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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 %
BONH
751
Bank of New Hampshire
New Hampshire
$1.84M -$31.8K -461 -2%
RIL
752
Rothschild Investment LLC
Illinois
$1.84M -$13.8K -200 -0.7%
APG
753
Abacus Planning Group
South Carolina
$1.84M -$169K -2,453 -8%
FTWA
754
Fifth Third Wealth Advisors
Ohio
$1.83M +$1.08M +15,623 +143%
NFG
755
Nations Financial Group
Iowa
$1.82M -$30.1K -436 -2%
SPIO
756
Seven Post Investment Office
California
$1.82M – – –
BAG
757
Briggs Advisory Group
Rhode Island
$1.81M +$86.3K +1,252 +5%
ABC
758
Associated Banc-Corp
Wisconsin
$1.8M +$44.8K +650 +3%
LT
759
Legacy Trust
Michigan
$1.8M – – –
BO
760
Bank OZK
Arkansas
$1.8M -$175K -2,535 -9%
LWA
761
LWS Wealth Advisors
New Jersey
$1.8M +$33.3K +483 +2%
WFA
762
Wade Financial Advisory
California
$1.8M -$5.17K -75 -0.3%
AIA
763
Arcadia Investment Advisors
Idaho
$1.8M – – –
KTA
764
Keeley-Teton Advisors
Illinois
$1.8M -$53.4K -775 -3%
WW
765
Westshore Wealth
California
$1.79M +$21.6K +314 +1%
GF
766
Gries Financial
Ohio
$1.78M -$734K -10,643 -29%
P
767
Pitcairn
Pennsylvania
$1.78M – – –
RT
768
Rockland Trust
Massachusetts
$1.78M -$271K -3,936 -13%
BWAM
769
Boyd Watterson Asset Management
Ohio
$1.77M – – –
NGA
770
Naples Global Advisors
Florida
$1.77M – – –
BHWM
771
Bar Harbor Wealth Management
New Hampshire
$1.76M +$29.8K +432 +2%
FAM
772
Forte Asset Management
New York
$1.76M -$352K -5,109 -17%
PCA
773
Pallas Capital Advisors
Massachusetts
$1.75M -$9.54K -143 -0.5%
GAM
774
GEM Asset Management
Michigan
$1.75M – – –
GSIS
775
Global Strategic Investment Solutions
Arizona
$1.75M -$48.8K -708 -3%
29 30
31
32 33