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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 %
FIM
501
Freedom Investment Management
Connecticut
$4.17M -$458K -6,404 -10%
TFF
502
The Family Firm
Maryland
$4.16M +$76.1K +1,064 +2%
OWM
503
Olympus Wealth Management
Utah
$4.13M -$6.75M -94,387 -62%
SIC
504
Sigma Investment Counselors
Michigan
$4.12M -$131K -1,827 -3%
HH
505
Hilltop Holdings
Texas
$4.1M -$99.8K -1,395 -2%
PFT
506
Providence First Trust
Arizona
$4.1M +$175K +2,451 +4%
CA
507
Crewe Advisors
Utah
$4.07M +$374K +5,223 +10%
MOS
508
MGO One Seven
Ohio
$4.05M +$2.22M +31,043 +121%
PWM
509
Perigon Wealth Management
California
$4.04M +$120K +1,681 +3%
PB
510
Pinnacle Bancorp
Nebraska
$4.03M +$218K +3,043 +6%
PWM
511
PRW Wealth Management
Massachusetts
$4.02M +$4.02M +54,600 New
CAAM
512
Cornerstone Advisors Asset Management
Pennsylvania
$4.02M +$26.2K +367 +0.7%
CW
513
CreativeOne Wealth
Kansas
$4M -$5.01K -70 -0.1%
PWPS
514
Pinnacle Wealth Planning Services
Ohio
$3.94M -$810K -11,328 -17%
PCA
515
Prosperity Capital Advisors
Ohio
$3.91M +$3.91M +54,735 New
SWP
516
Stratos Wealth Partners
Ohio
$3.91M -$353K -4,929 -8%
ATWA
517
Arbor Trust Wealth Advisors
Michigan
$3.9M -$17.9K -250 -0.5%
CIM
518
CIM Investment Management
Pennsylvania
$3.89M -$26K -364 -0.7%
WC
519
Waterloo Capital
Texas
$3.85M +$3.85M +53,766 New
CWC
520
Carolinas Wealth Consulting
North Carolina
$3.84M -$16.5K -231 -0.4%
CSPAM
521
Cary Street Partners Asset Management
Virginia
$3.82M -$25.9K -362 -0.7%
AC
522
ASB Consultores
Florida
$3.78M -$10.9K -153 -0.3%
ATC
523
Argent Trust Co
Tennessee
$3.78M -$61.4K -859 -2%
LFAS
524
Level Four Advisory Services
Texas
$3.75M -$314K -4,392 -8%
HW
525
Hamilton Wealth
California
$3.73M +$423K +5,919 +13%
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