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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 %
LNB
876
Ledyard National Bank
$1.33M -$96.4K -1,399 -7%
BWM
877
Baystate Wealth Management
Massachusetts
$1.33M +$32K +464 +2%
FRA
878
Frank Rimerman Advisors
California
$1.32M – – –
BFC
879
Bedel Financial Consulting
Indiana
$1.32M +$29.8K +432 +2%
FB
880
First Bancorp
Maine
$1.32M -$28.4K -412 -2%
LOPW
881
Live Oak Private Wealth
North Carolina
$1.3M – – –
GA
882
GoalVest Advisory
New York
$1.29M +$406K +5,891 +46%
PIA
883
Pinion Investment Advisors
Kansas
$1.29M +$421K +6,111 +48%
SQA
884
Simon Quick Advisors
New Jersey
$1.29M -$2.76K -40 -0.2%
APP
885
Avantax Planning Partners
Iowa
$1.28M -$144K -2,084 -10%
WFM
886
Wolff Financial Management
Michigan
$1.28M +$1.28M +18,536 New
SC
887
SouthState Corp
Florida
$1.27M -$11.6K -169 -0.9%
CW
888
CIC Wealth
Maryland
$1.27M +$151K +2,191 +14%
OCFG
889
O'Connor Financial Group
Illinois
$1.26M -$3.65K -53 -0.3%
SMC
890
Smith, Moore & Co
Missouri
$1.26M -$12K -174 -0.9%
CTC
891
Corundum Trust Company
South Dakota
$1.26M -$29.2K -424 -2%
FFN
892
Focus Financial Network
Minnesota
$1.25M -$419K -6,086 -25%
WDL
893
Well Done LLC
Michigan
$1.25M – – –
SWA
894
Stratos Wealth Advisors
Ohio
$1.25M -$865K -12,547 -41%
LSIA
895
LaSalle St. Investment Advisors
Illinois
$1.25M -$24K -349 -2%
CSWM
896
Cassady Schiller Wealth Management
Ohio
$1.25M +$210K +3,053 +20%
WFA
897
WMG Financial Advisors
Tennessee
$1.24M +$587K +8,519 +90%
TCOV
898
Trust Company of Vermont
Vermont
$1.24M -$130K -1,885 -10%
CCT
899
Chemung Canal Trust
New York
$1.23M – – –
ZIM
900
Zacks Investment Management
Illinois
$1.22M +$674K +9,778 +124%
34 35
36
37 38