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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 %
AI
1076
Aperture Investors
New York
$726K +$726K +10,532 New
OHWP
1077
Oak Harbor Wealth Partners
North Carolina
$726K -$57.6K -836 -7%
BOS
1078
Bank of Stockton
California
$726K -$2.23M -33,708 -75%
PNC
1079
Park National Corp
Ohio
$724K – – –
BWA
1080
BlueSky Wealth Advisors
North Carolina
$715K -$17.4K -252 -2%
WB
1081
West Bancorporation
Iowa
$714K -$6.27K -91 -0.9%
LFA
1082
Landmark Financial Advisors
Kentucky
$712K -$11.7K -170 -2%
SJL
1083
Shayne & Jacobs LLC
Tennessee
$711K +$711K +10,323 New
MCA
1084
MSH Capital Advisors
Arizona
$711K -$35.8K -520 -5%
FCB
1085
First County Bank
Connecticut
$706K +$6.62K +96 +0.9%
AssetMark Inc
1086
AssetMark Inc
California
$706K +$70.2K +1,019 +11%
BFIM
1087
Beese Fulmer Investment Management
Ohio
$703K – – –
PHIC
1088
Pine Haven Investment Counsel
Massachusetts
$703K – – –
FCP
1089
Fidelis Capital Partners
Florida
$702K +$304K +4,405 +76%
PWA
1090
Peterson Wealth Advisors
Utah
$693K – – –
MIC
1091
Meridian Investment Counsel
California
$693K +$13.5K +196 +2%
FPGT
1092
Financial Partners Group (Tennessee)
Tennessee
$690K -$60K -871 -8%
TAM
1093
Townsend Asset Management
North Carolina
$690K – – –
IA
1094
IFG Advisory
Georgia
$689K -$28.3K -411 -4%
WI
1095
Wintrust Investments
Illinois
$681K – – –
KCM
1096
Kanawha Capital Management
Virginia
$681K -$7.17K -104 -1%
DDC
1097
DF Dent & Co
Maryland
$680K – – –
AGC
1098
Aspen Grove Capital
Colorado
$680K +$63.5K +922 +10%
VCM
1099
Vivaldi Capital Management
Illinois
$679K -$227K -3,292 -25%
DDPIC
1100
Deroy & Devereaux Private Investment Counsel
Michigan
$679K – – –
42 43
44
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