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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 %
B
1276
Bellecapital
Switzerland
$425K – – –
CFO
1277
Collective Family Office
Pennsylvania
$425K +$13.1K +190 +3%
BFA
1278
Bragg Financial Advisors
North Carolina
$424K -$20.6K -299 -5%
LWMNY
1279
Landmark Wealth Management (New York)
New York
$422K +$422K +6,130 New
MCG
1280
McCollum Christoferson Group
New York
$420K – – –
CWM
1281
Cornerstone Wealth Management
Missouri
$420K -$68.7K -997 -14%
EWP
1282
Elevation Wealth Partners
California
$420K – – –
SRC
1283
Sage Rhino Capital
California
$419K – – –
CWA
1284
Core Wealth Advisors
Florida
$418K – – –
ZB
1285
Zions Bancorporation
Utah
$418K – – –
LFP
1286
Lakeshore Financial Planning
Michigan
$418K +$418K +6,068 New
FFG
1287
Frisch Financial Group
New York
$418K -$62.6K -909 -13%
PFC
1288
Phocas Financial Corp
California
$416K -$70K -1,015 -14%
ClearBridge Investments
1289
ClearBridge Investments
New York
$416K +$416K +6,030 New
FG
1290
Fiduciary Group
Georgia
$415K – – –
BFEC
1291
Benjamin F. Edwards & Company
Missouri
$414K -$90.7K -1,316 -18%
AR
1292
Apeiron RIA
Texas
$410K +$55.2K +801 +16%
IAG
1293
Investmark Advisory Group
Connecticut
$409K +$9.92K +144 +2%
EI
1294
Ellevest Inc
New York
$409K -$10.3K -150 -2%
CCM
1295
Colorado Capital Management
Colorado
$409K – – –
CST
1296
Charles Schwab Trust
Nevada
$409K +$117K +1,700 +40%
TFS
1297
Thoroughbred Financial Services
Tennessee
$408K +$15.2K +221 +4%
BFC
1298
Blue Fin Capital
Rhode Island
$408K -$12.3K -179 -3%
VAFP
1299
Vahanian & Associates Financial Planning
New York
$407K -$34.5K -500 -8%
AFA
1300
Alpha Financial Advisors
North Carolina
$407K +$42.6K +618 +12%
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