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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 %
CB
651
Community Bank
New York
$2.51M -$23K -322 -0.9%
JIR
652
James Investment Research
Ohio
$2.51M +$2.01M +28,050 +398%
PO
653
Private Ocean
California
$2.5M -$21.8K -305 -0.9%
EGA
654
Eagle Global Advisors
Texas
$2.5M -$42.9K -600 -2%
EWM
655
Endowment Wealth Management
Wisconsin
$2.48M +$2.48M +34,674 New
RBC
656
Roble Belko & Company
Pennsylvania
$2.48M -$4.72K -66 -0.2%
Canada Life
657
Canada Life
Manitoba, Canada
$2.46M -$14.1M -197,012 -85%
AWA
658
Arete Wealth Advisors
Illinois
$2.46M -$1.26M -17,590 -34%
IWMA
659
Ironwood Wealth Management (Arizona)
Arizona
$2.45M -$115K -1,611 -4%
RCM
660
RNC Capital Management
California
$2.43M -$302K -4,217 -11%
CWA
661
Clarus Wealth Advisors
Arizona
$2.42M -$17.4K -242 -0.7%
MPCG
662
Matrix Private Capital Group
New York
$2.42M +$78.5K +1,098 +3%
GF
663
Gries Financial
Ohio
$2.42M +$352K +4,925 +17%
MBT
664
Montecito Bank & Trust
California
$2.4M +$17.6K +246 +0.7%
RT
665
Rockland Trust
Massachusetts
$2.4M -$29.4K -411 -1%
TI
666
Tidal Investments
Wisconsin
$2.4M +$1.12M +15,726 +88%
RA
667
RFG Advisory
Alabama
$2.39M -$57.1K -799 -2%
WPC
668
White Pine Capital
Minnesota
$2.38M -$43.8K -612 -2%
MG
669
Mather Group
Illinois
$2.38M +$1.07M +15,012 +82%
SAM
670
Sequent Asset Management
Texas
$2.37M +$32.5K +455 +1%
ACM
671
Alamar Capital Management
California
$2.37M +$721K +10,082 +44%
SIC
672
Shoker Investment Counsel
Ohio
$2.37M -$72.8K -1,018 -3%
BB
673
Busey Bank
Illinois
$2.37M -$3K -42 -0.1%
TLFA
674
True Link Financial Advisors
California
$2.34M -$10.7K -150 -0.5%
DC
675
Davenport & Co
Virginia
$2.33M -$73.9K -1,033 -3%
25 26
27
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