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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,739 hedge funds and large institutions have $36.9B invested in iShares MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 538 increasing their positions, 715 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,739
Holders Change
-33
Holders Change %
-1.86%
% of All Funds
27.73%
Holding in Top 10
162
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-6.36%
% of All Funds
2.58%
New
87
Increased
538
Reduced
715
Closed
100
Calls
$4.1B
Puts
$6.48B
Net Calls
-$2.38B
Net Calls Change
-$330M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$389M
2
CCM
Causeway Capital Management
California
+$330M
3
SG Americas Securities
SG Americas Securities
New York
+$221M
4
UBS Group
UBS Group
Switzerland
+$205M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$138M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$614M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$334M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$211M
4
CM
Churchill Management
California
-$190M
5
Bank of America
Bank of America
North Carolina
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
651
Marquette Asset Management
Minnesota
$2.53M -$164K -2,383 -6%
AL
652
Aspiriant LLC
California
$2.48M -$6.82K -99 -0.3%
RIA
653
Richwood Investment Advisors
Ohio
$2.48M -$19.2K -278 -0.8%
AA
654
Ashford Advisors
New York
$2.48M -$696K -10,092 -22%
JE
655
JMAC Enterprises
Pennsylvania
$2.47M -$56.4K -819 -2%
CIA
656
Capital Investment Advisors
Georgia
$2.47M -$45.6K -662 -2%
FWP
657
FAS Wealth Partners
Kansas
$2.46M +$8.2K +119 +0.3%
CFP
658
Catalyst Financial Partners
Massachusetts
$2.46M +$62K +900 +3%
TC
659
TownSquare Capital
Utah
$2.46M -$280K -4,057 -10%
EAM
660
Evanson Asset Management
California
$2.46M +$50K +725 +2%
GFWA
661
Grey Fox Wealth Advisors
Delaware
$2.45M +$933K +13,541 +62%
NCM
662
Neumann Capital Management
California
$2.45M +$7.44K +108 +0.3%
FNC
663
First National Corp
Massachusetts
$2.45M +$20.9K +303 +0.9%
PA
664
Probity Advisors
Texas
$2.45M -$27.3K -396 -1%
FHC
665
First Heartland Consultants
Missouri
$2.44M -$1.63M -23,644 -40%
EWA
666
Etesian Wealth Advisors
Oregon
$2.43M -$63.3K -918 -3%
PFA
667
Pettinga Financial Advisors
Indiana
$2.43M -$17K -247 -0.7%
LSA
668
Lion Street Advisors
Texas
$2.43M +$1.27M +18,370 +109%
OWM
669
Olympus Wealth Management
Utah
$2.42M -$1.47M -21,373 -38%
JIR
670
James Investment Research
Ohio
$2.42M – – –
SW
671
SlateStone Wealth
Florida
$2.42M +$339K +4,920 +16%
SC
672
Schoolcraft Capital
Colorado
$2.42M -$24.1K -350 -1%
QCM
673
QRG Capital Management
Illinois
$2.4M +$2.4M +34,825 New
LBC
674
Lawrence B. Cohen
$2.39M -$2.76K -40 -0.1%
RBC
675
Roble Belko & Company
Pennsylvania
$2.39M – – –
25 26
27
28 29