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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 %
IWP
601
Innova Wealth Partners
Pennsylvania
$2.89M +$1.06M +14,881 +58%
SSWM
602
Sheets Smith Wealth Management
North Carolina
$2.89M +$7.15K +100 +0.2%
PAM
603
Panagora Asset Management
Massachusetts
$2.88M -$9.52M -133,086 -77%
AFG
604
Atomi Financial Group
New York
$2.88M +$2.88M +40,312 New
AFS
605
Annapolis Financial Services
Maryland
$2.88M -$14.4K -202 -0.5%
CT
606
Coastline Trust
Rhode Island
$2.87M -$4.65K -65 -0.2%
RWA
607
River Wealth Advisors
Pennsylvania
$2.86M -$199K -2,785 -7%
FWIA
608
Fort Washington Investment Advisors
Ohio
$2.86M -$1.76M -24,553 -38%
AFA
609
American Financial Advisors
Georgia
$2.86M -$11.9K -166 -0.4%
LC
610
LTG Capital
Massachusetts
$2.84M +$11K +154 +0.4%
MWM
611
Meridian Wealth Management
Kentucky
$2.83M +$169K +2,365 +6%
TSS
612
Two Sigma Securities
New York
$2.83M -$5.55M -77,561 -66%
NCM
613
Neumann Capital Management
California
$2.83M -$45.3K -633 -2%
ATPW
614
Ashton Thomas Private Wealth
Arizona
$2.8M +$465K +6,506 +20%
Grantham, Mayo, Van Otterloo & Co (GMO)
615
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.79M -$5.66M -79,069 -67%
LFG
616
Larson Financial Group
Missouri
$2.78M +$43.3K +606 +2%
EWA
617
Etesian Wealth Advisors
Oregon
$2.78M -$1.57K -22 -0.1%
PWM
618
Palumbo Wealth Management
New York
$2.77M -$114K -1,589 -4%
CAG
619
Csenge Advisory Group
Florida
$2.76M +$190K +2,657 +7%
WAS
620
Wealth Advisory Solutions
Indiana
$2.76M +$797K +11,149 +41%
AssetMark Inc
621
AssetMark Inc
California
$2.74M -$3.02M -42,195 -52%
WA
622
WBH Advisory
Maryland
$2.7M +$2.7M +37,749 New
FNBOO
623
First National Bank of Omaha
Nebraska
$2.68M -$6.44K -90 -0.2%
CFMC
624
Curbstone Financial Management Corp
New Hampshire
$2.68M -$111K -1,550 -4%
MYIA
625
Mount Yale Investment Advisors
Colorado
$2.67M -$2.95M -41,313 -53%
23 24
25
26 27