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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 %
CCG
1101
Cypress Capital Group
Florida
$677K -$689 -10 -0.1%
AA
1102
Argent Advisors
Louisiana
$675K -$50K -726 -7%
WPP
1103
Whalerock Point Partners
Rhode Island
$672K – – –
ACP
1104
Arcus Capital Partners
Georgia
$668K -$77.9K -1,130 -10%
UWPG
1105
Ullmann Wealth Partners Group
Florida
$667K -$29.6K -430 -4%
LC
1106
LCNB Corp
Ohio
$667K -$28.6K -415 -4%
FHA
1107
Flagship Harbor Advisors
Massachusetts
$665K +$8.68K +126 +1%
FAM
1108
Formidable Asset Management
Ohio
$664K – – –
CWA
1109
Capital Wealth Alliance
Arizona
$664K -$698K -10,130 -51%
BC
1110
Burney Company
Virginia
$661K -$27.7K -402 -4%
PCG
1111
Prosperity Consulting Group
Maryland
$661K +$115K +1,670 +21%
JIC
1112
Joel Isaacson & Co
New York
$659K +$52K +755 +9%
CT
1113
Colonial Trust
South Carolina
$658K +$10.8K +157 +2%
TCM
1114
Traynor Capital Management
Pennsylvania
$658K +$10.3K +149 +2%
SAG
1115
SageView Advisory Group
California
$656K -$6.75K -98 -1%
OCM
1116
Objective Capital Management
Ohio
$656K – – –
ICG
1117
InterOcean Capital Group
Tennessee
$655K – – –
SWM
1118
SeaCrest Wealth Management
New York
$655K -$6.89K -100 -1%
BCG
1119
Breakwater Capital Group
New Jersey
$654K +$134K +1,987 +26%
DWA
1120
Douglass Winthrop Advisors
New York
$653K +$653K +9,471 New
IC
1121
Innealta Capital
Texas
$651K – – –
GPA
1122
Guidance Point Advisors
Massachusetts
$647K – – –
SS
1123
Sunbelt Securities
Texas
$647K +$36.6K +531 +6%
MIM
1124
MTM Investment Management
South Carolina
$646K +$7.86K +114 +1%
NCM
1125
Next Capital Management
New York
$646K – – –
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