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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 %
SFG
901
Sunburst Financial Group
Alabama
$1.18M -$22.3K -312 -2%
DSCM
902
Del-Sette Capital Management
New York
$1.18M -$29.5K -413 -2%
CWM
903
Cahaba Wealth Management
Georgia
$1.18M -$12.3K -172 -1%
BHBT
904
Burke & Herbert Bank & Trust
Virginia
$1.18M +$59.5K +832 +5%
SCM
905
Stordahl Capital Management
Colorado
$1.17M +$135K +1,883 +13%
HCM
906
Hollencrest Capital Management
California
$1.17M – – –
PEA
907
Park Edge Advisors
Ohio
$1.17M +$1.17M +16,309 New
DTC
908
Davidson Trust Company
Washington
$1.17M – – –
HI
909
Hudock Inc
Pennsylvania
$1.16M +$1.16M +16,280 New
MA
910
MBA Advisors
Pennsylvania
$1.16M – – –
LL
911
LWMG LLC
Minnesota
$1.15M -$1.57M -21,897 -58%
LBC
912
Lowe Brockenbrough & Co
Virginia
$1.15M – – –
GSB
913
Greenfield Savings Bank
Massachusetts
$1.15M +$36.5K +510 +3%
ZF
914
Zhang Financial
Michigan
$1.15M – – –
CG
915
Cutler Group
California
$1.14M +$872K +12,200 +330%
TIA
916
Tiemann Investment Advisors
California
$1.13M -$48.2K -674 -4%
FCB
917
First County Bank
Connecticut
$1.13M -$653K -9,135 -37%
LB
918
Legacy Bridge
Iowa
$1.13M – – –
1CP
919
1607 Capital Partners
Virginia
$1.12M -$34.4M -481,100 -97%
CT
920
Columbia Trust
Oregon
$1.12M -$65.3K -913 -5%
PIMG
921
Patriot Investment Management Group
Tennessee
$1.12M – – –
PMFA
922
Plante Moran Financial Advisors
Michigan
$1.11M +$19K +266 +2%
HWM
923
Hemington Wealth Management
Virginia
$1.11M -$14.2K -199 -1%
BFA
924
Beaumont Financial Advisors
Massachusetts
$1.11M – – –
ECM
925
Evergreen Capital Management
Washington
$1.11M +$85.5K +1,196 +8%
35 36
37
38 39