PCFFS
1758
Pacific Center for Financial Services
California
$6.45K
EL
1759
EMFO LLC
Florida
$6.16K
SWM
1760
Sanctuary Wealth Management
Idaho
$5.08K +$5.08K +70 New
IRAG
1761
Investment Research & Advisory Group
Georgia
$4.64K
TIM
1762
Thompson Investment Management
Wisconsin
$4.5K
GWANC
1763
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.35K -$1.81K -25 -29%
AA
1764
Addison Advisors
Vermont
$4.28K -$4.94K -68 -54%
DF
1765
DecisionPoint Financial
Arizona
$4.06K -$81.2K -1,118 -95%
AF
1766
Arrow Financial
New York
$3.92K
FWM
1767
Focused Wealth Management
New York
$3.33K
LWA
1768
Lowe Wealth Advisors
Maryland
$3.19K
Allianz Asset Management
1769
Allianz Asset Management
Germany
$1.67K +$73 +1 +5%
AAG
1770
Armstrong Advisory Group
Massachusetts
$1.67K +$1.67K +23 New
WWP
1771
WR Wealth Planners
Missouri
$1.52K
AWM
1772
Aspire Wealth Management
Massachusetts
$1.21K +$73 +1 +6%
IRC
1773
Investors Research Corp
Georgia
$1.09K
UFF
1774
USA Financial Formulas
Michigan
$1.09K
TFA
1775
Transamerica Financial Advisors
Florida
$1K

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.