EFA icon

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 %
NHC
851
Nicholas Hoffman & Company
Georgia
$1.44M -$24.1K -350 -2%
AIM
852
Athena Investment Management
California
$1.44M -$482 -7 -0%
CFA
853
Cahill Financial Advisors
Minnesota
$1.44M -$49.6K -719 -3%
HA
854
HFG Advisors
Ohio
$1.44M -$1.31K -19 -0.1%
Members Trust
855
Members Trust
Florida
$1.44M -$161K -2,330 -10%
HHGA
856
Halbert Hargrove Global Advisors
California
$1.44M -$100M -1,455,040 -99%
D
857
Dentgroup
Louisiana
$1.43M – – –
HL
858
HeadInvest LLC
Maine
$1.43M -$22.1K -325 -2%
FFW
859
Fusion Family Wealth
New York
$1.43M +$47.8K +693 +3%
HCA
860
Harbour Capital Advisors
Virginia
$1.43M +$55.6K +807 +4%
NFP
861
Narus Financial Partners
Utah
$1.42M +$1.72K +25 +0.1%
MFC
862
Morris Financial Concepts
South Carolina
$1.42M -$19.2K -278 -1%
TFA
863
Trinity Financial Advisors
Ohio
$1.41M -$60.3K -875 -4%
ITIM
864
Indiana Trust & Investment Management
Indiana
$1.4M +$1.4M +20,370 New
WCM
865
Windsor Capital Management
Arizona
$1.39M +$19.2K +279 +1%
EWG
866
Executive Wealth Group
Washington
$1.38M – – –
SFA
867
Sequoia Financial Advisors
Ohio
$1.38M +$1.31K +19 +0.1%
SAM
868
Strategy Asset Managers
California
$1.36M -$221K -3,210 -14%
MWM
869
Madison Wealth Management
Ohio
$1.36M -$6.2K -90 -0.5%
GL
870
Graypoint LLC
New York
$1.36M -$13.3K -193 -1%
AWM
871
Avior Wealth Management
Nebraska
$1.36M +$199K +2,888 +17%
SPC
872
Sigma Planning Corp
Michigan
$1.34M -$3.62M -52,521 -73%
CCA
873
Cobblestone Capital Advisors
New York
$1.34M -$14K -203 -1%
CAL
874
Capital Analysts LLC
Pennsylvania
$1.34M -$36.2K -526 -3%
CT
875
Columbia Trust
Oregon
$1.34M +$255K +3,700 +24%
33 34
35
36 37