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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 %
NB
1226
Northwest Bancshares
Pennsylvania
$483K -$23.8K -345 -5%
TCOO
1227
Trust Company of Oklahoma
Oklahoma
$482K – – –
HNWA
1228
Henrickson Nauta Wealth Advisors
Michigan
$482K – – –
NLG
1229
New Legacy Group
New York
$482K – – –
CFS
1230
CGC Financial Services
Oregon
$481K – – –
JWBC
1231
John W. Brooker & Co
California
$477K – – –
BFG
1232
Berger Financial Group
Minnesota
$477K – – –
DACG
1233
Donor Advised Charitable Giving
California
$476K -$4.82K -70 -1%
TFG
1234
Tilson Financial Group
New Jersey
$475K +$475K +6,896 New
FGG
1235
Financial Guidance Group
Florida
$473K – – –
AC
1236
Apella Capital
Connecticut
$472K -$17.8K -258 -4%
SL
1237
Sentry LLC
Tennessee
$471K – – –
DWM
1238
Dakota Wealth Management
Florida
$470K -$47.4K -688 -9%
OSNBOA
1239
Old Second National Bank of Aurora
Illinois
$469K – – –
PPP
1240
Private Portfolio Partners
New Jersey
$469K -$28.5K -414 -6%
FWM
1241
Fairhaven Wealth Management
Illinois
$467K -$110K -1,600 -19%
MW
1242
MBL Wealth
North Carolina
$464K -$3.45K -50 -0.7%
CC
1243
Callan Capital
California
$463K +$97.3K +1,412 +27%
TFM
1244
TFC Financial Management
Massachusetts
$463K – – –
STCOSD
1245
Sageworth Trust Company of South Dakota
South Dakota
$462K – – –
BDFN
1246
Bond & Devick Financial Network
Minnesota
$460K – – –
Victory Capital Management
1247
Victory Capital Management
Texas
$458K – – –
BAMG
1248
Brand Asset Management Group
Missouri
$453K – – –
FDDB
1249
Fidelity D&D Bancorp
Pennsylvania
$452K +$452K +6,560 New
SW
1250
SkyOak Wealth
Michigan
$451K +$10.2K +148 +2%
48 49
50
51 52