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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 %
FA
451
Flagstar Advisors
New York
$4.97M +$304K +4,416 +7%
CPIG
452
Chicago Partners Investment Group
Illinois
$4.96M -$231K -3,473 -4%
SSWM
453
Smith Salley Wealth Management
North Carolina
$4.95M +$31.3K +454 +0.6%
LHC
454
Little House Capital
Massachusetts
$4.95M +$209K +3,029 +4%
FFA
455
Fi3 Financial Advisors
Indiana
$4.91M -$41.1K -597 -0.8%
SAG
456
Spotlight Asset Group
Illinois
$4.9M +$2.07K +30 +0%
1832 Asset Management
457
1832 Asset Management
Ontario, Canada
$4.9M -$22.1K -320 -0.4%
SEI Investments
458
SEI Investments
Pennsylvania
$4.89M -$58.7K -852 -1%
IAN
459
Integrated Advisors Network
Texas
$4.88M -$524K -7,609 -10%
RA
460
Resolute Advisors
California
$4.85M +$4.85M +70,400 New
NRC
461
New Republic Capital
North Carolina
$4.84M -$104K -1,509 -2%
TAM
462
Titleist Asset Management
Texas
$4.84M -$60K -871 -1%
FFA
463
First Foundation Advisors
California
$4.84M +$818K +11,869 +20%
4FG
464
4Thought Financial Group
New York
$4.83M +$173K +2,505 +4%
KPWS
465
Kestra Private Wealth Services
Texas
$4.78M +$1.42M +20,569 +42%
Charles Schwab
466
Charles Schwab
California
$4.78M +$2.72M +39,407 +131%
BFM
467
Boston Financial Management
Massachusetts
$4.78M -$49.3K -715 -1%
AWA
468
Aaron Wealth Advisors
Illinois
$4.77M -$9.99K -145 -0.2%
JFGIW
469
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.76M -$237K -3,441 -5%
DFA
470
Delta Financial Advisors
Louisiana
$4.75M – – –
MWM
471
MY Wealth Management
Maryland
$4.75M -$17.4K -253 -0.4%
KF
472
Krilogy Financial
Missouri
$4.74M -$172K -2,495 -3%
AIA
473
Angeles Investment Advisors
California
$4.74M – – –
EA
474
Efficient Advisors
Ohio
$4.73M -$148K -2,144 -3%
FTUS
475
Flow Traders U.S.
New York
$4.72M +$4.72M +68,543 New
17 18
19
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