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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 %
PAG
876
Paladin Advisory Group
Iowa
$1.26M +$1.26M +17,619 New
OCFG
877
O'Connor Financial Group
Illinois
$1.26M +$1.26M +17,615 New
ST
878
Sentinel Trust
Texas
$1.26M -$114K -1,589 -8%
BIG
879
Builder Investment Group
Georgia
$1.26M -$99.6K -1,392 -7%
WDL
880
Well Done LLC
Michigan
$1.25M +$109K +1,525 +9%
TYCC
881
Texas Yale Capital Corp
Florida
$1.25M -$12.5K -175 -1%
ERIC
882
Eagle Rock Investment Company
Georgia
$1.25M -$23.9K -334 -2%
AF
883
Affiance Financial
Minnesota
$1.24M -$936K -13,090 -43%
GSAM
884
Grant Street Asset Management
Pennsylvania
$1.24M -$2.15K -30 -0.2%
HTC
885
Haverford Trust Company
Pennsylvania
$1.24M -$762K -10,660 -38%
DPI
886
Diversified Portfolios Inc
Michigan
$1.23M +$77K +1,077 +7%
KLCM
887
KG&L Capital Management
Louisiana
$1.23M +$103K +1,443 +9%
UBV
888
United Bank (Virginia)
Virginia
$1.23M -$3.29K -46 -0.3%
FFG
889
Fullen Financial Group
Ohio
$1.22M -$18.6K -252 -1%
PFM
890
Parsec Financial Management
North Carolina
$1.22M -$27.7K -387 -2%
PA
891
Procyon Advisors
Connecticut
$1.22M +$19K +266 +2%
BOPW
892
Brandywine Oak Private Wealth
Pennsylvania
$1.21M +$154K +2,147 +14%
WS
893
Wedbush Securities
California
$1.21M -$16.9K -236 -1%
PIM
894
Penobscot Investment Management
Massachusetts
$1.2M -$17.9K -250 -1%
Empower Advisory Group
895
Empower Advisory Group
Colorado
$1.2M +$1.2M +16,690 New
CCM
896
Condor Capital Management
New Jersey
$1.2M -$301K -4,215 -20%
FCM
897
Firestone Capital Management
Florida
$1.2M – – –
CAL
898
Capital Analysts LLC
Pennsylvania
$1.2M +$125K +1,742 +12%
TIM
899
Tortoise Investment Management
New York
$1.19M -$135K -1,887 -10%
TWA
900
TCI Wealth Advisors
Arizona
$1.19M +$33.5K +469 +3%
34 35
36
37 38