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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 %
PG
1051
Patten Group
Tennessee
$790K +$12.6K +183 +2%
DA
1052
Doliver Advisors
Texas
$788K -$55.1K -800 -7%
KWS
1053
Keystone Wealth Services
California
$783K +$1.03K +15 +0.1%
CWP
1054
CFM Wealth Partners
Texas
$781K +$452K +6,552 +137%
WCA
1055
Waypoint Capital Advisors
Minnesota
$774K – – –
ETS
1056
ESL Trust Services
New York
$770K +$22.7K +329 +3%
AIM
1057
Avity Investment Management
Connecticut
$768K -$110K -1,590 -12%
PIFP
1058
Partners in Financial Planning
Virginia
$767K -$48.7K -706 -6%
BB
1059
Berkshire Bank
Massachusetts
$765K -$71.3K -1,035 -9%
WWM
1060
Windsor Wealth Management
Indiana
$762K -$25.8K -374 -3%
PWA
1061
Physician Wealth Advisors
Utah
$761K – – –
SIC
1062
Salem Investment Counselors
North Carolina
$758K -$17.4K -253 -2%
BCM
1063
Brookmont Capital Management
Texas
$755K +$24.1K +349 +3%
Kovitz Investment Group Partners
1064
Kovitz Investment Group Partners
Illinois
$754K -$141K -2,050 -16%
IF
1065
Intrua Financial
Texas
$754K -$64.9K -942 -8%
MF
1066
Montis Financial
Massachusetts
$748K – – –
Bank Julius Baer & Co
1067
Bank Julius Baer & Co
Switzerland
$743K -$19.1K -277 -3%
TCA
1068
Transcend Capital Advisors
New Jersey
$741K +$104K +1,509 +16%
Vontobel Holding
1069
Vontobel Holding
Switzerland
$739K – – –
HCM
1070
Howland Capital Management
Massachusetts
$737K -$27.6K -400 -4%
FFM
1071
Forum Financial Management
Illinois
$735K -$96.5K -1,400 -12%
CSPAM
1072
Cary Street Partners Asset Management
Virginia
$735K -$25.1K -364 -3%
T
1073
TrueFG
Texas
$734K +$15.9K +230 +2%
TI
1074
tru Independence
Oregon
$729K – – –
PWG
1075
Private Wealth Group
Florida
$728K – – –
41 42
43
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