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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 %
SIA
776
Strategic Investment Advisors
Michigan
$1.74M -$129K -1,803 -7%
EAM
777
Evanson Asset Management
California
$1.73M – – –
GIM
778
Goelzer Investment Management
Indiana
$1.73M -$11.6K -162 -0.7%
LOPW
779
Live Oak Private Wealth
North Carolina
$1.73M – – –
OPCM
780
Osborne Partners Capital Management
California
$1.73M -$44.1K -617 -2%
BMCM
781
Bryn Mawr Capital Management
Pennsylvania
$1.72M +$4.08K +57 +0.2%
MCC
782
Money Concepts Capital
Florida
$1.72M +$1.33M +204,492 +340%
TPM
783
Triasima Portfolio Management
Quebec, Canada
$1.71M +$195K +2,720 +13%
HCM
784
Hillman Capital Management
Maryland
$1.7M +$11.2K +157 +0.7%
PAM
785
Palisade Asset Management
Minnesota
$1.7M – – –
FFN
786
Focus Financial Network
Minnesota
$1.69M +$96.7K +1,352 +6%
MS
787
Maven Securities
Jersey
$1.68M +$1.68M +23,544 New
PTC
788
Private Trust Company
Ohio
$1.68M +$506K +7,072 +43%
TFA
789
Tobias Financial Advisors
Florida
$1.68M +$163K +2,277 +11%
RCA
790
Resonant Capital Advisors
Wisconsin
$1.67M +$10.9K +152 +0.7%
BAM
791
Berkshire Asset Management
Pennsylvania
$1.66M – – –
CCM
792
Chilton Capital Management
Texas
$1.66M -$11.3K -158 -0.7%
CIM
793
Contravisory Investment Management
Massachusetts
$1.66M +$308K +4,304 +23%
WFM
794
Wolff Financial Management
Michigan
$1.65M -$1.33M -18,548 -45%
EW
795
Evoke Wealth
California
$1.64M – – –
LCGC
796
Legacy Capital Group California
California
$1.64M +$1.64M +22,982 New
JWWM
797
Johnson & White Wealth Management
Pennsylvania
$1.64M -$9.73M -136,079 -86%
TF
798
Trek Financial
Arizona
$1.64M +$1.64M +22,965 New
MSFS
799
Main Street Financial Solutions
Pennsylvania
$1.63M +$28.6K +400 +2%
IWM
800
IHT Wealth Management
Illinois
$1.63M +$286K +4,003 +21%
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