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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 %
WPC
1101
Wedmont Private Capital
Pennsylvania
$666K +$17K +237 +3%
EWMCB
1102
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$665K -$217K -3,039 -25%
GPA
1103
Guidance Point Advisors
Massachusetts
$663K -$43.7K -611 -6%
CCA
1104
Column Capital Advisors
Indiana
$662K – – –
SAG
1105
SageView Advisory Group
California
$659K -$37.2K -520 -5%
FDDB
1106
Fidelity D&D Bancorp
Pennsylvania
$658K +$658K +8,244 New
AUB
1107
Atlantic Union Bankshares
Virginia
$658K -$39K -545 -6%
ECM
1108
Elgethun Capital Management
South Dakota
$656K – – –
HT
1109
Heritage Trust
Oklahoma
$655K – – –
FHA
1110
Flagship Harbor Advisors
Massachusetts
$654K -$12.4K -174 -2%
CTC
1111
Central Trust Company
Missouri
$654K -$3.93K -55 -0.6%
CCM
1112
Carlson Capital Management
Minnesota
$649K -$30.9K -432 -5%
CCA
1113
Conservest Capital Advisors
Pennsylvania
$644K +$2.07K +29 +0.3%
FCA
1114
FinTrust Capital Advisors
South Carolina
$639K – – –
CWM
1115
Cornerstone Wealth Management
Missouri
$639K +$639K +8,939 New
GHAM
1116
Gilman Hill Asset Management
Connecticut
$637K – – –
TCM
1117
Traynor Capital Management
Pennsylvania
$637K +$55.6K +777 +10%
TA
1118
TFG Advisers
Michigan
$636K -$15.6K -218 -2%
MTIC
1119
Missouri Trust & Investment Company
Missouri
$635K -$358 -5 -0.1%
WA
1120
Waterford Advisors
New York
$634K – – –
CCG
1121
Cypress Capital Group
Florida
$632K +$632K +8,839 New
FAAM
1122
First Ascent Asset Management
Colorado
$630K +$28.3K +396 +5%
JIC
1123
Joel Isaacson & Co
New York
$627K – – –
SS
1124
Sunbelt Securities
Texas
$624K -$884K -12,419 -59%
APW
1125
Acima Private Wealth
Virginia
$624K – – –
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