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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 %
SPI
551
Santori & Peters Inc
Pennsylvania
$3.53M -$22.3K -323 -0.6%
LFG
552
Leverty Financial Group
Wisconsin
$3.5M -$24.9K -361 -0.7%
RWPA
553
Richard W. Paul & Associates
Michigan
$3.5M +$1.05M +15,275 +43%
WC
554
Woodstock Corp
Massachusetts
$3.46M +$345 +5 +0%
LFAS
555
Level Four Advisory Services
Texas
$3.46M -$160K -2,326 -4%
HW
556
Hamilton Wealth
California
$3.46M -$8.62K -125 -0.2%
CWC
557
Carolinas Wealth Consulting
North Carolina
$3.44M -$208K -3,103 -6%
AWM
558
Atticus Wealth Management
Florida
$3.43M +$119K +1,727 +4%
OIA
559
OneDigital Investment Advisors
Kansas
$3.4M +$248K +3,602 +8%
TC
560
TAP Consulting
Missouri
$3.39M +$84.4K +1,225 +3%
MCWS
561
McKinley Carter Wealth Services
West Virginia
$3.38M -$138K -2,001 -4%
IP
562
Investment Partners
Ohio
$3.38M -$13.6K -198 -0.4%
GC
563
Guggenheim Capital
Illinois
$3.38M -$393K -5,697 -10%
RI
564
Rinkey Investments
California
$3.38M +$372K +5,401 +12%
FFA
565
Fragasso Financial Advisors
Pennsylvania
$3.35M -$31.9K -463 -0.9%
GRP
566
Global Retirement Partners
California
$3.35M +$658K +9,793 +24%
JWA
567
JFS Wealth Advisors
Pennsylvania
$3.34M +$6.69K +97 +0.2%
TSW
568
Thompson Siegel & Walmsley
Virginia
$3.32M +$196K +2,844 +6%
HSA
569
HBK Sorce Advisory
Pennsylvania
$3.31M -$24.6K -357 -0.7%
LWM
570
Lyell Wealth Management
California
$3.31M -$42.9K -623 -1%
AIM
571
Acropolis Investment Management
Missouri
$3.31M -$56.4K -819 -2%
PVI
572
Pine Valley Investments
New Jersey
$3.3M +$294K +4,268 +10%
AA
573
Alesco Advisors
New York
$3.28M -$173K -2,508 -5%
APC
574
Asset Planning Corporation
Tennessee
$3.28M -$3.93K -57 -0.1%
FIB
575
First Interstate Bank
Montana
$3.27M -$1.12M -16,320 -26%
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