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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 %
FB
376
Fulton Bank
Pennsylvania
$6.97M +$300K +4,356 +5%
IIM
377
Ironwood Investment Management
Massachusetts
$6.96M +$795K +11,534 +13%
JWCA
378
J.W. Cole Advisors
Florida
$6.95M +$389K +5,648 +6%
WIC
379
Whitegate Investment Counselors
New Hampshire
$6.94M +$230K +3,340 +3%
RhumbLine Advisers
380
RhumbLine Advisers
Massachusetts
$6.89M +$691K +10,024 +11%
CBB
381
Citizens Business Bank
California
$6.89M -$99.7K -1,447 -1%
Credit Agricole
382
Credit Agricole
France
$6.72M -$321K -4,657 -5%
IF
383
Ironwood Financial
Arizona
$6.71M +$225K +3,265 +3%
WCM Investment Management
384
WCM Investment Management
California
$6.68M +$6.46M +93,674 +2,912%
CL
385
Choreo LLC
Illinois
$6.67M -$232K -3,372 -3%
OFS
386
Oldfather Financial Services
Nebraska
$6.65M +$185K +2,678 +3%
PWM
387
Perigon Wealth Management
California
$6.65M +$261K +3,782 +4%
LFWA
388
LBJ Family Wealth Advisors
Texas
$6.64M -$209K -3,038 -3%
WCWM
389
Wooster Corthell Wealth Management
Connecticut
$6.64M -$143K -2,080 -2%
FNT
390
First National Trust
Pennsylvania
$6.61M -$10.3K -149 -0.2%
PIA
391
Powell Investment Advisors
Florida
$6.57M -$122K -1,776 -2%
GW
392
GW & Wade
Massachusetts
$6.57M +$14.5K +211 +0.2%
FPAS
393
Focus Partners Advisor Solutions
Missouri
$6.53M +$661K +9,589 +11%
MAS
394
Madden Advisory Services
Florida
$6.51M -$275K -3,989 -4%
GVAG
395
Great Valley Advisor Group
Delaware
$6.44M -$530K -7,690 -8%
SS
396
Simplicity Solutions
Minnesota
$6.43M +$355K +5,158 +6%
USCWA
397
U.S. Capital Wealth Advisors
Texas
$6.34M +$48.9K +710 +0.8%
CCFM
398
Clear Creek Financial Management
Washington
$6.33M -$5.44M -78,968 -46%
BWP
399
BSW Wealth Partners
Colorado
$6.32M -$226K -3,274 -3%
SFMG
400
Sage Financial Management Group
Virginia
$6.23M +$6.23M +90,419 New
14 15
16
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