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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 %
MPCG
676
Matrix Private Capital Group
New York
$2.38M +$72.7K +1,055 +3%
CTB
677
Country Trust Bank
Illinois
$2.38M -$73.5K -1,066 -3%
GWWM
678
Great Waters Wealth Management
Minnesota
$2.37M -$60.6K -885 -2%
RWA
679
River Wealth Advisors
Pennsylvania
$2.36M -$137K -1,983 -5%
IWMA
680
Ironwood Wealth Management (Arizona)
Arizona
$2.36M -$3.38K -49 -0.1%
WA
681
WBH Advisory
Maryland
$2.35M -$96.6K -1,402 -4%
IWP
682
Icon Wealth Partners
Texas
$2.34M +$1.98M +28,747 +555%
NIC
683
Northwest Investment Counselors
Oregon
$2.34M -$36.2K -525 -2%
CCWA
684
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.33M -$79.6K -1,155 -3%
CB
685
Community Bank
New York
$2.33M -$51.1K -741 -2%
AL
686
ACAS LLC
California
$2.32M +$411K +5,962 +22%
GT
687
Glenview Trust
Kentucky
$2.32M +$919K +13,334 +66%
GS
688
GTS Securities
New York
$2.32M +$2.32M +33,638 New
FGAM
689
Financial Gravity Asset Management
Texas
$2.32M +$2.18M +16,235 +1,658%
AP
690
Appleton Partners
Massachusetts
$2.31M +$455K +6,607 +25%
DC
691
Davenport & Co
Virginia
$2.31M +$63.3K +918 +3%
PWA
692
Provenance Wealth Advisors
Florida
$2.3M +$2.3M +33,438 New
Connor, Clark & Lunn Investment Management (CC&L)
693
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.29M +$258K +3,747 +13%
VC
694
Veracity Capital
Georgia
$2.28M +$36.7K +532 +2%
BOM
695
Bank of Marin
California
$2.26M +$32.2K +467 +1%
SIC
696
Shoker Investment Counsel
Ohio
$2.25M -$13.6K -197 -0.6%
TLFA
697
True Link Financial Advisors
California
$2.25M -$15.2K -220 -0.7%
AAS
698
Ameritas Advisory Services
Nebraska
$2.25M +$1.52M +22,247 +211%
WPC
699
White Pine Capital
Minnesota
$2.25M -$896 -13 -0%
BB
700
Busey Bank
Illinois
$2.24M -$20.5K -298 -0.9%
26 27
28
29 30