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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 %
SMA
751
Sage Mountain Advisors
Georgia
$1.85M +$237K +3,320 +15%
BWAM
752
Boyd Watterson Asset Management
Ohio
$1.84M – – –
GSIS
753
Global Strategic Investment Solutions
Arizona
$1.83M +$112K +1,571 +7%
KFP
754
KMG Fiduciary Partners
Ohio
$1.82M +$1.82M +25,497 New
ABC
755
Associated Banc-Corp
Wisconsin
$1.82M -$228K -3,186 -11%
MCM
756
Manchester Capital Management
Vermont
$1.82M – – –
GAM
757
GEM Asset Management
Michigan
$1.82M – – –
NGA
758
Naples Global Advisors
Florida
$1.82M – – –
EAM
759
Eukles Asset Management
Ohio
$1.82M -$36.8K -514 -2%
M
760
MOTCO
Texas
$1.81M -$4.65K -65 -0.3%
WW
761
Westshore Wealth
California
$1.81M – – –
BHWM
762
Bar Harbor Wealth Management
New Hampshire
$1.81M -$28.7K -401 -2%
TA
763
Trellis Advisors
Washington
$1.8M – – –
P
764
Pitcairn
Pennsylvania
$1.8M +$63.9K +893 +4%
CAM
765
Cubic Asset Management
Massachusetts
$1.8M +$429 +6 +0%
BAG
766
Briggs Advisory Group
Rhode Island
$1.79M – – –
CIC
767
Carnegie Investment Counsel
Ohio
$1.79M -$22.6K -316 -1%
RFO
768
RiverGlades Family Offices
Florida
$1.79M -$5.44K -76 -0.3%
SWA
769
Stratos Wealth Advisors
Ohio
$1.79M -$80K -1,119 -4%
DAS
770
Dynamic Advisor Solutions
Arizona
$1.78M +$939K +13,123 +111%
DFC
771
DB Fitzpatrick & Co
Idaho
$1.77M +$55K +769 +3%
MCM
772
Maple Capital Management
Vermont
$1.76M -$89.4K -1,250 -5%
AO
773
Advisor OS
Illinois
$1.76M – – –
CGPCS
774
Capital Group Private Client Services
California
$1.76M -$8.7M -121,614 -83%
LJHT
775
Laurie J. Hall Trustee
$1.75M -$9.65K -135 -0.5%
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