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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 %
EIP
701
Ellis Investment Partners
Pennsylvania
$2.15M -$44.3K -619 -2%
LA
702
Lane & Associates
New Jersey
$2.14M -$6.37K -89 -0.3%
LWA
703
LWS Wealth Advisors
New Jersey
$2.14M -$92.5K -1,293 -4%
APG
704
Abacus Planning Group
South Carolina
$2.14M – – –
Members Trust
705
Members Trust
Florida
$2.14M -$1.21M -16,920 -36%
FSWA
706
Financial Synergies Wealth Advisors
Texas
$2.13M -$174K -2,438 -8%
UL
707
Unionview LLC
Washington
$2.13M +$45.1K +630 +2%
MLFP
708
MPS Loria Financial Planners
Illinois
$2.13M -$284K -3,964 -12%
BO
709
Bank OZK
Arkansas
$2.13M -$19.2K -268 -0.9%
AB
710
Atlas Brown
Kentucky
$2.12M +$140K +1,960 +7%
Connor, Clark & Lunn Investment Management (CC&L)
711
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.11M – – –
CA
712
Capital Advantage
California
$2.1M +$15K +208 +0.7%
GI
713
GS Investments
Minnesota
$2.09M +$427K +5,970 +26%
T
714
TCWP
Ohio
$2.09M +$2.09M +29,176 New
LSA
715
Lion Street Advisors
Texas
$2.08M +$1.81M +25,323 +679%
H
716
HoyleCohen
California
$2.07M +$15.2K +212 +0.7%
AI
717
Atria Investments
North Carolina
$2.07M -$6.15M -85,937 -75%
R
718
Rebalance
California
$2.07M -$46.9K -656 -2%
PMG
719
ProVise Management Group
Florida
$2.06M -$134K -1,868 -6%
KA
720
Klingman & Associates
New York
$2.06M – – –
SWM
721
Southern Wealth Management
Texas
$2.03M -$434K -6,075 -18%
AL
722
ACAS LLC
California
$2.02M -$80.5K -1,126 -4%
HAC
723
Harbor Advisory Corp
New Hampshire
$2M – – –
NFG
724
Nations Financial Group
Iowa
$1.99M -$23.4K -327 -1%
TC
725
TownSquare Capital
Utah
$1.98M +$80K +1,118 +4%
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