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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 %
NIM
951
Northeast Investment Management
Massachusetts
$1.05M +$11.4K +159 +1%
AF
952
Apexium Financial
Texas
$1.03M +$116K +1,619 +13%
CSWM
953
Cassady Schiller Wealth Management
Ohio
$1.03M – – –
AF
954
Advisornet Financial
Minnesota
$1.01M +$45.5K +636 +5%
EBT
955
Enterprise Bank & Trust
Massachusetts
$1M -$8.58K -120 -0.8%
SFG
956
Sovereign Financial Group
Connecticut
$996K -$249K -3,481 -20%
SCP
957
Shorepoint Capital Partners
Massachusetts
$996K -$8.94K -125 -0.9%
HCMT
958
Highland Capital Management (Tennessee)
Tennessee
$992K +$715 +10 +0.1%
SAM
959
Summit Asset Management
Tennessee
$988K – – –
LWM
960
Laidlaw Wealth Management
New York
$984K +$9.66K +135 +1%
EWM
961
Empirical Wealth Management
Washington
$976K +$30.5K +426 +3%
CIAS
962
Capital Investment Advisory Services
North Carolina
$973K +$5.01K +70 +0.5%
LA
963
Lifeworks Advisors
Michigan
$965K -$14.3K -200 -1%
RTL
964
Red Tortoise LLC
Georgia
$964K -$25K -349 -3%
SFS
965
Sowell Financial Services
Arkansas
$963K -$4.29K -60 -0.4%
LWCFA
966
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$961K +$2K +28 +0.2%
BCM
967
Barometer Capital Management
Ontario, Canada
$959K +$176K +2,460 +22%
MLL
968
Moody Lynn & Lieberson
Massachusetts
$957K – – –
DL
969
DOHJ LLC
Washington
$956K +$956K +13,370 New
ME
970
McIlrath & Eck
Washington
$953K -$61.5K -860 -6%
CA
971
Cambridge Advisors
Nebraska
$949K +$71.5K +1,000 +8%
WCA
972
Waypoint Capital Advisors
Minnesota
$949K – – –
WHG
973
Westwood Holdings Group
Texas
$948K -$157K -2,195 -14%
GAM
974
Gotham Asset Management
New York
$944K – – –
EP
975
Edgestream Partners
New Jersey
$942K +$364K +5,095 +63%
37 38
39
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