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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 %
DT
301
Diversified Trust
Tennessee
$9.49M +$3.43M +47,917 +56%
WB
302
WesBanco Bank
West Virginia
$9.48M -$343K -4,789 -3%
DBG
303
De Burlo Group
Massachusetts
$9.45M +$9.45M +132,200 New
FCI
304
Financial Counselors Inc
Kansas
$9.42M -$361K -5,045 -4%
CBT
305
Central Bank & Trust
Kentucky
$9.41M -$260K -3,633 -3%
RIG
306
Ramiah Investment Group
Wisconsin
$9.33M +$9.33M +130,415 New
MPW
307
Monterey Private Wealth
California
$9.3M -$6.83M -95,546 -42%
VWM
308
Venturi Wealth Management
Texas
$9.18M +$1.54M +21,594 +20%
FWTB
309
First Western Trust Bank
Colorado
$9.07M -$406K -5,677 -4%
BMM
310
Berkshire Money Management
Massachusetts
$9.04M +$9.04M +126,392 New
CASB
311
Cape Ann Savings Bank
Massachusetts
$9.04M +$986K +13,789 +12%
FFBTD
312
First Financial Bank - Trust Division
Ohio
$8.98M -$2.27M -31,714 -20%
TH
313
TCTC Holdings
Texas
$8.92M +$2.06M +28,781 +30%
MWP
314
MYCIO Wealth Partners
Pennsylvania
$8.91M -$2.19M -30,613 -20%
ACM
315
AUA Capital Management
Pennsylvania
$8.9M -$5.08K -71 -0.1%
State of Tennessee, Department of Treasury
316
State of Tennessee, Department of Treasury
Tennessee
$8.86M +$88.7K +1,240 +1%
ASN
317
Advisory Services Network
Georgia
$8.85M +$554K +7,750 +7%
PGFC
318
Peapack-Gladstone Financial Corp
New Jersey
$8.78M +$26K +365 +0.3%
BC
319
Belmont Capital
California
$8.77M – – –
BOS
320
Bank of Stockton
California
$8.76M -$3.52M -49,207 -29%
BSW
321
Buckingham Strategic Wealth
Missouri
$8.75M – – –
CWM
322
Calamos Wealth Management
Illinois
$8.71M +$2.15M +30,129 +33%
DWMG
323
DB Wealth Management Group
California
$8.69M +$85.9K +1,201 +1%
SW
324
SteelPeak Wealth
California
$8.64M +$261K +3,647 +3%
FEG
325
Financial Enhancement Group
Indiana
$8.56M +$445K +6,091 +5%
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