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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 %
AFG
376
ABLE Financial Group
Arizona
$6.9M +$6.9M +96,442 New
CA
377
Cetera Advisors
Colorado
$6.9M +$1.47M +20,528 +27%
IUHSA
378
Itau Unibanco Holding S.A.
Brazil
$6.87M -$7.7M -107,600 -53%
FB
379
Fulton Bank
Pennsylvania
$6.84M +$781K +10,917 +13%
PFM
380
Phillips Financial Management
Indiana
$6.83M -$101K -1,419 -1%
MAS
381
Madden Advisory Services
Florida
$6.75M +$25.1K +351 +0.4%
GW
382
GW & Wade
Massachusetts
$6.71M +$69.7K +974 +1%
Schroder Investment Management Group
383
Schroder Investment Management Group
United Kingdom
$6.7M -$3.52M -49,151 -34%
SDWMA
384
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.62M +$333K +4,656 +5%
PRS
385
Pinkerton Retirement Specialists
Idaho
$6.52M +$6.52M +91,219 New
USCWA
386
U.S. Capital Wealth Advisors
Texas
$6.46M +$1.5M +20,946 +30%
TFO
387
Tarbox Family Office
California
$6.45M -$62.4K -872 -1%
IF
388
Ironwood Financial
Arizona
$6.43M +$179K +2,502 +3%
MPPLM
389
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.42M +$4.33M +60,596 +208%
BA
390
Bristlecone Advisors
Washington
$6.34M -$45.2K -632 -0.7%
EE
391
EWG Elevate
California
$6.28M +$3.82M +53,479 +156%
ONB
392
Old National Bancorp
Indiana
$6.24M -$402K -5,621 -6%
RWA
393
Ropes Wealth Advisors
Massachusetts
$6.23M +$16.8K +235 +0.3%
CPA
394
Cardiff Park Advisors
California
$6.18M – – –
SLT
395
St Louis Trust
Missouri
$6.12M -$105K -1,473 -2%
EVM
396
Evelyn V. Moreno
$6.1M -$3.56M -49,776 -37%
SCA
397
Snowden Capital Advisors
New York
$5.99M -$1.12M -15,721 -16%
T
398
TRUADVICE
Florida
$5.94M +$5.94M +80,728 New
DWT
399
Dorsey & Whitney Trust
South Dakota
$5.93M -$117K -1,634 -2%
CPIG
400
Chicago Partners Investment Group
Illinois
$5.93M +$1.58M +21,381 +36%
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16
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