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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 %
LNWTC
251
Laird Norton Wetherby Trust Company
Washington
$12.3M +$1.1M +15,410 +10%
VCA
252
Verdence Capital Advisors
Maryland
$12.2M -$23.6M -329,359 -66%
MC
253
Martin & Co
Tennessee
$11.9M -$181K -2,528 -1%
BCM
254
Brookstone Capital Management
Illinois
$11.8M +$7.88M +107,782 +199%
HBT
255
Hills Bank & Trust
Iowa
$11.6M -$114K -1,599 -1%
CF
256
Copperwynd Financial
Arizona
$11.6M +$9.91M +138,536 +577%
AAS
257
Avantax Advisory Services
Texas
$11.6M -$297K -4,149 -2%
FT
258
Fiduciary Trust
Massachusetts
$11.6M -$8.73K -122 -0.1%
JHU
259
Johns Hopkins University
Maryland
$11.6M +$11.6M +161,957 New
SWM
260
Spire Wealth Management
Virginia
$11.5M +$434K +6,075 +4%
OAM
261
Oppenheimer Asset Management
New York
$11.5M -$920K -12,869 -7%
BBHC
262
Brown Brothers Harriman & Co
New York
$11.4M +$79.7K +1,114 +0.7%
SDAM
263
Shulman DeMeo Asset Management
New York
$11.3M -$138K -1,927 -1%
PA
264
Parallel Advisors
California
$11.2M -$553K -7,728 -5%
ANB
265
Amarillo National Bank
Texas
$11M +$5.16M +72,093 +88%
PFA
266
Pure Financial Advisors
California
$11M +$800K +11,188 +8%
AWM
267
AE Wealth Management
Kansas
$10.9M +$5.34M +74,687 +96%
CG
268
Corundum Group
Colorado
$10.9M +$1.09M +15,258 +11%
WIC
269
WealthBridge Investment Counsel
Alberta, Canada
$10.9M -$207K -2,890 -2%
UCFA
270
United Capital Financial Advisors
Texas
$10.8M -$968K -13,538 -8%
Wellington Management Group
271
Wellington Management Group
Massachusetts
$10.8M +$10.8M +151,202 New
BC
272
Bartlett & Co
Ohio
$10.7M +$43.8K +613 +0.4%
BCWM
273
Bartlett & Co Wealth Management
Ohio
$10.7M +$43.8K +613 +0.4%
CAG
274
Crestwood Advisors Group
Massachusetts
$10.6M -$673K -9,409 -6%
WPC
275
Waters Parkerson & Co
Louisiana
$10.6M -$34.3K -480 -0.3%
9 10
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