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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 %
ME
1026
McIlrath & Eck
Washington
$831K -$77.2K -1,120 -8%
GC
1027
Garde Capital
Washington
$829K +$61.5K +893 +8%
CIAS
1028
Capital Investment Advisory Services
North Carolina
$829K -$51.2K -743 -6%
CG
1029
Cynosure Group
Utah
$827K – – –
WTFG
1030
Wells Trecaso Financial Group
Ohio
$827K +$3.31K +48 +0.4%
NRI
1031
NFP Retirement Inc
California
$824K +$97.9K +1,421 +13%
WHG
1032
Westwood Holdings Group
Texas
$822K -$17.6K -255 -2%
GKIM
1033
GW&K Investment Management
Massachusetts
$820K +$272K +3,946 +50%
RDFA
1034
Ritter Daniher Financial Advisory
Ohio
$819K -$15.5K -225 -2%
LA
1035
Lifeworks Advisors
Michigan
$818K -$77.9K -1,130 -9%
TG
1036
TCW Group
California
$814K – – –
TW
1037
Transform Wealth
Colorado
$814K +$11K +160 +1%
MMA
1038
Mizuho Markets Americas
New York
$813K +$813K +11,800 New
WIC
1039
Woodmont Investment Counsel
Tennessee
$812K – – –
WP
1040
WealthShield Partners
North Carolina
$812K -$3.58K -52 -0.4%
FTS
1041
Fifth Third Securities
Ohio
$811K -$20K -290 -2%
TYCC
1042
Texas Yale Capital Corp
Florida
$809K – – –
CD
1043
Chapin Davis
Maryland
$805K -$24.5K -356 -3%
LWMG
1044
Levy Wealth Management Group
Pennsylvania
$805K -$68.1K -988 -8%
MA
1045
Montag & Associates
Georgia
$804K -$44K -639 -5%
FPIS
1046
Financial Planning & Information Services
Wisconsin
$803K – – –
EAMA
1047
EFG Asset Management (Americas)
Florida
$802K – – –
AIP
1048
Ameritas Investment Partners
Nebraska
$800K -$2.83K -41 -0.4%
IFS
1049
Ifrah Financial Services
Arkansas
$799K +$3.93K +57 +0.5%
SFG
1050
Sovereign Financial Group
Connecticut
$791K -$2.55K -37 -0.3%
40 41
42
43 44