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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 %
EFL
426
ERn Financial LLC
Wisconsin
$5.37M -$11.6K -168 -0.2%
SCA
427
Snowden Capital Advisors
New York
$5.36M -$797K -11,559 -13%
WB
428
Webster Bank
Connecticut
$5.3M +$50.2K +728 +1%
Kayne Anderson Rudnick Investment Management
429
Kayne Anderson Rudnick Investment Management
California
$5.28M -$218K -3,169 -4%
CPA
430
Cardiff Park Advisors
California
$5.27M -$286K -4,153 -5%
GBT
431
Grove Bank & Trust
Florida
$5.27M +$29K +421 +0.6%
BHIA
432
Birch Hill Investment Advisors
Massachusetts
$5.26M -$41.5K -602 -0.8%
RSVP
433
Ramsay Stattman Vela & Price
Colorado
$5.26M -$39.8K -578 -0.8%
PFA
434
Pathway Financial Advisors
Vermont
$5.25M -$17.7K -257 -0.3%
DWT
435
Dorsey & Whitney Trust
South Dakota
$5.25M +$2.55K +37 +0%
NB
436
NBT Bank
New York
$5.24M +$651K +9,447 +14%
CWM
437
Connecticut Wealth Management
Connecticut
$5.21M +$1.49M +21,613 +40%
PGFC
438
Peapack-Gladstone Financial Corp
New Jersey
$5.19M +$58.6K +851 +1%
RIM
439
Rakuten Investment Management
Japan
$5.18M – – –
Envestnet Portfolio Solutions
440
Envestnet Portfolio Solutions
Illinois
$5.16M +$5.16M +74,900 New
CWM
441
Chesapeake Wealth Management
Virginia
$5.11M -$126K -1,822 -2%
LFG
442
Larson Financial Group
Missouri
$5.07M -$19K -275 -0.4%
CCFCSB
443
Cape Cod Five Cents Savings Bank
Massachusetts
$5.06M +$2.51M +36,434 +98%
RWA
444
Ropes Wealth Advisors
Massachusetts
$5.06M -$865K -12,553 -15%
SC
445
Sepio Capital
Utah
$5.05M – – –
GAM
446
Gould Asset Management
California
$5.05M +$68.9K +1,000 +1%
ACM
447
Arcataur Capital Management
Wisconsin
$5.02M -$3.79K -55 -0.1%
HIA
448
Harbor Investment Advisory
Maryland
$5M -$81.6K -1,184 -2%
Lido Advisors
449
Lido Advisors
California
$4.99M -$15.2M -219,997 -75%
MHS
450
M Holdings Securities
Oregon
$4.99M +$4.77M +69,152 +2,137%
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