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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 %
NA
326
NewEdge Advisors
Louisiana
$8.52M +$2.37M +32,949 +39%
CCA
327
Checchi Capital Advisers
California
$8.51M +$309K +4,316 +4%
CGFA
328
Colton Groome Financial Advisors
North Carolina
$8.5M +$1.31M +18,281 +18%
FBA
329
Front Barnett Associates
Illinois
$8.47M -$17.9K -250 -0.2%
SSG
330
Summit Securities Group
New York
$8.47M +$6.33M +88,500 +296%
SBH
331
Segall Bryant & Hamill
Illinois
$8.46M +$192K +2,682 +2%
PGWM
332
Parisi Gray Wealth Management
New Jersey
$8.34M -$504K -7,052 -6%
SWRP
333
Summit Wealth & Retirement Planning
California
$8.33M +$984K +13,753 +13%
Neuberger Berman Group
334
Neuberger Berman Group
New York
$8.31M -$4.91M -68,664 -37%
CH
335
Canton Hathaway
Rhode Island
$8.27M – – –
WSFS
336
Wilmington Savings Fund Society
Delaware
$8.25M -$1.21M -16,970 -13%
WIM
337
Warwick Investment Management
Texas
$8.2M -$1.29M -18,105 -14%
BF
338
Blankinship & Foster
California
$8.14M -$94.8K -1,326 -1%
HWM
339
HB Wealth Management
Georgia
$8.13M -$3.86K -54 -0%
LFWA
340
LBJ Family Wealth Advisors
Texas
$8.12M -$70.8K -990 -0.9%
WT
341
Washington Trust
Rhode Island
$8.08M +$370K +5,168 +5%
OGF
342
Orin Green Financial
California
$8.06M -$119K -1,665 -1%
OCM
343
One Capital Management
California
$8.03M -$547K -7,644 -6%
AIP
344
Almanack Investment Partners
Pennsylvania
$7.96M -$584K -8,159 -7%
TWM
345
Tolleson Wealth Management
Texas
$7.96M -$120K -1,679 -1%
SS
346
Simplicity Solutions
Minnesota
$7.96M +$7.96M +111,232 New
DLCIG
347
D.L. Carlson Investment Group
New Hampshire
$7.88M +$5.39M +75,382 +216%
GC
348
Grimes & Company
Massachusetts
$7.87M +$265K +3,701 +3%
PGWM
349
Pitti Group Wealth Management
New York
$7.64M -$177K -2,478 -2%
EWA
350
EverSource Wealth Advisors
Alabama
$7.62M +$5.75M +80,464 +309%
12 13
14
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