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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 %
MHS
426
M Holdings Securities
Oregon
$5.36M +$829K +11,586 +18%
CWM
427
Chesapeake Wealth Management
Virginia
$5.35M -$96.3K -1,346 -2%
SFMG
428
Sage Financial Management Group
Virginia
$5.34M -$1.49M -20,838 -22%
LCM
429
LCM Capital Management
Illinois
$5.34M +$88.9K +1,243 +2%
PFBT
430
Parkside Financial Bank & Trust
Missouri
$5.32M +$207K +2,896 +4%
SFG
431
Summit Financial Group
West Virginia
$5.32M -$9.51K -133 -0.2%
WPW
432
Watershed Private Wealth
Illinois
$5.32M -$83.3K -1,165 -2%
GAM
433
Gould Asset Management
California
$5.31M -$353K -4,930 -6%
WCF
434
West Coast Financial
California
$5.29M +$284K +3,973 +6%
HIA
435
Harbor Investment Advisory
Maryland
$5.27M -$65.8K -920 -1%
SC
436
Sepio Capital
Utah
$5.24M +$8.3K +116 +0.2%
Legal & General Group
437
Legal & General Group
United Kingdom
$5.19M -$336K -4,700 -6%
SSWM
438
Smith Salley Wealth Management
North Carolina
$5.16M -$4.94K -69 -0.1%
HT
439
HAP Trading
New York
$5.15M +$5.15M +71,999 New
Acadian Asset Management
440
Acadian Asset Management
Massachusetts
$5.13M +$5.13M +71,714 New
PAS
441
Park Avenue Securities
New York
$5.12M -$555K -7,759 -10%
NB
442
Nicolet Bankshares
Wisconsin
$5.11M -$16.3K -228 -0.3%
BFG
443
Bleakley Financial Group
New Jersey
$5.1M -$453K -6,330 -8%
GBT
444
Grove Bank & Trust
Florida
$5.08M +$416K +5,815 +9%
WCM Investment Management
445
WCM Investment Management
California
$5.07M -$201M -2,814,028 -98%
BFM
446
Boston Financial Management
Massachusetts
$5.03M -$59.8K -836 -1%
IAN
447
Integrated Advisors Network
Texas
$5M +$222K +3,100 +5%
MWM
448
MY Wealth Management
Maryland
$4.98M +$4.98M +69,601 New
AWA
449
Aaron Wealth Advisors
Illinois
$4.96M – – –
DFA
450
Delta Financial Advisors
Louisiana
$4.93M -$491K -6,864 -9%
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