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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 %
LWANC
526
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.72M +$206K +2,875 +6%
SPI
527
Santori & Peters Inc
Pennsylvania
$3.72M -$92.2K -1,289 -2%
WAP
528
Wealthcare Advisory Partners
Pennsylvania
$3.7M +$124K +1,737 +3%
CAL
529
Capital Advisors Ltd
Ohio
$3.69M +$7.44K +104 +0.2%
LFG
530
Leverty Financial Group
Wisconsin
$3.68M -$118K -1,650 -3%
AIM
531
Acropolis Investment Management
Missouri
$3.67M -$192K -2,689 -5%
WC
532
Woodstock Corp
Massachusetts
$3.67M +$20.6K +288 +0.6%
TWC
533
TD Waterhouse Canada
Ontario, Canada
$3.65M +$285K +3,544 +8%
Wealth Enhancement Advisory Services
534
Wealth Enhancement Advisory Services
Minnesota
$3.62M -$1.71M -23,856 -32%
LWM
535
Lionsbridge Wealth Management
Florida
$3.6M +$1.84M +25,668 +104%
TC
536
TAP Consulting
Missouri
$3.59M -$88.8K -1,242 -2%
AA
537
Alesco Advisors
New York
$3.54M -$294K -4,107 -8%
CWM
538
Connecticut Wealth Management
Connecticut
$3.54M +$2.75M +38,414 +348%
NEPWA
539
New England Private Wealth Advisors
Massachusetts
$3.53M +$604K +8,449 +21%
IP
540
Investment Partners
Ohio
$3.53M – – –
FSA
541
Financial Services Advisory
Maryland
$3.51M -$556K -7,774 -14%
FF
542
Fluent Financial
Texas
$3.5M -$69.9K -978 -2%
FFA
543
Fragasso Financial Advisors
Pennsylvania
$3.49M -$24.8K -347 -0.7%
PA
544
Pinnacle Associates
New York
$3.48M +$10.9K +152 +0.3%
GAM
545
Gemmer Asset Management
California
$3.47M +$55.2K +772 +2%
MCWS
546
McKinley Carter Wealth Services
West Virginia
$3.47M -$632K -8,830 -15%
APC
547
Asset Planning Corporation
Tennessee
$3.44M -$483K -6,759 -12%
ML
548
McAdam LLC
Pennsylvania
$3.43M +$42K +587 +1%
JE
549
JMAC Enterprises
Pennsylvania
$3.43M -$14.7K -206 -0.4%
CWM
550
Concentric Wealth Management
California
$3.41M -$67.9K -950 -2%
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