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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 %
WGCA
701
Wolf Group Capital Advisors
Virginia
$2.24M -$158K -2,292 -7%
Canada Life
702
Canada Life
Manitoba, Canada
$2.23M -$68.5K -994 -3%
MRWM
703
ML&R Wealth Management
Texas
$2.22M +$5.51K +80 +0.2%
BCM
704
Boltwood Capital Management
California
$2.21M +$2.41K +35 +0.1%
AC
705
Annandale Capital
Texas
$2.2M -$153K -2,223 -7%
HT
706
HAP Trading
New York
$2.2M -$3.48M -50,436 -61%
BBVA
707
Banco Bilbao Vizcaya Argentaria
Spain
$2.2M -$52.8K -764 -2%
SWM
708
SigFig Wealth Management
California
$2.19M -$141K -2,048 -6%
BG
709
Bahl & Gaynor
Ohio
$2.18M -$1.72K -25 -0.1%
NIM
710
Nexus Investment Management
Ontario, Canada
$2.17M – – –
LA
711
Lane & Associates
New Jersey
$2.17M +$34.1K +495 +2%
BMCM
712
Black Maple Capital Management
Wisconsin
$2.15M – – –
BOH
713
Bank of Hawaii
Hawaii
$2.15M -$1.86K -27 -0.1%
AC
714
Abbrea Capital
California
$2.15M -$60K -870 -3%
MBT
715
Montecito Bank & Trust
California
$2.13M -$108K -1,568 -5%
T
716
TCWP
Ohio
$2.12M +$61.1K +886 +3%
SMA
717
Sage Mountain Advisors
Georgia
$2.12M – – –
EIP
718
Ellis Investment Partners
Pennsylvania
$2.11M -$4K -58 -0.2%
FTC
719
Farmers Trust Company
Ohio
$2.09M +$15.2K +221 +0.7%
MLFP
720
MPS Loria Financial Planners
Illinois
$2.08M +$42.5K +617 +2%
GI
721
GS Investments
Minnesota
$2.06M -$5.86K -85 -0.3%
R
722
Rebalance
California
$2.04M +$81K +1,175 +4%
CA
723
Capital Advantage
California
$2.04M – – –
FAIM
724
Financial Advocates Investment Management
Washington
$2.03M +$1.06M +18,281 +108%
DP
725
Denver PWM
Colorado
$2.02M -$15.4K -227 -0.8%
27 28
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