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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 %
SDWMA
401
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.13M -$76.2K -1,106 -1%
CAM
402
ClariVest Asset Management
California
$6.13M +$627K +9,100 +11%
PFM
403
Phillips Financial Management
Indiana
$6.12M -$36.6K -531 -0.6%
PFBT
404
Parkside Financial Bank & Trust
Missouri
$6.07M +$68.4K +992 +1%
BA
405
Bristlecone Advisors
Washington
$5.96M -$159K -2,307 -3%
TFO
406
Tarbox Family Office
California
$5.95M -$184K -2,664 -3%
BCM
407
Brookstone Capital Management
Illinois
$5.95M -$8.56M -127,489 -59%
ACA
408
Ascension Capital Advisors
Texas
$5.83M -$60.4K -877 -1%
TIM
409
Thornburg Investment Management
New Mexico
$5.75M +$1.59M +23,043 +38%
EVM
410
Evelyn V. Moreno
$5.75M – – –
CA
411
Cetera Advisors
Colorado
$5.74M -$4.75M -68,849 -45%
AWE
412
Avidian Wealth Enterprises
Texas
$5.71M +$280K +4,058 +5%
WAS
413
Wealth Advisory Solutions
Indiana
$5.6M +$2.79M +38,688 +99%
ONB
414
Old National Bancorp
Indiana
$5.59M -$61.1K -887 -1%
CIA
415
Caerus Investment Advisors
Texas
$5.58M -$18.3K -265 -0.3%
Simplex Trading
416
Simplex Trading
Illinois
$5.55M +$5.55M +80,528 New
IBOK
417
Independence Bank of Kentucky
Kentucky
$5.53M -$32.7K -475 -0.6%
SFG
418
Summit Financial Group
West Virginia
$5.49M +$150K +2,170 +3%
HCM
419
HMS Capital Management
Tennessee
$5.47M -$205K -2,969 -4%
AI
420
Atria Investments
North Carolina
$5.45M +$1.26M +18,308 +30%
New York State Common Retirement Fund
421
New York State Common Retirement Fund
New York
$5.43M +$506K +7,339 +10%
LCM
422
LCM Capital Management
Illinois
$5.41M +$234K +3,393 +5%
MMHP
423
Murphy Middleton Hinkle & Parker
Georgia
$5.41M -$131K -1,898 -2%
BFG
424
Bleakley Financial Group
New Jersey
$5.41M +$300K +4,359 +6%
BFG
425
Baron Financial Group
New Jersey
$5.39M -$14.8K -215 -0.3%
15 16
17
18 19