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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 %
JF
926
JSF Financial
California
$1.1M +$52.4K +733 +5%
MAA
927
Matrix Asset Advisors
New York
$1.1M -$1K -14 -0.1%
FAIM
928
Financial Advocates Investment Management
Washington
$1.1M +$39K +545 +4%
LSIA
929
LaSalle St. Investment Advisors
Illinois
$1.1M -$17.5K -244 -2%
BWM
930
Baystate Wealth Management
Massachusetts
$1.1M -$515K -7,194 -32%
TTWM
931
TCV Trust & Wealth Management
Virginia
$1.1M -$232K -3,237 -17%
Vontobel Holding
932
Vontobel Holding
Switzerland
$1.1M -$152K -2,123 -12%
LRIC
933
Long Road Investment Counsel
Michigan
$1.1M – – –
TW
934
Towerpoint Wealth
California
$1.08M – – –
GKIM
935
GW&K Investment Management
Massachusetts
$1.08M +$1.08M +15,148 New
TF
936
Tompkins Financial
New York
$1.08M – – –
AWA
937
Amplius Wealth Advisors
Pennsylvania
$1.08M – – –
HFP
938
Holistic Financial Partners
Indiana
$1.08M -$52.8K -738 -5%
FPTW
939
Franklin, Parlapiano, Turner & Welch
Texas
$1.07M – – –
GTAM
940
Global Trust Asset Management
Florida
$1.07M – – –
CWA
941
Capital Wealth Alliance
Arizona
$1.06M +$790K +11,039 +287%
SAM
942
Stone Asset Management
Texas
$1.06M -$3.74M -52,303 -78%
SB
943
Sunflower Bank
Texas
$1.06M -$27.5K -384 -3%
FFM
944
Forum Financial Management
Illinois
$1.06M +$6.51K +91 +0.6%
JFL
945
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.05M -$1.84M -25,695 -64%
ACM
946
Arlington Capital Management
Illinois
$1.05M +$295K +4,118 +39%
VCM
947
Vivaldi Capital Management
Illinois
$1.05M -$3.96M -55,345 -79%
LDB
948
Lee, Danner & Bass
Tennessee
$1.05M +$10.7K +150 +1%
CWP
949
Cyndeo Wealth Partners
Florida
$1.05M +$12.5K +175 +1%
LCWP
950
Legacy Capital Wealth Partners
Arkansas
$1.05M +$1.05M +14,684 New
36 37
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