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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 %
CT
951
Cambridge Trust
Massachusetts
$1.04M -$69.7K -1,012 -6%
ACM
952
Arlington Capital Management
Illinois
$1.04M +$25.4K +368 +3%
FPTW
953
Franklin, Parlapiano, Turner & Welch
Texas
$1.03M – – –
RIA
954
Regal Investment Advisors
Michigan
$1.03M +$122K +1,765 +13%
GTAM
955
Global Trust Asset Management
Florida
$1.03M – – –
CA
956
Cambridge Advisors
Nebraska
$1.01M +$61.3K +890 +6%
CCM
957
Condor Capital Management
New Jersey
$1.01M -$37.2K -540 -4%
AWA
958
Amplius Wealth Advisors
Pennsylvania
$1.01M – – –
BFAG
959
Blackston Financial Advisory Group
Florida
$1.01M +$316K +4,588 +46%
TW
960
Towerpoint Wealth
California
$1.01M -$107K -1,555 -10%
SB
961
Sunflower Bank
Texas
$1M -$7.03K -102 -0.7%
NIM
962
Northeast Investment Management
Massachusetts
$1M -$60K -870 -6%
AF
963
Apexium Financial
Texas
$1M -$26.6K -386 -3%
FSA
964
Financial Services Advisory
Maryland
$1M -$3.14M -45,542 -76%
RCM
965
Radnor Capital Management
Pennsylvania
$994K +$994K +14,427 New
BWFA
966
Baltimore-Washington Financial Advisors
Maryland
$989K +$279K +4,052 +39%
SCA
967
Sandy Cove Advisors
Massachusetts
$979K -$333K -4,837 -25%
ECM
968
Evergreen Capital Management
Washington
$975K -$97.5K -1,415 -9%
JFL
969
Jarislowsky, Fraser Ltd
Quebec, Canada
$965K -$51.7K -750 -5%
SFG
970
StrategIQ Financial Group
Indiana
$964K +$342K +4,967 +55%
ODG
971
O'Dell Group
Ohio
$961K -$19.6K -285 -2%
EBT
972
Enterprise Bank & Trust
Massachusetts
$959K -$6.89K -100 -0.7%
PIMG
973
Patriot Investment Management Group
Tennessee
$958K -$85.8K -1,245 -8%
KC
974
Kingfisher Capital
North Carolina
$957K – – –
SAM
975
Summit Asset Management
Tennessee
$952K – – –
37 38
39
40 41