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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
LDFR
1776
Lehman & Derafelo Financial Resources
Pennsylvania
-$138K -2,472 Closed
CAAS
1777
Capital Asset Advisory Services
Michigan
-$138K -2,464 Closed
PA
1778
PSI Advisors
Florida
-$104K -1,864 Closed
SWM
1779
Selective Wealth Management
Virginia
-$81K -1,439 Closed
GWSG
1780
GPS Wealth Strategies Group
Colorado
-$64K -1,151 Closed
ACK
1781
Andrew C. Karlinski
-$33K -597 Closed
BSSFA
1782
Baron Silver Stevens Financial Advisors
Florida
-$201 -435 Closed
BBPWM
1783
Blue Bell Private Wealth Management
Pennsylvania
-$23K -417 Closed
IIL
1784
Insight Inv LLC
California
-$18K -326 Closed
OPW
1785
Oxler Private Wealth
New York
-$26K -316 Closed
MCM
1786
McMillion Capital Management
North Carolina
-$14K -250 Closed
TFP
1787
Tilia Fiduciary Partners
North Carolina
-$11K -188 Closed
EA
1788
Evolution Advisers
Virginia
-$10K -185 Closed
PFA
1789
Professional Financial Advisors
Nebraska
-$8K -146 Closed
ARIS
1790
Advanced Research Investment Solutions
California
-$8K -135 Closed
TC
1791
Truvestments Capital
Florida
-$4K -72 Closed
HGERS
1792
Householder Group Estate & Retirement Specialist
Arizona
-$3K -60 Closed
ACM
1793
Absolute Capital Management
Pennsylvania
-$731 -13 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.