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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 %
ACM
1201
Armbruster Capital Management
New York
$514K – – –
OC
1202
Oarsman Capital
Wisconsin
$512K -$36.2K -525 -7%
SAS
1203
Stelac Advisory Services
New York
$510K – – –
PWM
1204
PBMares Wealth Management
Virginia
$510K – – –
TT
1205
TI-Trust
Illinois
$506K -$2.34K -34 -0.5%
MFG
1206
Monte Financial Group
Connecticut
$505K – – –
PAM
1207
Peak Asset Management
Colorado
$504K – – –
FAB
1208
First American Bank
Illinois
$504K +$163K +2,360 +48%
CNB
1209
Camden National Bank
Maine
$502K -$345 -5 -0.1%
ESB
1210
Essex Savings Bank
Connecticut
$500K +$89.4K +1,297 +22%
IWN
1211
Independent Wealth Network
Iowa
$499K -$15.4K -223 -3%
OIA
1212
Optimum Investment Advisors
Illinois
$499K – – –
TC
1213
Trilogy Capital
California
$495K – – –
DI
1214
DDFG Inc
California
$495K +$118K +1,707 +31%
RWM
1215
RKL Wealth Management
Pennsylvania
$493K -$20.3K -294 -4%
EB
1216
Exchange Bank
California
$490K -$22K -319 -4%
Koshinski Asset Management
1217
Koshinski Asset Management
Illinois
$489K -$81K -1,175 -14%
BWP
1218
Balboa Wealth Partners
Arizona
$488K -$105K -1,528 -18%
RSWM
1219
Robertson Stephens Wealth Management
California
$487K – – –
PBK
1220
Peoples Bank (Kansas)
Kansas
$487K +$487K +7,066 New
AA
1221
Ancora Advisors
Ohio
$486K -$39.6K -574 -8%
BSB
1222
Bangor Savings Bank
Maine
$484K -$21K -304 -4%
AAM
1223
Austin Asset Management
Texas
$484K -$20.9K -303 -4%
TDWM
1224
Topel & Distasi Wealth Management
California
$484K -$16.3K -237 -3%
AIM
1225
Anchor Investment Management
South Carolina
$484K -$4.27K -62 -0.9%
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