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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.79B
2
Jane Street
Jane Street
New York
+$307M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$199M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$165M
5
JHU
Johns Hopkins University
Maryland
+$125M

Top Sellers

1
CCM
Causeway Capital Management
California
-$330M
2
UBS Group
UBS Group
Switzerland
-$221M
3
BlackRock
BlackRock
New York
-$83.5M
4
AIG
American International Group
New York
-$79.2M
5
HNB
Huntington National Bank
Ohio
-$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFAC
651
Urban Financial Advisory Corp
Illinois
$2.93M +$2.93M +38,847 New
LWM
652
Lyell Wealth Management
California
$2.93M -$691K -9,170 -19%
WAS
653
Wealth Advisory Solutions
Indiana
$2.91M -$2.94M -39,011 -50%
NL
654
NWAM LLC
Washington
$2.91M +$1.95M +25,827 +202%
AA
655
Ashford Advisors
New York
$2.9M +$191K +2,540 +7%
RCAG
656
Rehmann Capital Advisory Group
Michigan
$2.9M +$97.4K +1,293 +3%
SFS
657
Sowell Financial Services
Arkansas
$2.9M +$100K +1,327 +4%
MOS
658
MGO One Seven
Ohio
$2.89M +$8.14K +108 +0.3%
LWANC
659
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.87M -$448K -5,942 -14%
BBNA
660
Bremer Bank National Association
Minnesota
$2.86M – – –
SO
661
STRS Ohio
Ohio
$2.86M -$505K -6,700 -15%
UBV
662
United Bank (Virginia)
Virginia
$2.85M +$669K +8,874 +31%
EWA
663
Etesian Wealth Advisors
Oregon
$2.85M +$192K +2,545 +7%
Nuveen Asset Management
664
Nuveen Asset Management
Illinois
$2.83M +$759K +10,071 +37%
FWIA
665
Fort Washington Investment Advisors
Ohio
$2.79M -$125K -1,658 -4%
SW
666
SlateStone Wealth
Florida
$2.79M +$147K +1,955 +6%
SPWM
667
Spartan Planning & Wealth Management
North Carolina
$2.76M +$2.76M +36,577 New
AWA
668
Arete Wealth Advisors
Illinois
$2.76M +$2.39M +31,666 +645%
CCFCSB
669
Cape Cod Five Cents Savings Bank
Massachusetts
$2.75M -$2.79M -36,967 -50%
PFA
670
Pettinga Financial Advisors
Indiana
$2.75M +$95.5K +1,267 +4%
DC
671
Davenport & Co
Virginia
$2.75M +$225K +2,981 +9%
IIM
672
InTrack Investment Management
Vermont
$2.74M -$529K -7,019 -16%
CFMC
673
Curbstone Financial Management Corp
New Hampshire
$2.74M -$45.2K -600 -2%
PWW
674
Pettyjohn Wood & White
Virginia
$2.73M -$54.6K -725 -2%
AL
675
Aspiriant LLC
California
$2.71M +$301 +4 +0%
25 26
27
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