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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 %
PVI
576
Pine Valley Investments
New Jersey
$3.16M +$3.16M +42,970 New
CI
577
CX Institutional
Indiana
$3.16M -$76.5K -1,061 -2%
BGC
578
Beutel, Goodman & Co
Ontario, Canada
$3.15M – – –
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$3.13M +$3.22K +45 +0.1%
SIAM
580
Sterling Investment Advisors (Missouri)
Missouri
$3.12M -$156K -2,187 -5%
XF
581
XML Financial
Maryland
$3.12M -$136K -1,908 -4%
FCBT
582
First Citizens Bank & Trust
North Carolina
$3.12M -$171K -2,397 -5%
QCG
583
Quadrant Capital Group
Ohio
$3.12M -$289K -4,045 -8%
RVPG
584
Relative Value Partners Group
$3.09M +$486K +6,791 +19%
RCM
585
Rain Capital Management
Oregon
$3.09M -$8.58K -120 -0.3%
AWM
586
Apollon Wealth Management
South Carolina
$3.08M +$186K +2,604 +6%
SLF
587
Sun Life Financial
Ontario, Canada
$3.08M +$2.3M +32,220 +297%
RI
588
Rinkey Investments
California
$3.07M +$115K +1,609 +4%
AC
589
Annandale Capital
Texas
$3.07M -$171K -2,393 -5%
BFG
590
Barber Financial Group
Kansas
$3.05M +$3.05M +42,614 New
MAM
591
Marquette Asset Management
Minnesota
$3.04M -$21.5K -300 -0.7%
MBFW
592
Morton Brown Family Wealth
Pennsylvania
$3.02M -$5.87K -82 -0.2%
GC
593
Guggenheim Capital
Illinois
$3M +$313K +4,378 +12%
PFS
594
Prospera Financial Services
Texas
$2.98M +$163K +2,279 +6%
CIA
595
Choate Investment Advisors
Massachusetts
$2.97M +$39.4K +551 +1%
Mirae Asset Global Investments
596
Mirae Asset Global Investments
South Korea
$2.96M -$858K -12,000 -22%
KPWS
597
Kestra Private Wealth Services
Texas
$2.95M +$31.6K +442 +1%
RCAG
598
Rehmann Capital Advisory Group
Michigan
$2.95M -$1.43M -20,005 -33%
IIM
599
InTrack Investment Management
Vermont
$2.91M +$40.2K +558 +1%
RIS
600
Retirement Income Solutions
Michigan
$2.9M +$1.11M +15,457 +62%
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