EFA icon

iShares MSCI EAFE ETF

1,855 hedge funds and large institutions have $42.7B invested in iShares MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 657 increasing their positions, 678 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+116
Holders Change %
+6.67%
% of All Funds
27.19%
Holding in Top 10
163
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.62%
% of All Funds
2.39%
New
230
Increased
657
Reduced
678
Closed
80
Calls
$5.91B
Puts
$7.38B
Net Calls
-$1.47B
Net Calls Change
+$908M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
626
McLean Asset Management
Virginia
$3.24M +$6.53K +88 +0.2%
DWM
627
Defined Wealth Management
Oregon
$3.22M +$374K +4,958 +13%
Carson Wealth (CWM LLC)
628
Carson Wealth (CWM LLC)
Nebraska
$3.18M +$1.3M +17,197 +69%
XF
629
XML Financial
Maryland
$3.17M +$34.1K +452 +1%
WIM
630
Warwick Investment Management
Texas
$3.16M +$47.5K +630 +2%
EWM
631
Endowment Wealth Management
Wisconsin
$3.15M +$126K +1,674 +4%
BGC
632
Beutel, Goodman & Co
Ontario, Canada
$3.11M +$95.7K +1,270 +3%
SSWM
633
Sheets Smith Wealth Management
North Carolina
$3.1M +$19.7K +261 +0.6%
LWM
634
Lionsbridge Wealth Management
Florida
$3.07M +$69.5K +923 +2%
LCGC
635
Legacy Capital Group California
California
$3.06M +$168K +2,224 +6%
SLF
636
Sun Life Financial
Ontario, Canada
$3.06M -$1.39M -18,400 -31%
TCBWMS
637
Texas Capital Bank Wealth Management Services
Texas
$3.05M -$1.91M -25,357 -39%
TWC
638
TD Waterhouse Canada
Ontario, Canada
$3.04M -$1.03M -12,259 -25%
HSA
639
HBK Sorce Advisory
Pennsylvania
$3.03M -$590K -7,833 -16%
GSAM
640
Grant Street Asset Management
Pennsylvania
$3.02M +$1.7M +22,527 +128%
SMA
641
Sage Mountain Advisors
Georgia
$3M +$690K +9,155 +30%
ASN
642
Advisory Services Network
Georgia
$2.99M +$26.8K +356 +0.9%
KWM
643
Kingsview Wealth Management
Oregon
$2.98M +$177K +2,353 +6%
LC
644
LTG Capital
Massachusetts
$2.98M -$10.2K -135 -0.3%
BBVA
645
Banco Bilbao Vizcaya Argentaria
Spain
$2.96M +$560K +7,440 +23%
PWA
646
Provenance Wealth Advisors
Florida
$2.95M +$428K +5,681 +17%
AFA
647
American Financial Advisors
Georgia
$2.94M -$78.8K -1,046 -3%
RVPG
648
Relative Value Partners Group
$2.94M -$82.2K -1,091 -3%
MBFW
649
Morton Brown Family Wealth
Pennsylvania
$2.93M -$134K -1,781 -4%
CWA
650
Clarus Wealth Advisors
Arizona
$2.93M +$2.93M +39,702 New