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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 %
RWP
826
RWA Wealth Partners
Massachusetts
$1.5M +$87.4K +1,268 +6%
SAM
827
Sequent Asset Management
Texas
$1.5M -$25.4K -368 -2%
VWA
828
Visionary Wealth Advisors
Illinois
$1.49M -$43.6K -633 -3%
GSWM
829
Greenup Street Wealth Management
Michigan
$1.49M -$65.8K -955 -4%
PTC
830
Private Trust Company
Ohio
$1.49M +$48.2K +700 +3%
CTFG
831
Capstone Triton Financial Group
Oklahoma
$1.48M +$26.1K +378 +2%
CSPIA
832
Cary Street Partners Investment Advisory
Virginia
$1.48M +$788K +11,434 +114%
SC
833
Steph & Co
Wisconsin
$1.48M -$9.3K -135 -0.6%
CI
834
CX Institutional
Indiana
$1.48M -$1.38M -20,024 -48%
PBO
835
Peoples Bank (Ohio)
Ohio
$1.48M +$124K +1,793 +9%
QCG
836
Quadrant Capital Group
Ohio
$1.47M -$1.08M -15,624 -42%
GFS
837
GYL Financial Synergies
Connecticut
$1.46M -$72.9K -1,057 -5%
LWIC
838
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.46M +$30.3K +440 +2%
ST
839
Smithfield Trust
Pennsylvania
$1.46M – – –
HSWM
840
Hubbell Strickland Wealth Management
Louisiana
$1.46M – – –
MSFS
841
Main Street Financial Solutions
Pennsylvania
$1.46M -$112K -1,631 -7%
OPCM
842
Osborne Partners Capital Management
California
$1.46M -$169K -2,450 -10%
CIP
843
Chartwell Investment Partners
Pennsylvania
$1.46M – – –
PWLP
844
Prio Wealth Limited Partnership
Massachusetts
$1.45M +$28.9K +420 +2%
RMDI
845
R.M. Davis Inc
Maine
$1.45M -$44.5K -645 -3%
DFC
846
DB Fitzpatrick & Co
Idaho
$1.45M -$200K -2,909 -12%
WTB
847
Washington Trust Bank
Washington
$1.45M +$66.6K +966 +5%
OPWM
848
Oakwell Private Wealth Management
Texas
$1.44M – – –
KLCM
849
KG&L Capital Management
Louisiana
$1.44M +$104K +1,508 +8%
GP
850
Greenline Partners
New York
$1.44M – – –
32 33
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