EFA icon

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 %
KA
726
Klingman & Associates
New York
$2.02M +$34.5K +500 +2%
H
727
HoyleCohen
California
$2.01M +$55.3K +803 +3%
WTA
728
Washington Trust Advisors
Massachusetts
$2.01M +$191K +2,774 +11%
UBV
729
United Bank (Virginia)
Virginia
$2M – – –
UL
730
Unionview LLC
Washington
$1.99M -$44K -639 -2%
SFG
731
Sowa Financial Group
Rhode Island
$1.98M -$99.8K -1,449 -5%
FSWA
732
Financial Synergies Wealth Advisors
Texas
$1.97M -$16.3K -237 -0.8%
CWA
733
CM Wealth Advisors
Ohio
$1.95M -$242K -3,400 -11%
PMG
734
ProVise Management Group
Florida
$1.95M -$101K -1,464 -5%
WF
735
Welch & Forbes
Massachusetts
$1.93M -$7.24K -105 -0.4%
HAC
736
Harbor Advisory Corp
New Hampshire
$1.92M – – –
AB
737
Atlas Brown
Kentucky
$1.92M +$15K +218 +0.8%
TWM
738
Thrive Wealth Management
Pennsylvania
$1.92M +$102K +1,486 +6%
BFO
739
Biltmore Family Office
North Carolina
$1.92M -$68K -986 -3%
SAF
740
Smith Anglin Financial
Texas
$1.91M -$102K -1,485 -5%
PCM
741
Parsons Capital Management
Rhode Island
$1.91M +$164K +2,377 +9%
CAM
742
Congress Asset Management
Massachusetts
$1.9M – – –
PWAC
743
Private Wealth Advisors (California)
California
$1.9M -$8.13K -118 -0.4%
Nuveen Asset Management
744
Nuveen Asset Management
Illinois
$1.9M -$600K -8,699 -24%
NS
745
NBC Securities
Alabama
$1.89M +$1.89M +27,477 New
BWM
746
BigSur Wealth Management
Florida
$1.88M – – –
BBA
747
BLB&B Advisors
Pennsylvania
$1.88M -$24K -348 -1%
KFP
748
KMG Fiduciary Partners
Ohio
$1.88M -$29.8K -432 -2%
PIM
749
Penobscot Investment Management
Massachusetts
$1.85M +$688K +9,985 +59%
EW
750
Evoke Wealth
California
$1.85M +$252K +3,661 +16%
28 29
30
31 32