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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,718 hedge funds and large institutions have $38.2B invested in iShares MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 485 increasing their positions, 753 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,718
Holders Change
+22
Holders Change %
+1.3%
% of All Funds
27.5%
Holding in Top 10
177
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+10.63%
% of All Funds
2.83%
New
152
Increased
485
Reduced
753
Closed
89
Calls
$3.75B
Puts
$5.93B
Net Calls
-$2.18B
Net Calls Change
+$537M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$368M
2
BlackRock
BlackRock
New York
+$222M
3
CM
Churchill Management
California
+$188M
4
Morgan Stanley
Morgan Stanley
New York
+$174M
5
UBS Group
UBS Group
Switzerland
+$162M

Top Sellers

1
Jane Street
Jane Street
New York
-$524M
2
Ameriprise
Ameriprise
Minnesota
-$415M
3
WCM Investment Management
WCM Investment Management
California
-$201M
4
Bank of America
Bank of America
North Carolina
-$196M
5
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
1076
Bard Financial Services
Connecticut
$727K – – –
FC
1077
FCA Corp
Texas
$726K -$37.4K -523 -5%
BC
1078
Burney Company
Virginia
$722K -$15.8K -221 -2%
HI
1079
Harbour Investments
Wisconsin
$717K +$168K +2,353 +31%
PWA
1080
Peterson Wealth Advisors
Utah
$716K -$7.51K -105 -1%
WI
1081
Wintrust Investments
Illinois
$714K -$86.8K -1,214 -11%
KCM
1082
Kanawha Capital Management
Virginia
$714K -$122K -1,706 -15%
NCM
1083
Next Capital Management
New York
$712K -$26.4K -369 -4%
TAM
1084
Townsend Asset Management
North Carolina
$711K -$14.9K -208 -2%
IF
1085
Intrua Financial
Texas
$709K -$43.5K -595 -6%
DDC
1086
DF Dent & Co
Maryland
$706K – – –
MIC
1087
Meridian Investment Counsel
California
$701K – – –
ODG
1088
O'Dell Group
Ohio
$698K +$3.08K +43 +0.4%
WPP
1089
Whalerock Point Partners
Rhode Island
$697K – – –
RWP
1090
RWA Wealth Partners
Massachusetts
$696K – – –
BFAG
1091
Blackston Financial Advisory Group
Florida
$695K +$695K +9,717 New
FAM
1092
Formidable Asset Management
Ohio
$694K -$5.55K -77 -0.8%
Koshinski Asset Management
1093
Koshinski Asset Management
Illinois
$691K -$42.1K -588 -6%
FM
1094
Family Management
New York
$689K -$1.51M -21,130 -69%
SWM
1095
SeaCrest Wealth Management
New York
$687K -$73.5K -1,028 -10%
FA
1096
Fiducient Advisors
Illinois
$685K -$284K -3,970 -29%
RPWA
1097
Regent Peak Wealth Advisors
Georgia
$683K -$1.22K -17 -0.2%
OCM
1098
Objective Capital Management
Ohio
$680K – – –
IC
1099
Innealta Capital
Texas
$676K – – –
MFG
1100
Magnus Financial Group
New York
$674K +$286K +3,992 +73%
42 43
44
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