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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 %
NC
501
NewSquare Capital
Pennsylvania
$4.28M +$60.1K +872 +1%
CWM
502
CIBC World Markets
New York
$4.27M +$3.06M +44,352 +251%
CT
503
Coastline Trust
Rhode Island
$4.26M +$1.32M +19,181 +45%
MPPLM
504
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.25M +$114K +1,656 +3%
VI
505
Vestcor Inc
New Brunswick, Canada
$4.22M +$4.12M +59,782 +3,985%
PWPS
506
Pinnacle Wealth Planning Services
Ohio
$4.2M +$230K +3,337 +6%
CHC
507
City Holding Co
West Virginia
$4.2M -$39.8K -577 -0.9%
CLG
508
Cooperman Leon G
$4.2M – – –
GLLW
509
Graves Light Lenhart Wealth
Virginia
$4.17M -$13.3K -194 -0.3%
LPAM
510
Lodestar Private Asset Management
California
$4.13M -$189K -2,736 -4%
BFS
511
Bradley Foster & Sargent
Connecticut
$4.1M – – –
SHWM
512
Smith & Howard Wealth Management
Georgia
$4.08M +$187K +2,720 +5%
PAM
513
Panagora Asset Management
Massachusetts
$4.08M -$94.2M -1,366,890 -96%
HCM
514
Hengehold Capital Management
Ohio
$4.07M +$39K +566 +1%
SLF
515
Sun Life Financial
Ontario, Canada
$4.07M +$320K +4,650 +9%
PAS
516
Park Avenue Securities
New York
$4.06M -$883K -12,815 -18%
FAM
517
Family Asset Management
South Carolina
$4.06M -$36.1K -524 -0.9%
AIM
518
Arcadia Investment Management
Michigan
$4.05M -$18.3K -266 -0.5%
Chevy Chase Trust
519
Chevy Chase Trust
Maryland
$4.03M -$286K -4,150 -7%
MWM
520
Mission Wealth Management
California
$4.01M -$102K -1,480 -2%
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$3.98M -$92.6K -1,344 -2%
CA
522
Crewe Advisors
Utah
$3.97M -$13.9K -201 -0.3%
EE
523
EWG Elevate
California
$3.96M -$2.28M -33,118 -37%
LI
524
LMCG Investments
Massachusetts
$3.96M -$80.3K -1,165 -2%
CAAM
525
Cornerstone Advisors Asset Management
Pennsylvania
$3.95M +$78.2K +1,134 +2%
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