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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
Federated Hermes
201
Federated Hermes
Pennsylvania
$15.9M +$4.7M +75,000 +45%
SWPG
202
Strategic Wealth Partners Group
Illinois
$15.8M +$2M +31,852 +15%
AFO
203
Allie Family Office
Florida
$15.8M -$116K -1,846 -0.8%
MC
204
Minot Capital
Colorado
$15.7M
SFG
205
SNS Financial Group
Minnesota
$15.6M -$151K -2,412 -1%
RMC
206
Regis Management Company
California
$15.5M -$144K -2,300 -1%
SPIA
207
Steward Partners Investment Advisory
New York
$15.4M +$1.08M +17,306 +8%
Canada Life
208
Canada Life
Manitoba, Canada
$15.2M +$12.2M +194,374 +525%
CM
209
Cornerstone Management
Georgia
$15.2M -$186K -2,976 -1%
SWP
210
Strategic Wealth Partners
Ohio
$15.1M +$14.1M +225,815 +4,581%
AIA
211
Alera Investment Advisors
Illinois
$15.1M +$2.21M +35,204 +18%
BJL
212
Brighton Jones LLC
Washington
$15.1M -$964K -15,395 -6%
MPW
213
Monterey Private Wealth
California
$14.8M +$30.4K +485 +0.2%
PFM
214
Patton Fund Management
Texas
$14.7M -$628K -10,024 -4%
CDIA
215
Capital Directions Investment Advisors
Georgia
$14.5M +$13.8M +220,624 New
RW
216
Reframe Wealth
Virginia
$14.5M +$13.8M +220,624 New
MA
217
MCF Advisors
Kentucky
$14.5M -$2.16M -34,443 -14%
CWP
218
Corepath Wealth Partners
Arizona
$14.2M +$161K +2,573 +1%
FTA
219
Financial & Tax Architects
Missouri
$14.1M +$12.4M +197,944 New
TA
220
Tiedemann Advisors
New York
$14M +$3.17M +50,657 +31%
Natixis Advisors
221
Natixis Advisors
Massachusetts
$13.9M -$12.5M -199,827 -49%
MM
222
Main Management
California
$13.6M +$12.5M +200,219 +2,667%
FCH
223
Freestone Capital Holdings
Washington
$13.6M -$23.1K -369 -0.2%
CFAM
224
Coury Firm Asset Management
Pennsylvania
$13.6M +$184K +2,930 +1%
IUHSA
225
Itau Unibanco Holding S.A.
Brazil
$13.4M -$37.4M -596,232 -75%

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.