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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 %
HT
1151
Heritage Trust
Oklahoma
$591K -$34.7K -503 -6%
AOWM
1152
Alpha Omega Wealth Management
Virginia
$591K – – –
WFO
1153
Wealthgate Family Office
Colorado
$590K – – –
GIS
1154
Grayhawk Investment Strategies
Alberta, Canada
$589K – – –
AT
1155
American Trust
Kentucky
$589K -$884K -12,830 -60%
EWMCB
1156
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$588K – – –
FCA
1157
FinTrust Capital Advisors
South Carolina
$587K -$84.8K -1,230 -13%
HPM
1158
Hudson Portfolio Management
New York
$585K +$15.5K +225 +3%
CANC
1159
Culbertson A N & Co
Virginia
$585K -$6.2K -90 -1%
AF
1160
Advisornet Financial
Minnesota
$581K -$422K -6,122 -42%
GHAM
1161
Gilman Hill Asset Management
Connecticut
$576K -$38.7K -561 -6%
HI
1162
Harbour Investments
Wisconsin
$575K -$63.1K -916 -10%
KMWM
1163
Keudell/Morrison Wealth Management
Oregon
$574K -$7.58K -110 -1%
HWM
1164
Hohimer Wealth Management
Washington
$574K – – –
WWM
1165
Western Wealth Management
Colorado
$571K +$47.2K +685 +9%
GAB
1166
German American Bancorp
Indiana
$569K – – –
SWA
1167
Sax Wealth Advisors
New Jersey
$568K -$23.1K -335 -4%
T
1168
TRUADVICE
Florida
$567K -$269K -3,897 -32%
MFT
1169
Moisand Fitzgerald Tamayo
Florida
$567K -$827 -12 -0.1%
KOC
1170
Koss-Olinger Consulting
Florida
$564K +$63.4K +921 +13%
SCA
1171
Sage Capital Advisors
South Dakota
$564K +$32.4K +470 +6%
SFI
1172
SPC Financial Inc
Maryland
$563K +$43.8K +635 +8%
STC
1173
Sarah T. Connolly
$563K – – –
NFC
1174
Northeast Financial Consultants
Connecticut
$562K +$9.3K +135 +2%
MAWCM
1175
Mine & Arao Wealth Creation & Management
California
$558K -$12.2K -177 -2%
45 46
47
48 49