EFA icon

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 %
CCM
1126
Carlson Capital Management
Minnesota
$637K +$11.7K +170 +2%
TAM
1127
Tocqueville Asset Management
New York
$637K – – –
CCA
1128
Column Capital Advisors
Indiana
$634K – – –
KFC
1129
Klingenstein Fields & Co
New York
$632K – – –
CTC
1130
Central Trust Company
Missouri
$629K – – –
RWM
1131
Reston Wealth Management
Virginia
$628K -$119K -1,725 -16%
CCA
1132
Conservest Capital Advisors
Pennsylvania
$625K – – –
ECM
1133
Elgethun Capital Management
South Dakota
$625K – – –
VWA
1134
V Wealth Advisors
Kansas
$623K -$148K -2,143 -19%
C
1135
Certuity
Florida
$622K -$1.25M -18,189 -67%
ACS
1136
Archford Capital Strategies
Illinois
$612K +$27.3K +396 +5%
SWA
1137
SOA Wealth Advisors
New York
$611K +$61.3K +889 +11%
MTIC
1138
Missouri Trust & Investment Company
Missouri
$611K – – –
RPWA
1139
Regent Peak Wealth Advisors
Georgia
$607K -$9.37K -136 -2%
FM
1140
Family Management
New York
$606K -$135K -1,956 -18%
WA
1141
Waterford Advisors
New York
$602K -$9.51K -138 -2%
APW
1142
Acima Private Wealth
Virginia
$601K – – –
TA
1143
TFG Advisers
Michigan
$600K -$4.69K -68 -0.8%
AUB
1144
Atlantic Union Bankshares
Virginia
$599K -$25.4K -369 -4%
IIC
1145
Integrated Investment Consultants
Michigan
$596K -$42.7K -619 -7%
BWA
1146
Bordeaux Wealth Advisors
California
$596K – – –
IAA
1147
Independent Advisor Alliance
North Carolina
$595K – – –
PCM
1148
Pointe Capital Management
Michigan
$593K +$87.9K +1,276 +17%
GLA
1149
Good Life Advisors
Pennsylvania
$593K +$29.2K +424 +5%
EAM
1150
Empirical Asset Management
Massachusetts
$592K – – –
44 45
46
47 48