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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,772 hedge funds and large institutions have $39.3B invested in iShares MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 646 increasing their positions, 704 reducing their positions, and 58 closing their positions.

Holders
1,772
Holders Change
+54
Holders Change %
+3.14%
% of All Funds
27.95%
Holding in Top 10
173
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.26%
% of All Funds
2.73%
New
127
Increased
646
Reduced
704
Closed
58
Calls
$3.56B
Puts
$5.61B
Net Calls
-$2.05B
Net Calls Change
+$130M

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.52B
2
Jane Street
2
Jane Street
New York
$711M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$791M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$226M
5
TA
5
Tiedemann Advisors
New York
$296M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$535M
2
US Bancorp
2
US Bancorp
Minnesota
$132M
3
State Street
3
State Street
Massachusetts
$59.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.42B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$512M
Name Market Value Shares Shares
Change 		Shares
Change %
LGWM
251
Litman Gregory Wealth Management
California
$12.9M 178,491 +178,491 New
UFA
252
US Financial Advisors
Massachusetts
$12.9M 177,992 +3,642 +2%
LP
253
LGL Partners
Pennsylvania
$12.8M 176,410 +3,301 +2%
HWA
254
Heritage Wealth Advisors
Virginia
$12.7M 175,794 +2,356 +1%
AWS
255
Atria Wealth Solutions
New York
$12.7M 174,670 +28,854 +20%
WT
256
Whittier Trust
California
$12.7M 174,485 -2,080 -1%
CCFM
257
Clear Creek Financial Management
Washington
$12.4M 170,825 +134,835 +375%
LNWTC
258
Laird Norton Wetherby Trust Company
Washington
$12.3M 169,309 -3,008 -2%
AAS
259
Avantax Advisory Services
Texas
$12.1M 167,170 +4,857 +3%
AF
260
Allworth Financial
California
$12.1M 166,222 -229,889 -58%
VCA
261
Verdence Capital Advisors
Maryland
$12M 166,021 -4,917 -3%
CASB
262
Cape Ann Savings Bank
Massachusetts
$11.9M 164,024 +37,665 +30%
CGFA
263
Colton Groome Financial Advisors
North Carolina
$11.8M 163,161 +44,287 +37%
JHU
264
Johns Hopkins University
Maryland
$11.7M 161,957 – –
FT
265
Fiduciary Trust
Massachusetts
$11.7M 161,572 -485 -0.3%
SWM
266
Spire Wealth Management
Virginia
$11.7M 160,944 -434 -0.3%
EH
267
Equitable Holdings
New York
$11.6M 160,064 +21,307 +15%
MC
268
Martin & Co
Tennessee
$11.6M 160,017 -6,288 -4%
SDAM
269
Shulman DeMeo Asset Management
New York
$11.5M 158,336 +275 +0.2%
HBT
270
Hills Bank & Trust
Iowa
$11.5M 158,328 -4,331 -3%
OAM
271
Oppenheimer Asset Management
New York
$11.4M 157,645 -3,620 -2%
OC
272
Oppenheimer & Co
New York
$11.4M 157,298 +13,166 +9%
PA
273
Parallel Advisors
California
$11.2M 154,521 -2,675 -2%
BCWM
274
Bartlett & Co Wealth Management
Ohio
$11.1M 153,771 +4,041 +3%
BC
275
Bartlett & Co
Ohio
$11.1M 153,771 +4,041 +3%
9 10
11
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