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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 %
OC
1176
Oarsman Capital
Wisconsin
$547K -$3.08K -43 -0.6%
HWM
1177
HFG Wealth Management
Texas
$546K +$546K +7,632 New
AA
1178
Ancora Advisors
Ohio
$544K +$62.5K +874 +13%
Verition Fund Management
1179
Verition Fund Management
Connecticut
$544K -$460K -6,429 -46%
NG
1180
Northstar Group
New York
$543K – – –
AWM
1181
Axxcess Wealth Management
California
$540K -$16.7K -233 -3%
JFG
1182
JDM Financial Group
Texas
$539K -$27.5K -385 -5%
TFG
1183
Tilson Financial Group
New Jersey
$538K – – –
MSAM
1184
Moloney Securities Asset Management
Missouri
$538K -$48.9K -684 -8%
ACM
1185
Armbruster Capital Management
New York
$537K – – –
HS
1186
Horan Securities
United States
$535K -$171K -2,390 -24%
NB
1187
Northwest Bancshares
Pennsylvania
$534K -$4.79K -67 -0.9%
PPP
1188
Private Portfolio Partners
New Jersey
$532K -$92K -1,286 -15%
RWM
1189
RKL Wealth Management
Pennsylvania
$532K +$532K +7,431 New
SAS
1190
Stelac Advisory Services
New York
$530K – – –
PWM
1191
PBMares Wealth Management
Virginia
$529K -$7.73K -108 -1%
BSB
1192
Bangor Savings Bank
Maine
$529K -$2.15K -30 -0.4%
TT
1193
TI-Trust
Illinois
$527K +$3.08K +43 +0.6%
CNB
1194
Camden National Bank
Maine
$524K – – –
MFG
1195
Monte Financial Group
Connecticut
$524K -$25.6K -358 -5%
PAM
1196
Peak Asset Management
Colorado
$523K +$523K +7,310 New
CT
1197
Colonial Trust
South Carolina
$521K +$7.22K +101 +1%
TDWM
1198
Topel & Distasi Wealth Management
California
$519K -$17.5K -244 -3%
OIA
1199
Optimum Investment Advisors
Illinois
$518K +$14.3K +200 +3%
DWM
1200
Dakota Wealth Management
Florida
$516K -$68.4K -956 -12%
46 47
48
49 50