We are live on ! Find out more
EFA icon

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
BlackRock
1
BlackRock
New York
$5.52B +$558M +7,681,501 +11%
Bank of America
2
Bank of America
North Carolina
$2.48B +$47.1M +649,288 +2%
Goldman Sachs
3
Goldman Sachs
New York
$2.42B -$265M -3,654,228 -10%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.85B -$35.2M -484,831 -2%
Morgan Stanley
5
Morgan Stanley
New York
$1.78B -$76M -1,047,106 -4%
Northern Trust
6
Northern Trust
Illinois
$1.54B +$22.2M +305,807 +1%
Wells Fargo
7
Wells Fargo
California
$1.07B +$111M +1,533,528 +12%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$866M -$24.2M -333,326 -3%
UBS Group
9
UBS Group
Switzerland
$837M -$70.3M -968,057 -8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$791M +$436M +6,001,745 +122%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$775M -$18.8M -258,851 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$734M +$2.08M +28,633 +0.3%
Jane Street
13
Jane Street
New York
$711M +$482M +6,631,408 +209%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$565M -$3.22M -44,281 -0.6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$535M -$1.99B -27,379,788 -79%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$512M -$122M -1,681,336 -19%
TA
17
Tiedemann Advisors
New York
$296M +$123M +1,698,083 +71%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$285M +$32.3M +445,045 +13%
Mariner
19
Mariner
Kansas
$249M -$14.5M -200,076 -6%
Truist Financial
20
Truist Financial
North Carolina
$248M -$3.08M -42,457 -1%
LPL Financial
21
LPL Financial
California
$245M +$14.4M +197,917 +6%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$243M -$14.1M -194,159 -5%
Bank of Nova Scotia
23
Bank of Nova Scotia
Ontario, Canada
$226M +$182M +2,500,166 +410%
BOTOTLSJU
24
Board of Trustees of The Leland Stanford Junior University
California
$211M -$43.9M -604,307 -17%
SP
25
Stairway Partners
Illinois
$204M -$8.02M -110,464 -4%

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.