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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 %
ST
1001
Sentinel Trust
Texas
$896K -$109K -1,587 -11%
MWM
1002
Marietta Wealth Management
Georgia
$896K – – –
AWA
1003
Archvest Wealth Advisors
California
$893K +$1.79K +26 +0.2%
EWM
1004
Empirical Wealth Management
Washington
$890K +$24K +348 +3%
SHFA
1005
SC&H Financial Advisors
Maryland
$888K -$7.1K -103 -0.8%
ARC
1006
Advisor Resource Council
Texas
$885K +$83.7K +1,215 +10%
PMFA
1007
Plante Moran Financial Advisors
Michigan
$883K -$170K -2,461 -16%
NL
1008
NWAM LLC
Washington
$881K -$1.75M -25,391 -67%
T
1009
TNF
Montana
$881K +$136K +2,025 +18%
Fisher Asset Management
1010
Fisher Asset Management
Washington
$881K +$443K +6,424 +101%
BOPW
1011
Brandywine Oak Private Wealth
Pennsylvania
$878K – – –
EARNEST Partners
1012
EARNEST Partners
Georgia
$874K – – –
CWP
1013
Cyndeo Wealth Partners
Florida
$873K -$131K -1,896 -13%
TC
1014
Trust Company
Kansas
$872K – – –
FC
1015
FCA Corp
Texas
$871K +$357K +5,179 +69%
MC
1016
Moors & Cabot
Massachusetts
$870K +$49.4K +717 +6%
JAFL
1017
Jay A. Fishman Ltd
Michigan
$865K -$13.8K -200 -2%
FMTCOCP
1018
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$855K +$769K +11,147 +890%
AIM
1019
Aspen Investment Management
Michigan
$853K – – –
SFS
1020
Security Financial Services
Indiana
$848K -$241K -3,499 -22%
ATC
1021
Adirondack Trust Company
New York
$848K +$47.7K +692 +6%
VCM
1022
Viewpoint Capital Management
Washington
$848K +$13.8K +200 +2%
HNWAG
1023
High Net Worth Advisory Group
Florida
$848K – – –
CPA
1024
Capital Planning Advisors
California
$845K -$33.9K -492 -4%
BWM
1025
Baron Wealth Management
Michigan
$840K – – –
39 40
41
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