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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
+$389M
2
CCM
Causeway Capital Management
California
+$330M
3
SG Americas Securities
SG Americas Securities
New York
+$221M
4
UBS Group
UBS Group
Switzerland
+$205M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$138M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$614M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$334M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$211M
4
CM
Churchill Management
California
-$190M
5
Bank of America
Bank of America
North Carolina
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
326
Argent Trust Co
Tennessee
$8.69M -$974K -14,134 -10%
MWP
327
MYCIO Wealth Partners
Pennsylvania
$8.65M – – –
TH
328
TCTC Holdings
Texas
$8.56M -$107K -1,554 -1%
CWM
329
Calamos Wealth Management
Illinois
$8.55M +$55.1K +800 +0.6%
CCA
330
Checchi Capital Advisers
California
$8.52M +$318K +4,609 +4%
FFBTD
331
First Financial Bank - Trust Division
Ohio
$8.5M -$46.9K -681 -0.5%
CFS
332
Commonwealth Financial Services
West Virginia
$8.49M +$8.49M +123,190 New
MPW
333
Monterey Private Wealth
California
$8.49M +$15.3K +222 +0.2%
BC
334
Belmont Capital
California
$8.45M – – –
CBT
335
Central Bank & Trust
Kentucky
$8.37M -$395K -5,734 -5%
VVP
336
Venture Visionary Partners
Ohio
$8.34M +$1.45M +21,096 +21%
PRS
337
Pinkerton Retirement Specialists
Idaho
$8.33M -$5.88M -85,315 -41%
SB
338
Simmons Bank
Arkansas
$8.27M -$253K -3,677 -3%
BRWA
339
B. Riley Wealth Advisors
Florida
$8.26M +$1.7M +24,673 +26%
CG
340
Corundum Group
Colorado
$8.19M +$48.6K +705 +0.6%
Neuberger Berman Group
341
Neuberger Berman Group
New York
$8.19M +$40K +580 +0.5%
ACM
342
AUA Capital Management
Pennsylvania
$8.19M +$88.6K +1,285 +1%
DLCIG
343
D.L. Carlson Investment Group
New Hampshire
$8.09M +$209K +3,038 +3%
FCFC
344
First Citizens Financial Corp
Iowa
$8.04M -$759K -11,013 -9%
UCFA
345
United Capital Financial Advisors
Texas
$7.99M -$2.19M -31,847 -22%
AIP
346
Almanack Investment Partners
Pennsylvania
$7.98M +$370K +5,365 +5%
CH
347
Canton Hathaway
Rhode Island
$7.97M – – –
FEG
348
Financial Enhancement Group
Indiana
$7.94M -$107K -1,551 -1%
LC
349
Lindbrook Capital
California
$7.89M +$1.01M +14,640 +15%
WT
350
Washington Trust
Rhode Island
$7.85M -$17.1K -248 -0.2%
12 13
14
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