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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 %
CCFCSB
626
Cape Cod Five Cents Savings Bank
Massachusetts
$2.66M -$40.6K -568 -2%
SPC
627
Sigma Planning Corp
Michigan
$2.66M -$5.29M -74,019 -67%
CTB
628
Country Trust Bank
Illinois
$2.66M -$3.13M -43,830 -54%
CF
629
Centaurus Financial
California
$2.65M +$1.8M +25,170 +212%
Manulife (Manufacturers Life Insurance)
630
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.64M -$4.24M -59,303 -62%
DWM
631
Defined Wealth Management
Oregon
$2.61M -$122K -1,705 -4%
RIA
632
Richwood Investment Advisors
Ohio
$2.61M +$28K +392 +1%
CFP
633
Catalyst Financial Partners
Massachusetts
$2.6M -$165K -2,312 -6%
CIA
634
Capital Investment Advisors
Georgia
$2.6M -$3.72K -52 -0.1%
AL
635
Aspiriant LLC
California
$2.6M +$168K +2,348 +7%
Nuveen Asset Management
636
Nuveen Asset Management
Illinois
$2.59M – – –
WGCA
637
Wolf Group Capital Advisors
Virginia
$2.59M -$227K -3,168 -8%
GWWM
638
Great Waters Wealth Management
Minnesota
$2.58M -$187K -2,540 -7%
PWW
639
Pettyjohn Wood & White
Virginia
$2.58M +$715 +10 +0%
IWC
640
Integrated Wealth Concepts
Massachusetts
$2.58M +$1.18M +16,507 +85%
CCFM
641
Clear Creek Financial Management
Washington
$2.57M +$2.14M +29,983 +499%
SC
642
Schoolcraft Capital
Colorado
$2.57M – – –
GEA
643
Glen Eagle Advisors
New Jersey
$2.57M +$884K +12,363 +52%
RWPA
644
Richard W. Paul & Associates
Michigan
$2.55M +$916K +12,811 +56%
FWP
645
FAS Wealth Partners
Kansas
$2.54M -$41.1K -574 -2%
PFA
646
Pettinga Financial Advisors
Indiana
$2.53M -$348K -4,861 -12%
SWM
647
SigFig Wealth Management
California
$2.53M +$2.53M +35,407 New
LBC
648
Lawrence B. Cohen
$2.52M -$142K -1,979 -5%
NIC
649
Northwest Investment Counselors
Oregon
$2.52M -$1.07K -15 -0%
CCWA
650
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.51M -$23K -322 -0.9%
24 25
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