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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,718 hedge funds and large institutions have $38.2B invested in iShares MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 485 increasing their positions, 753 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,718
Holders Change
+22
Holders Change %
+1.3%
% of All Funds
27.5%
Holding in Top 10
177
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+10.63%
% of All Funds
2.83%
New
152
Increased
485
Reduced
753
Closed
89
Calls
$3.75B
Puts
$5.93B
Net Calls
-$2.18B
Net Calls Change
+$537M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$368M
2
BlackRock
BlackRock
New York
+$222M
3
CM
Churchill Management
California
+$188M
4
Morgan Stanley
Morgan Stanley
New York
+$174M
5
UBS Group
UBS Group
Switzerland
+$162M

Top Sellers

1
Jane Street
Jane Street
New York
-$524M
2
Ameriprise
Ameriprise
Minnesota
-$415M
3
WCM Investment Management
WCM Investment Management
California
-$201M
4
Bank of America
Bank of America
North Carolina
-$196M
5
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
Prosperity Planning
Missouri
$14.4M +$1.52M +21,309 +12%
FCH
227
Freestone Capital Holdings
Washington
$14.3M -$515K -7,202 -3%
BCIM
228
British Columbia Investment Management
British Columbia, Canada
$14.1M +$14.1M +197,723 New
PAG
229
Private Advisor Group
New Jersey
$14.1M +$3.17M +44,287 +29%
UB
230
UMB Bank
Missouri
$14M -$470K -6,565 -3%
TF
231
TIAA FSB
Florida
$14M -$551K -7,710 -4%
MFC
232
Mechanics Financial Corp
Ohio
$13.8M -$104K -1,452 -0.7%
FMTC
233
Farmers & Merchants Trust Company
California
$13.7M +$7.88M +110,172 +136%
PAI
234
Pittenger & Anderson Inc
Nebraska
$13.5M +$371K +5,187 +3%
MWM
235
Merriman Wealth Management
Washington
$13.5M +$10.3M +144,143 +322%
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$13.1M +$640K +8,950 +5%
KM
237
Kabouter Management
Illinois
$13.1M -$49.5M -695,467 -79%
FM
238
Foster & Motley
Ohio
$12.9M -$81.2K -1,135 -0.6%
SI
239
Stephens Inc
Arkansas
$12.9M +$604K +8,441 +5%
LNC
240
Lincoln National Corp
Pennsylvania
$12.8M +$4.21M +58,870 +49%
RC
241
Rovin Capital
Arizona
$12.8M +$527K +7,366 +4%
EL
242
EQ LLC
Washington
$12.8M -$536K -7,495 -4%
VFPI
243
Vantage Financial Partners (Illinois)
Illinois
$12.7M +$456K +6,370 +4%
WT
244
Whittier Trust
California
$12.6M -$30.5K -426 -0.2%
SPIA
245
Steward Partners Investment Advisory
New York
$12.6M -$4.16M -58,134 -25%
FWM
246
FFT Wealth Management
Pennsylvania
$12.6M +$280K +3,917 +2%
UFA
247
US Financial Advisors
Massachusetts
$12.5M +$441K +6,160 +4%
HWA
248
Heritage Wealth Advisors
Virginia
$12.4M +$35.8K +500 +0.3%
OFG
249
Oxford Financial Group
Indiana
$12.4M +$107K +1,491 +0.9%
LP
250
LGL Partners
Pennsylvania
$12.4M -$259K -3,624 -2%
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