EFA icon

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 %
CAM
726
Congress Asset Management
Massachusetts
$1.97M -$92.6K -1,295 -4%
AP
727
Appleton Partners
Massachusetts
$1.97M -$5.44K -76 -0.3%
KWM
728
Kingsview Wealth Management
Oregon
$1.97M +$463K +6,472 +31%
PWAC
729
Private Wealth Advisors (California)
California
$1.96M -$3.29K -46 -0.2%
PCA
730
Pallas Capital Advisors
Massachusetts
$1.96M -$31.6K -428 -2%
BWM
731
BigSur Wealth Management
Florida
$1.96M – – –
WTA
732
Washington Trust Advisors
Massachusetts
$1.95M -$309K -4,320 -14%
BONH
733
Bank of New Hampshire
New Hampshire
$1.94M -$303K -4,235 -13%
BBA
734
BLB&B Advisors
Pennsylvania
$1.93M -$62.2K -869 -3%
RIL
735
Rothschild Investment LLC
Illinois
$1.93M +$116K +1,623 +6%
KTA
736
Keeley-Teton Advisors
Illinois
$1.93M +$151K +2,110 +8%
WF
737
Welch & Forbes
Massachusetts
$1.91M -$103K -1,447 -5%
UCIG
738
Ulrich Consultants & Investment Group
New Mexico
$1.91M -$40.4K -565 -2%
TWM
739
Thrive Wealth Management
Pennsylvania
$1.9M -$149K -2,079 -7%
BFO
740
Biltmore Family Office
North Carolina
$1.89M -$130K -1,815 -6%
SFA
741
Sequoia Financial Advisors
Ohio
$1.89M -$41.1K -574 -2%
SPIO
742
Seven Post Investment Office
California
$1.89M – – –
TCB
743
Texas Capital Bancshares
Texas
$1.88M +$64.4K +900 +4%
HWM
744
Horizons Wealth Management
North Carolina
$1.88M -$16K -224 -0.8%
WFA
745
Wade Financial Advisory
California
$1.88M -$137K -1,913 -7%
GSWM
746
Greenup Street Wealth Management
Michigan
$1.87M -$231K -3,236 -11%
AIA
747
Arcadia Investment Advisors
Idaho
$1.87M -$103K -1,443 -5%
LT
748
Legacy Trust
Michigan
$1.86M +$51.3K +717 +3%
PCM
749
Parsons Capital Management
Rhode Island
$1.86M +$194K +2,710 +12%
HL
750
HeadInvest LLC
Maine
$1.85M -$70.3K -983 -4%
28 29
30
31 32