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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 %
GSAM
901
Grant Street Asset Management
Pennsylvania
$1.21M -$18.9K -274 -2%
MG
902
Mather Group
Illinois
$1.2M -$96.8K -1,404 -7%
CPP
903
Capasso Planning Partners
South Carolina
$1.2M – – –
SIA
904
SkyView Investment Advisors
New Jersey
$1.19M +$1.19M +17,316 New
AF
905
Affiance Financial
Minnesota
$1.18M -$965 -14 -0.1%
TI
906
Truepoint Inc
Ohio
$1.18M -$22.4K -325 -2%
WS
907
Wedbush Securities
California
$1.18M +$69 +1 +0%
PAG
908
Paladin Advisory Group
Iowa
$1.17M -$40.5K -588 -3%
Belvedere Trading
909
Belvedere Trading
Illinois
$1.17M -$6.89M -99,955 -85%
FCM
910
Firestone Capital Management
Florida
$1.17M – – –
TIM
911
Tortoise Investment Management
New York
$1.16M +$13.6K +198 +1%
LB
912
Legacy Bridge
Iowa
$1.16M -$68.9K -1,000 -6%
TBWA
913
Three Bridge Wealth Advisors
California
$1.16M -$141K -2,052 -11%
PWM
914
Palumbo Wealth Management
New York
$1.15M -$1M -14,525 -47%
AWA
915
Arkadios Wealth Advisors
Georgia
$1.14M +$148K +2,147 +15%
DSCM
916
Del-Sette Capital Management
New York
$1.14M – – –
ERIC
917
Eagle Rock Investment Company
Georgia
$1.13M -$67.3K -977 -6%
SCM
918
Stordahl Capital Management
Colorado
$1.13M -$2.07K -30 -0.2%
BIG
919
Builder Investment Group
Georgia
$1.13M – – –
CWM
920
Cahaba Wealth Management
Georgia
$1.13M -$16.9K -245 -1%
SFG
921
Sunburst Financial Group
Alabama
$1.13M -$11K -160 -1%
HCM
922
Hollencrest Capital Management
California
$1.12M – – –
IIC
923
Ironwood Investment Counsel
Arizona
$1.12M -$879 -9 -0.1%
DTC
924
Davidson Trust Company
Washington
$1.12M -$42.9K -623 -4%
YIH
925
Y-Intercept (HK)
Hong Kong
$1.12M +$1.12M +16,284 New
35 36
37
38 39