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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 %
HWM
351
HB Wealth Management
Georgia
$7.81M +$129K +1,873 +2%
WCF
352
West Coast Financial
California
$7.73M +$114K +1,647 +1%
EWA
353
EverSource Wealth Advisors
Alabama
$7.71M +$709K +10,285 +10%
CFA
354
Camarda Financial Advisors
Florida
$7.67M +$143K +2,079 +2%
SWRP
355
Summit Wealth & Retirement Planning
California
$7.67M -$22.4K -325 -0.3%
WSFS
356
Wilmington Savings Fund Society
Delaware
$7.66M -$133K -1,934 -2%
FAN
357
Financial Advisors Network
California
$7.65M +$7.65M +110,947 New
FBA
358
Front Barnett Associates
Illinois
$7.61M -$278K -4,028 -4%
CCM
359
Coldstream Capital Management
Washington
$7.6M +$169K +2,452 +2%
OGF
360
Orin Green Financial
California
$7.58M -$127K -1,843 -2%
State of Tennessee, Department of Treasury
361
State of Tennessee, Department of Treasury
Tennessee
$7.52M +$1.16M +16,776 +18%
CG
362
Cutler Group
California
$7.47M +$7.46M +108,179 +51,514%
NA
363
NewEdge Advisors
Louisiana
$7.47M -$1.71M -24,759 -19%
BF
364
Blankinship & Foster
California
$7.4M -$120K -1,748 -2%
TWM
365
Tolleson Wealth Management
Texas
$7.35M -$165K -2,399 -2%
LC
366
Lavaca Capital
Texas
$7.29M – – –
FMWA
367
Forvis Mazars Wealth Advisors
Missouri
$7.28M -$51.6K -749 -0.7%
BFPW
368
BOK Financial Private Wealth
Colorado
$7.24M -$15.3K -222 -0.2%
KAH
369
Kathryn A. Hall
$7.21M – – –
GC
370
Grimes & Company
Massachusetts
$7.19M +$14K +203 +0.2%
FF
371
Fluent Financial
Texas
$7.18M +$5.48M +79,443 +322%
SLT
372
St Louis Trust
Missouri
$7.09M +$1.2M +17,356 +20%
NL
373
NEPC LLC
Massachusetts
$7.09M – – –
PGWM
374
Pitti Group Wealth Management
New York
$7.07M -$220K -3,192 -3%
FWTB
375
First Western Trust Bank
Colorado
$7.01M -$875K -12,693 -11%
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