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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 %
BC
551
Brio Consultants
California
$3.4M -$227K -3,168 -6%
NAM
552
NTV Asset Management
West Virginia
$3.37M +$2.18M +30,436 +182%
AWM
553
Atticus Wealth Management
Florida
$3.36M +$1.76M +24,629 +110%
BFS
554
Bradley Foster & Sargent
Connecticut
$3.35M +$37.2K +520 +1%
SCA
555
STALEY CAPITAL ADVISERS
Pennsylvania
$3.34M – – –
JFG
556
JMG Financial Group
Illinois
$3.33M -$76.2K -1,065 -2%
DBIA
557
Dumont & Blake Investment Advisors
New Jersey
$3.32M -$26.5K -370 -0.8%
FHC
558
First Heartland Consultants
Missouri
$3.32M +$3.32M +46,397 New
TC
559
Telemus Capital
Michigan
$3.3M -$49.9K -698 -1%
JWA
560
JFS Wealth Advisors
Pennsylvania
$3.3M -$110K -1,541 -3%
IWA
561
Intercontinental Wealth Advisors
Texas
$3.3M -$205K -2,870 -6%
AA
562
Ashford Advisors
New York
$3.29M – – –
AMG
563
Asset Management Group
Connecticut
$3.27M -$66.7K -932 -2%
1IA
564
1834 Investment Advisors
Wisconsin
$3.27M -$128K -1,796 -4%
TSW
565
Thompson Siegel & Walmsley
Virginia
$3.27M -$67.1K -938 -2%
BA
566
Bridgewater Advisors
New York
$3.26M +$5.65K +79 +0.2%
SC
567
Scotia Capital
Ontario, Canada
$3.25M +$50.2K +702 +2%
MFWP
568
Mosaic Family Wealth Partners
Missouri
$3.25M -$23K -321 -0.7%
WA
569
Waddell & Associates
Tennessee
$3.24M – – –
OIA
570
OneDigital Investment Advisors
Kansas
$3.24M +$758K +10,602 +31%
PCMC
571
Paragon Capital Management (Colorado)
Colorado
$3.22M -$79K -1,105 -2%
HSA
572
HBK Sorce Advisory
Pennsylvania
$3.22M -$5.86M -81,880 -65%
MAM
573
McLean Asset Management
Virginia
$3.21M -$204K -2,849 -6%
BBNA
574
Bremer Bank National Association
Minnesota
$3.18M -$53.5K -748 -2%
LWM
575
Lyell Wealth Management
California
$3.17M +$3.17M +44,384 New
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