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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 %
WFA
1251
WestHill Financial Advisors
California
$449K -$18.4K -267 -4%
LCM
1252
Leisure Capital Management
California
$447K – – –
CWM
1253
Chemistry Wealth Management
New York
$446K – – –
FIA
1254
Foundations Investment Advisors
Arizona
$443K +$65.3K +948 +17%
HPC
1255
HM Payson & Co
Maine
$443K – – –
PBF
1256
Petix & Botte Financial
California
$443K – – –
MWM
1257
Mascoma Wealth Management
New Hampshire
$440K +$27.2K +394 +7%
LWM
1258
Liberty Wealth Management
California
$439K -$690 -10 -0.2%
BWCS
1259
Beirne Wealth Consulting Services
Connecticut
$439K – – –
CCP
1260
Carmel Capital Partners
California
$438K +$438K +6,351 New
JFA
1261
JNBA Financial Advisors
Minnesota
$437K -$482 -7 -0.1%
EFS
1262
Essex Financial Services
Connecticut
$436K -$22K -319 -5%
BWA
1263
Beam Wealth Advisors
Louisiana
$435K -$66.4K -964 -13%
CCP
1264
Clarkston Capital Partners
Michigan
$434K – – –
DBT
1265
Dubuque Bank & Trust
Iowa
$433K – – –
HWM
1266
Howard Wealth Management
Connecticut
$432K – – –
CIAS
1267
CBIZ Investment Advisory Services
Ohio
$430K – – –
AA
1268
Altman Advisors
Illinois
$430K +$430K +6,241 New
WA
1269
Wealth Architects
California
$430K -$33.8K -491 -7%
CAM
1270
Close Asset Management
United Kingdom
$429K – – –
AWM
1271
Aberdeen Wealth Management
Illinois
$428K – – –
LWCFA
1272
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$428K +$53.8K +780 +14%
AIMC
1273
Alley Investment Management Company
Illinois
$427K – – –
GWM
1274
Greenwich Wealth Management
Connecticut
$426K – – –
SNBOSD
1275
Security National Bank of So Dak
Iowa
$425K – – –
49 50
51
52 53