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 %
PCMC
801
Private Capital Management (Colorado)
Colorado
$1.63M +$861K +12,032 +112%
TVAMP
802
Tennessee Valley Asset Management Partners
Tennessee
$1.63M – – –
Macquarie Group
803
Macquarie Group
Australia
$1.62M -$72.8M -1,017,654 -98%
OL
804
Optas LLC
Texas
$1.61M – – –
WP
805
Westmount Partners
California
$1.6M +$61.4K +858 +4%
DI
806
Disciplined Investments
Oklahoma
$1.6M -$134K -1,870 -8%
MFC
807
Morris Financial Concepts
South Carolina
$1.59M -$189K -2,638 -11%
VWA
808
Visionary Wealth Advisors
Illinois
$1.58M -$93.7K -1,310 -6%
ACIM
809
Azimuth Capital Investment Management
Michigan
$1.58M -$167K -2,335 -10%
JJBC
810
James J. Burns & Company
New York
$1.56M +$395K +5,528 +34%
SW
811
SlateStone Wealth
Florida
$1.55M +$348K +4,873 +29%
NL
812
NWAM LLC
Washington
$1.55M -$1.25M -17,526 -45%
LFASL
813
Lugano Financial Advisors SA (LFA)
Switzerland
$1.54M -$433K -6,055 -22%
ACA
814
Anchor Capital Advisors
Massachusetts
$1.54M -$16.4K -230 -1%
LWIC
815
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.54M -$35.2K -492 -2%
AT
816
American Trust
Kentucky
$1.53M -$561K -7,844 -27%
IWA
817
IVC Wealth Advisors
Pennsylvania
$1.53M +$423K +5,914 +38%
NHC
818
Nicholas Hoffman & Company
Georgia
$1.52M – – –
PAM
819
Private Asset Management
California
$1.52M +$45.6K +637 +3%
ST
820
Smithfield Trust
Pennsylvania
$1.51M +$27.9K +390 +2%
PWLP
821
Prio Wealth Limited Partnership
Massachusetts
$1.51M -$55.1K -770 -4%
CTFG
822
Capstone Triton Financial Group
Oklahoma
$1.51M +$19.6K +274 +1%
CIP
823
Chartwell Investment Partners
Pennsylvania
$1.51M – – –
WTB
824
Washington Trust Bank
Washington
$1.51M -$17.1K -239 -1%
SFS
825
Security Financial Services
Indiana
$1.51M -$108K -1,510 -7%
31 32
33
34 35