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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 %
MFA
801
Mayflower Financial Advisors
Massachusetts
$1.64M +$1.03K +15 +0.1%
WP
802
Westmount Partners
California
$1.64M +$73.3K +1,063 +5%
ACIM
803
Azimuth Capital Investment Management
Michigan
$1.63M +$54.4K +790 +3%
EWA
804
Exencial Wealth Advisors
Oklahoma
$1.63M +$917K +13,304 +129%
MFG
805
MidWestOne Financial Group
Iowa
$1.62M -$660K -9,580 -29%
BAM
806
Berkshire Asset Management
Pennsylvania
$1.61M -$4.76K -69 -0.3%
DWP
807
Daymark Wealth Partners
Ohio
$1.61M +$1.06M +15,356 +191%
TCB
808
Texas Capital Bancshares
Texas
$1.61M -$133K -1,933 -8%
HB
809
Horizon Bancorp
Indiana
$1.6M +$608K +8,830 +61%
TFA
810
Tobias Financial Advisors
Florida
$1.6M -$31.8K -461 -2%
LFASL
811
Lugano Financial Advisors SA (LFA)
Switzerland
$1.6M +$114K +1,659 +8%
SGWM
812
Sterling Group Wealth Management
California
$1.59M +$60.8K +882 +4%
RCA
813
Resonant Capital Advisors
Wisconsin
$1.58M -$4.07K -59 -0.3%
SIA
814
Strategic Investment Advisors
Michigan
$1.58M +$1.58M +22,877 New
SIA
815
Schechter Investment Advisors
Michigan
$1.56M +$1.24M +17,963 +380%
MCM
816
Maple Capital Management
Vermont
$1.56M -$64K -929 -4%
TVAMP
817
Tennessee Valley Asset Management Partners
Tennessee
$1.55M – – –
OL
818
Optas LLC
Texas
$1.55M – – –
CCM
819
Chilton Capital Management
Texas
$1.54M -$16.3K -237 -1%
JWWM
820
Johnson & White Wealth Management
Pennsylvania
$1.52M +$1.52M +22,017 New
JJBC
821
James J. Burns & Company
New York
$1.51M -$6.34K -92 -0.4%
PAM
822
Private Asset Management
California
$1.51M +$6.2K +90 +0.4%
V
823
VeraBank
Texas
$1.51M +$757K +10,985 +101%
ACA
824
Anchor Capital Advisors
Massachusetts
$1.5M +$20.9K +303 +1%
PCMC
825
Private Capital Management (Colorado)
Colorado
$1.5M -$207 -3 -0%
31 32
33
34 35