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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 %
MA
926
MBA Advisors
Pennsylvania
$1.12M – – –
TWA
927
TCI Wealth Advisors
Arizona
$1.12M -$30.8K -447 -3%
GSC
928
G&S Capital
Colorado
$1.12M +$5.51K +80 +0.5%
NSIM
929
North Star Investment Management
Illinois
$1.11M -$66.5K -965 -6%
GSB
930
Greenfield Savings Bank
Massachusetts
$1.11M -$345 -5 -0%
HWM
931
Hemington Wealth Management
Virginia
$1.1M +$34.3K +498 +3%
ZF
932
Zhang Financial
Michigan
$1.1M -$115K -1,659 -9%
LBC
933
Lowe Brockenbrough & Co
Virginia
$1.1M -$7.31K -106 -0.7%
HTC
934
Haverford Trust Company
Pennsylvania
$1.09M -$46.6K -676 -4%
BFA
935
Beaumont Financial Advisors
Massachusetts
$1.09M -$43.1K -625 -4%
Empower Advisory Group
936
Empower Advisory Group
Colorado
$1.08M -$8.75K -127 -0.8%
Invesco
937
Invesco
Georgia
$1.07M +$349K +5,070 +48%
WPC
938
Wedmont Private Capital
Pennsylvania
$1.07M – – –
PEA
939
Park Edge Advisors
Ohio
$1.07M -$34.2K -496 -3%
DPI
940
Diversified Portfolios Inc
Michigan
$1.07M -$25.9K -376 -2%
PA
941
Procyon Advisors
Connecticut
$1.07M -$19.2K -278 -2%
BHBT
942
Burke & Herbert Bank & Trust
Virginia
$1.06M +$551 +8 +0.1%
TNB
943
Thomasville National Bank
Georgia
$1.06M -$222K -3,222 -17%
CWP
944
Curated Wealth Partners
California
$1.05M +$216K +3,135 +26%
LDB
945
Lee, Danner & Bass
Tennessee
$1.05M +$33.8K +490 +3%
MAA
946
Matrix Asset Advisors
New York
$1.05M -$18.7K -272 -2%
LL
947
LWMG LLC
Minnesota
$1.05M -$827 -12 -0.1%
HI
948
Hudock Inc
Pennsylvania
$1.04M -$85.1K -1,235 -8%
LRIC
949
Long Road Investment Counsel
Michigan
$1.04M – – –
TIA
950
Tiemann Investment Advisors
California
$1.04M -$33.4K -485 -3%
36 37
38
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