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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 %
MFG
1176
Magnus Financial Group
New York
$558K -$5.72K -83 -1%
DSN
1177
D. Scott Neal
Kentucky
$553K +$225K +3,262 +69%
NSB
1178
Norway Savings Bank
Maine
$552K -$2.41K -35 -0.4%
JAG
1179
Journey Advisory Group
Kentucky
$550K -$12.3K -179 -2%
CFP
1180
Cypress Financial Planning
New Jersey
$549K +$4.2K +61 +0.8%
ST
1181
Sabal Trust
Florida
$549K – – –
DSC
1182
Duncker Streett & Co
Missouri
$547K – – –
PCM
1183
Perritt Capital Management
Illinois
$543K -$13.8K -200 -2%
BAAM
1184
Baker Avenue Asset Management
California
$541K – – –
IAIM
1185
International Assets Investment Management
Florida
$541K -$30.2K -441 -5%
AWM
1186
Axxcess Wealth Management
California
$540K -$360K -5,220 -40%
DJSG
1187
D.J. St. Germain
Massachusetts
$538K – – –
GC
1188
Guidance Capital
Kentucky
$537K -$1.37M -20,487 -72%
PPW
1189
Parcion Private Wealth
Washington
$535K +$535K +7,761 New
KWM
1190
Keebeck Wealth Management
Illinois
$534K – – –
RFA
1191
RTD Financial Advisors
Pennsylvania
$532K +$5.1K +74 +1%
BHWM
1192
Beaird Harris Wealth Management
Texas
$531K – – –
MSAM
1193
Moloney Securities Asset Management
Missouri
$528K – – –
RZH
1194
Relyea Zuckerberg Hanson
Connecticut
$526K +$62K +900 +13%
NG
1195
Northstar Group
New York
$524K – – –
HS
1196
Horan Securities
United States
$520K -$133K -1,928 -20%
DL
1197
DOHJ LLC
Washington
$520K -$958K -14,109 -65%
TCPWM
1198
Traverso Chambers Private Wealth Management
California
$516K – – –
ADL
1199
Asset Dedication LLC
California
$516K – – –
JFG
1200
JDM Financial Group
Texas
$515K -$2.9K -42 -0.6%
46 47
48
49 50