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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,739 hedge funds and large institutions have $36.9B invested in iShares MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 538 increasing their positions, 715 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,739
Holders Change
-33
Holders Change %
-1.86%
% of All Funds
27.73%
Holding in Top 10
162
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-6.36%
% of All Funds
2.58%
New
87
Increased
538
Reduced
715
Closed
100
Calls
$4.1B
Puts
$6.48B
Net Calls
-$2.38B
Net Calls Change
-$330M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$514M
2
CCM
Causeway Capital Management
California
$330M
3
SG Americas Securities
SG Americas Securities
New York
$221M
4
UBS Group
UBS Group
Switzerland
$1B
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$207M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$138M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.43B
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$0
4
CM
Churchill Management
California
$0
5
Bank of America
Bank of America
North Carolina
$2.24B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
226
Corepath Wealth Partners
Arizona
$14.4M +$378K +5,526 +3%
KWM
227
Kaydan Wealth Management
Michigan
$14.3M +$14.3M +207,401 New
EH
228
Equitable Holdings
New York
$14M +$3M +43,558 +27%
FWM
229
FFT Wealth Management
Pennsylvania
$14M +$51.3K +745 +0.4%
PAI
230
Pittenger & Anderson Inc
Nebraska
$13.9M +$483K +7,002 +4%
CFAM
231
Coury Firm Asset Management
Pennsylvania
$13.8M -$375K -5,447 -3%
FPCP
232
Fort Point Capital Partners
California
$13.6M -$4.43M -64,342 -25%
MFC
233
Mechanics Financial Corp
Ohio
$13.5M +$42.8K +621 +0.3%
SFG
234
SNS Financial Group
Minnesota
$13.4M -$468K -6,797 -3%
TIAA Trust, National Association
235
TIAA Trust, National Association
North Carolina
$13.4M +$13.4M +194,078 New
AIA
236
Alera Investment Advisors
Illinois
$13.3M -$1.44M -20,915 -10%
VFPI
237
Vantage Financial Partners (Illinois)
Illinois
$13.1M +$529K +7,680 +4%
UB
238
UMB Bank
Missouri
$13M -$38.2K -554 -0.3%
CGFA
239
Colton Groome Financial Advisors
North Carolina
$12.9M +$1.64M +23,846 +15%
PA
240
Parallel Advisors
California
$12.9M +$2.21M +32,078 +21%
UFA
241
US Financial Advisors
Massachusetts
$12.8M +$583K +8,455 +5%
CI
242
Cambiar Investors
Colorado
$12.6M +$7.91M +114,799 +168%
Federated Hermes
243
Federated Hermes
Pennsylvania
$12.5M -$965K -14,000 -7%
FM
244
Foster & Motley
Ohio
$12.5M -$21.1K -306 -0.2%
SW
245
SVB Wealth
Massachusetts
$12.5M -$1.1M -15,983 -8%
VCM
246
Verger Capital Management
North Carolina
$12.5M -$9.81M -142,285 -44%
LGWM
247
Litman Gregory Wealth Management
California
$12.4M +$112K +1,631 +0.9%
AWS
248
Atria Wealth Solutions
New York
$12.4M +$365K +5,292 +3%
OFG
249
Oxford Financial Group
Indiana
$12.3M -$39.4K -572 -0.3%
LP
250
LGL Partners
Pennsylvania
$12.1M -$12.1K -175 -0.1%
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