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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 %
MA
251
MCF Advisors
Kentucky
$12.1M -$412K -5,972 -3%
HWA
252
Heritage Wealth Advisors
Virginia
$12.1M -$6.89K -100 -0.1%
VCA
253
Verdence Capital Advisors
Maryland
$12.1M +$666K +9,657 +6%
AC
254
Avestar Capital
New York
$12.1M -$3.35M -48,588 -22%
HBT
255
Hills Bank & Trust
Iowa
$12.1M +$1.15M +16,658 +11%
CASB
256
Cape Ann Savings Bank
Massachusetts
$12M +$703K +10,207 +6%
WT
257
Whittier Trust
California
$11.9M -$161K -2,338 -1%
AAS
258
Avantax Advisory Services
Texas
$11.8M +$319K +4,631 +3%
LNWTC
259
Laird Norton Wetherby Trust Company
Washington
$11.8M +$153K +2,221 +1%
MWM
260
Meridian Wealth Management
Kentucky
$11.7M +$7M +101,577 +149%
Citadel Advisors
261
Citadel Advisors
Florida
$11.6M -$12.4M -179,916 -52%
PAG
262
Private Advisor Group
New Jersey
$11.6M -$4.12M -59,724 -26%
BBHC
263
Brown Brothers Harriman & Co
New York
$11.5M +$1.19M +17,292 +12%
FCH
264
Freestone Capital Holdings
Washington
$11.3M -$1.71M -24,748 -13%
FT
265
Fiduciary Trust
Massachusetts
$11.2M +$53.1K +770 +0.5%
AF
266
Allworth Financial
California
$11.2M -$283K -4,104 -2%
JHU
267
Johns Hopkins University
Maryland
$11.2M – – –
SWM
268
Spire Wealth Management
Virginia
$11.1M +$3.03K +44 +0%
MC
269
Martin & Co
Tennessee
$11.1M +$22.1K +321 +0.2%
OAM
270
Oppenheimer Asset Management
New York
$11M +$176K +2,550 +2%
OC
271
Oppenheimer & Co
New York
$11M +$140K +2,031 +1%
Cetera Investment Advisers
272
Cetera Investment Advisers
Illinois
$10.9M -$1.67M -24,276 -13%
SDAM
273
Shulman DeMeo Asset Management
New York
$10.8M -$108K -1,571 -1%
BC
274
Bartlett & Co
Ohio
$10.8M +$193K +2,797 +2%
BCWM
275
Bartlett & Co Wealth Management
Ohio
$10.8M +$193K +2,797 +2%
9 10
11
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