EFA icon

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 %
TCBWMS
476
Texas Capital Bank Wealth Management Services
Texas
$4.44M +$574K +8,028 +15%
CHC
477
City Holding Co
West Virginia
$4.43M -$140K -1,957 -3%
NC
478
NewSquare Capital
Pennsylvania
$4.42M -$203K -2,837 -4%
CAM
479
ClariVest Asset Management
California
$4.42M -$1.9M -26,600 -30%
1832 Asset Management
480
1832 Asset Management
Ontario, Canada
$4.4M -$423K -5,921 -9%
ECG
481
Edge Capital Group
Georgia
$4.39M -$12.4K -173 -0.3%
AWE
482
Avidian Wealth Enterprises
Texas
$4.35M +$3.77M +52,755 +651%
SAG
483
Spotlight Asset Group
Illinois
$4.35M +$4.35M +74,958 New
VCM
484
Virtue Capital Management
Tennessee
$4.34M +$4.34M +59,697 New
SSB
485
Sandy Spring Bank
Maryland
$4.34M -$122K -1,707 -3%
FFA
486
First Foundation Advisors
California
$4.33M -$7.01K -98 -0.2%
New York State Common Retirement Fund
487
New York State Common Retirement Fund
New York
$4.29M -$1.65M -23,078 -28%
BAM
488
Belpointe Asset Management
Nevada
$4.29M +$1.28M +17,880 +42%
MWM
489
Mission Wealth Management
California
$4.29M -$45.2K -632 -1%
AWM
490
Aries Wealth Management
Maine
$4.28M +$106K +1,486 +3%
SHWM
491
Smith & Howard Wealth Management
Georgia
$4.26M -$240K -3,355 -5%
FAM
492
Family Asset Management
South Carolina
$4.25M +$260K +3,636 +7%
LI
493
LMCG Investments
Massachusetts
$4.24M -$410K -5,735 -9%
KF
494
Krilogy Financial
Missouri
$4.22M +$345K +4,824 +9%
AIM
495
Arcadia Investment Management
Michigan
$4.22M – – –
ACP
496
Aveo Capital Partners
Colorado
$4.22M +$52K +727 +1%
FLPIM
497
F.L. Putnam Investment Management
Massachusetts
$4.2M -$746K -10,424 -15%
CGA
498
Crescent Grove Advisors
Illinois
$4.2M -$452K -6,315 -10%
HCM
499
Hengehold Capital Management
Ohio
$4.19M +$117K +1,630 +3%
LNWWM
500
Laird Norton Wetherby Wealth Management
California
$4.19M -$5.15K -72 -0.1%
18 19
20
21 22