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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 %
LC
351
Lavaca Capital
Texas
$7.57M -$258K -3,609 -3%
CCM
352
Coldstream Capital Management
Washington
$7.55M -$109K -1,531 -1%
BFPW
353
BOK Financial Private Wealth
Colorado
$7.54M -$47.3K -661 -0.6%
CA
354
Clearstead Advisors
Ohio
$7.5M -$450K -6,285 -6%
KAH
355
Kathryn A. Hall
$7.48M +$7.48M +104,630 New
FDCDDQ
356
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.48M -$729K -9,986 -9%
PIA
357
Powell Investment Advisors
Florida
$7.46M -$227K -3,179 -3%
CBB
358
Citizens Business Bank
California
$7.46M -$25.3K -354 -0.3%
BWP
359
BSW Wealth Partners
Colorado
$7.45M -$81.7K -1,143 -1%
FMWA
360
Forvis Mazars Wealth Advisors
Missouri
$7.36M -$120K -1,678 -2%
NL
361
NEPC LLC
Massachusetts
$7.36M +$64.6K +903 +0.9%
VVP
362
Venture Visionary Partners
Ohio
$7.32M -$3.08M -43,084 -30%
GVAG
363
Great Valley Advisor Group
Delaware
$7.32M -$74.9K -1,047 -1%
LIA
364
Luken Investment Analytics
Tennessee
$7.28M +$482K +6,744 +7%
BRWA
365
B. Riley Wealth Advisors
Florida
$7.26M -$942K -13,177 -11%
CWS
366
Confluence Wealth Services
Pennsylvania
$7.2M +$189K +2,643 +3%
LC
367
Lindbrook Capital
California
$7.15M -$566K -7,907 -7%
Parallax Volatility Advisers
368
Parallax Volatility Advisers
California
$7.1M +$7.1M +99,325 +9,932,500%
CL
369
Choreo LLC
Illinois
$7.04M +$182K +2,541 +3%
FNT
370
First National Trust
Pennsylvania
$7M -$157K -2,195 -2%
RFM
371
Royal Fund Management
Florida
$6.98M +$6.98M +97,646 New
WCWM
372
Wooster Corthell Wealth Management
Connecticut
$6.95M -$260K -3,631 -4%
OFS
373
Oldfather Financial Services
Nebraska
$6.94M +$325K +4,548 +5%
Credit Agricole
374
Credit Agricole
France
$6.92M +$2.66M +37,197 +62%
WIC
375
Whitegate Investment Counselors
New Hampshire
$6.91M +$152K +2,120 +2%
13 14
15
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