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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 %
FMTC
276
Farmers & Merchants Trust Company
California
$10.7M -$2.27M -32,942 -17%
ANB
277
Amarillo National Bank
Texas
$10.7M +$138K +2,002 +1%
OCM
278
One Capital Management
California
$10.7M +$2.95M +42,864 +38%
WA
279
Waverly Advisors
Alabama
$10.6M +$1.01M +14,585 +10%
SBH
280
Segall Bryant & Hamill
Illinois
$10.6M +$540K +7,828 +5%
EWA
281
EP Wealth Advisors
California
$10.6M +$10.3M +149,416 +3,521%
RFM
282
Royal Fund Management
Florida
$10.4M +$2.59M +37,550 +33%
CI
283
Cavalier Investments
Georgia
$10.4M +$385K +5,587 +4%
WPC
284
Waters Parkerson & Co
Louisiana
$10.2M -$71.7K -1,040 -0.7%
FLPIM
285
F.L. Putnam Investment Management
Massachusetts
$10.2M +$1.25M +18,142 +14%
CAM
286
Crestone Asset Management
Colorado
$10M +$237K +3,445 +2%
VWM
287
Venturi Wealth Management
Texas
$10M -$379K -5,503 -4%
FCI
288
Financial Counselors Inc
Kansas
$10M +$467K +6,780 +5%
SW
289
SteelPeak Wealth
California
$10M +$2.1M +30,511 +27%
BMM
290
Berkshire Money Management
Massachusetts
$9.95M +$640K +9,284 +7%
CWS
291
Confluence Wealth Services
Pennsylvania
$9.9M +$2.69M +39,069 +37%
WIC
292
WealthBridge Investment Counsel
Alberta, Canada
$9.89M -$386K -5,600 -4%
DWM
293
Darwin Wealth Management
Florida
$9.89M +$50.7K +736 +0.5%
CAG
294
Crestwood Advisors Group
Massachusetts
$9.87M -$40K -581 -0.4%
BWM
295
Brickley Wealth Management
California
$9.83M -$15.6K -227 -0.2%
RWG
296
Ratio Wealth Group
Colorado
$9.82M +$807K +11,711 +9%
DCM
297
Dimension Capital Management
Florida
$9.82M -$176K -2,548 -2%
AFG
298
ABLE Financial Group
Arizona
$9.8M +$1.41M +20,453 +17%
SAMT
299
Select Asset Management & Trust
Pennsylvania
$9.77M +$1.57M +22,826 +19%
SWA
300
Strategies Wealth Advisors
Michigan
$9.73M +$114K +1,651 +1%
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