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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
AI
176
Arrien Investments
Idaho
$21.3M -$599K -8,246 -3%
Lido Advisors
177
Lido Advisors
California
$21.2M +$3.34M +45,949 +19%
FCFC
178
First Commonwealth Financial Corp
Pennsylvania
$21.1M +$3.53M +48,667 +20%
BFP
179
Brewster Financial Planning
New York
$21.1M -$552K -7,596 -3%
PA
180
Parkside Advisors
California
$20.9M -$2.21M -30,427 -10%
HFS
181
Hantz Financial Services
Michigan
$20.9M +$516K +7,104 +3%
SWP
182
Strategic Wealth Partners
Ohio
$20.8M +$507K +6,975 +2%
ZCM
183
Ziegler Capital Management
Illinois
$20.7M -$2.64M -36,404 -11%
LNC
184
Lincoln National Corp
Pennsylvania
$20.7M +$7.66M +105,548 +59%
FHB
185
First Hawaiian Bank
Hawaii
$20.5M -$124K -1,705 -0.6%
PA
186
Prism Advisors
California
$20.2M -$848K -11,680 -4%
LI
187
Latigo Investments
Florida
$20.2M
IC
188
IEQ Capital
California
$19.9M +$3.64M +50,150 +22%
CFO
189
Callan Family Office
Pennsylvania
$19.8M -$84.2K -1,159 -0.4%
AIM
190
Allen Investment Management
New York
$19.4M
CS
191
Credit Suisse
Switzerland
$19M -$8.48M -116,842 -31%
MGIA
192
Moneta Group Investment Advisors
Missouri
$19M +$955K +13,146 +5%
FPCP
193
Fort Point Capital Partners
California
$19M -$2.29M -31,520 -11%
MCM
194
MAI Capital Management
Ohio
$19M -$867K -11,938 -4%
CRC
195
Curi RMB Capital
Illinois
$18.8M -$717K -9,877 -4%
Lazard Asset Management
196
Lazard Asset Management
New York
$18.8M -$10.1M -138,770 -35%
RW
197
RVW Wealth
California
$18.7M -$695K -9,565 -4%
AWM
198
AE Wealth Management
Kansas
$18.6M +$7.59M +104,534 +69%
CC
199
Courier Capital
New York
$18.4M +$176K +2,424 +1%
PGA
200
Portland Global Advisors
Maine
$18.3M -$92.8K -1,278 -0.5%

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.