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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
WPWM
1776
Western Pacific Wealth Management
Illinois
$508
HI
1777
Horizon Investments
North Carolina
$290 -$290 -4 -50%
PCA
1778
Providence Capital Advisors
North Carolina
$290
GWSA
1779
Global Wealth Strategies & Associates
Colorado
$43
SG Americas Securities
1780
SG Americas Securities
New York
-$33.5M -468,197 Closed
HMH
1781
Hackensack Meridian Health
New Jersey
-$28.5M -397,932 Closed
IAIM
1782
Industrial Alliance Investment Management
Quebec, Canada
-$27.1M -378,710 Closed
GCM
1783
Gladius Capital Management
Illinois
-$26.7M -373,600 Closed
GMA
1784
Glassy Mountain Advisors
Maryland
-$19.9M -278,590 Closed
BCIM
1785
British Columbia Investment Management
British Columbia, Canada
-$14.1M -197,723 Closed
UOP
1786
University of Pittsburgh
Pennsylvania
-$9.67M -135,172 Closed
RIG
1787
Ramiah Investment Group
Wisconsin
-$9.33M -130,415 Closed
SFMG
1788
Sage Financial Management Group
Virginia
-$5.34M -74,622 Closed
PWM
1789
PRW Wealth Management
Massachusetts
-$4.02M -54,600 Closed
Mirae Asset Global Investments
1790
Mirae Asset Global Investments
South Korea
-$2.96M -41,400 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1791
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$2.79M -38,991 Closed
SIA
1792
Strategic Investment Advisors
Michigan
-$1.74M -24,280 Closed
MS
1793
Maven Securities
Jersey
-$1.68M -23,544 Closed
WFM
1794
Wolff Financial Management
Michigan
-$1.65M -23,123 Closed
JWWM
1795
Johnson & White Wealth Management
Pennsylvania
-$1.64M -22,972 Closed
Twin Tree Management
1796
Twin Tree Management
Texas
-$1.49M -20,852 Closed
LCWP
1797
Legacy Capital Wealth Partners
Arkansas
-$1.05M -14,684 Closed
LWM
1798
Laidlaw Wealth Management
New York
-$984K -13,763 Closed
FH
1799
FWG Holdings
Florida
-$925K -12,938 Closed
GBWM
1800
Granite Bay Wealth Management
New Hampshire
-$866K -12,114 Closed

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.