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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 %
RWB
476
RMR Wealth Builders
New Jersey
$4.72M +$156K +2,263 +3%
BCA
477
Bray Capital Advisors
Florida
$4.7M – – –
AMBIA
478
Allen Mooney & Barnes Investment Advisors
Georgia
$4.69M -$47.5K -689 -1%
CIS
479
Connors Investor Services
Pennsylvania
$4.68M +$286K +4,150 +7%
MCCA
480
Mill Creek Capital Advisors
Pennsylvania
$4.68M +$159K +2,300 +4%
WPW
481
Watershed Private Wealth
Illinois
$4.67M -$60.7K -881 -1%
NB
482
Nicolet Bankshares
Wisconsin
$4.66M -$255K -3,694 -5%
FSC
483
Full Sail Capital
Oklahoma
$4.57M -$55.3K -802 -1%
TCBWMS
484
Texas Capital Bank Wealth Management Services
Texas
$4.54M -$361K -5,240 -7%
ATWA
485
Arbor Trust Wealth Advisors
Michigan
$4.5M +$590K +8,556 +15%
FCC
486
Flower City Capital
New York
$4.5M -$276 -4 -0%
Legal & General Group
487
Legal & General Group
United Kingdom
$4.49M -$1.62M -23,550 -27%
MWP
488
Moller Wealth Partners
$4.48M -$3.17K -46 -0.1%
SFS
489
Summit Financial Strategies
Ohio
$4.48M -$35.1K -509 -0.8%
AWM
490
Aries Wealth Management
Maine
$4.46M +$180K +2,605 +4%
Twin Tree Management
491
Twin Tree Management
Texas
$4.45M +$4.45M +64,590 New
ECG
492
Edge Capital Group
Georgia
$4.43M +$163K +2,367 +4%
ATPW
493
Ashton Thomas Private Wealth
Arizona
$4.41M +$1.32M +19,225 +43%
SSB
494
Sandy Spring Bank
Maryland
$4.41M +$62.5K +907 +1%
TFF
495
The Family Firm
Maryland
$4.4M +$94.4K +1,369 +2%
ATFA
496
All Terrain Financial Advisors
Minnesota
$4.38M -$92.1K -1,336 -2%
SWP
497
Stratos Wealth Partners
Ohio
$4.36M +$292K +4,233 +7%
CB
498
Cadence Bank
Mississippi
$4.36M -$4.48K -65 -0.1%
IWM
499
IHT Wealth Management
Illinois
$4.34M +$2.02M +29,273 +87%
GEA
500
Glen Eagle Advisors
New Jersey
$4.32M +$1.66M +24,136 +63%
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