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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 %
JF
976
JSF Financial
California
$951K -$89.3K -1,295 -9%
LCWP
977
Legacy Capital Wealth Partners
Arkansas
$950K +$950K +13,779 New
BTI
978
Blue Trust Inc
Georgia
$949K +$685K +9,448 +260%
PIA
979
Perennial Investment Advisors
California
$946K +$60.9K +884 +7%
RTL
980
Red Tortoise LLC
Georgia
$945K – – –
SCP
981
Shorepoint Capital Partners
Massachusetts
$931K -$123K -1,785 -12%
GAM
982
Gotham Asset Management
New York
$931K -$2.59M -37,578 -74%
DAS
983
Dynamic Advisor Solutions
Arizona
$930K -$918K -13,318 -50%
GA
984
GFS Advisors
Texas
$929K +$120K +1,743 +15%
Betterment LLC
985
Betterment LLC
New York
$926K +$375K +5,442 +68%
SWM
986
Stockman Wealth Management
Montana
$922K +$472K +6,847 +105%
MLL
987
Moody Lynn & Lieberson
Massachusetts
$922K – – –
SI
988
SimpliFi Inc
California
$919K +$45.4K +659 +5%
DI
989
Disciplined Investments
Oklahoma
$916K -$232K -3,361 -20%
TF
990
Tompkins Financial
New York
$913K -$10.8K -157 -1%
CA
991
Claro Advisors
Massachusetts
$912K -$59.5K -864 -6%
EFH
992
Eaton Financial Holdings
Florida
$911K +$235K +3,410 +35%
MFG
993
Merit Financial Group
Georgia
$910K +$5.51K +80 +0.6%
TTWM
994
TCV Trust & Wealth Management
Virginia
$910K -$14.9K -216 -2%
MAM
995
MMA Asset Management
Pennsylvania
$909K +$89.8K +1,303 +11%
WPW
996
Waldron Private Wealth
Pennsylvania
$905K -$25.1K -364 -3%
RPC
997
Rossmore Private Capital
Connecticut
$901K +$88.7K +1,287 +11%
EIP
998
Easterly Investment Partners
Massachusetts
$901K – – –
HFP
999
Holistic Financial Partners
Indiana
$900K -$144K -2,084 -14%
HCMT
1000
Highland Capital Management (Tennessee)
Tennessee
$896K -$43.1K -625 -5%
38 39
40
41 42