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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 %
RJT
276
Raymond James Trust
Florida
$10.6M -$58.2K -814 -0.5%
DCM
277
Dimension Capital Management
Florida
$10.6M +$35.3K +494 +0.3%
SWA
278
Strategies Wealth Advisors
Michigan
$10.5M -$94.3K -1,318 -0.9%
FNBOSM
279
First National Bank of South Miami
Florida
$10.5M -$2.07M -28,964 -17%
AWS
280
Atria Wealth Solutions
New York
$10.4M +$210K +2,934 +2%
DWM
281
Darwin Wealth Management
Florida
$10.4M +$1.62M +22,142 +18%
CI
282
Cambiar Investors
Colorado
$10.3M -$9.58M -133,939 -48%
OC
283
Oppenheimer & Co
New York
$10.3M +$854K +11,943 +9%
BWM
284
Brickley Wealth Management
California
$10.2M -$3.72K -52 -0%
CG
285
Caprock Group
Idaho
$10.1M -$71.5K -1,000 -0.7%
WA
286
Waverly Advisors
Alabama
$10M -$131K -1,829 -1%
QC
287
Quent Capital
New York
$10M +$355K +4,959 +4%
VLC
288
Van Leeuwen & Company
New Jersey
$9.97M +$3.45M +48,216 +53%
Vanguard Group
289
Vanguard Group
Pennsylvania
$9.95M +$9.95M +139,177 New
EH
290
Equitable Holdings
New York
$9.92M +$217K +3,037 +2%
CI
291
Cavalier Investments
Georgia
$9.77M +$572K +7,996 +6%
CTA
292
Chesley Taft & Associates
Illinois
$9.73M -$22.7K -318 -0.2%
SB
293
Simmons Bank
Arkansas
$9.72M -$526K -7,356 -5%
NFW
294
Noble Family Wealth
Florida
$9.68M +$9.68M +135,410 New
UOP
295
University of Pittsburgh
Pennsylvania
$9.67M – – –
CAM
296
Crestone Asset Management
Colorado
$9.6M -$2.39M -33,408 -20%
HIA
297
Harvest Investment Advisors
Florida
$9.55M -$30.7K -429 -0.3%
HIMC
298
Heritage Investors Management Corp
Maryland
$9.53M -$101K -1,413 -1%
GF
299
Greenfield FTC
Nevada
$9.51M – – –
WTC
300
WhitTier Trust Company
Nevada
$9.51M -$159K -2,221 -2%
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