iShares MSCI EAFE ETF
EFA
1,724 hedge funds and large institutions have $38.2B invested in iShares MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 486 increasing their positions, 754 reducing their positions, and 89 closing their positions.
72% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 89
11% more funds holding in top 10
Funds holding in top 10: 160 → 177 (+17)
2.86% more ownership
Funds ownership: 78.95% → 81.82% (+2.9%)
1% more funds holding
Funds holding: 1,701 → 1,724 (+23)
4% less capital invested
Capital invested by funds: $39.7B → $38.2B (-$1.51B)
36% less repeat investments, than reductions
Existing positions increased: 486 | Existing positions reduced: 754
37% less call options, than puts
Call options by funds: $3.75B | Put options by funds: $5.93B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.85B |
| 2 |
BlackRock
New York
|
+$218M |
| 3 |
CM
Churchill Management
Los Angeles,
California
|
+$184M |
| 4 |
Morgan Stanley
New York
|
+$170M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$159M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$512M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$407M |
| 3 |
WCM Investment Management
Laguna Beach,
California
|
-$197M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$192M |
| 5 |
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
-$141M |
EFA Hedge Fund Activity: Q1 2023 in Review
1,724 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q1 2023, worth a combined $38.2B — down 3.8% from $39.7B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new EFA positions and 89 closed out — a net gain of 64 holders — while 486 added to existing stakes and 754 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.85B. The largest seller was Jane Street, cutting an estimated $512M.
- 1,724 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q1 2023, up from 1,701 in Q4 2022.
- Funds reported $38.2B of iShares MSCI EAFE ETF stock for Q1 2023, down 3.8% quarter-over-quarter.
- 153 funds opened new iShares MSCI EAFE ETF positions in Q1 2023 and 89 closed out, a net change of +64 holders.
- The largest iShares MSCI EAFE ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.85B added.
- The largest iShares MSCI EAFE ETF seller in Q1 2023 was Jane Street, an estimated $512M sold.
Based on aggregated 13F filings for Q1 2023.