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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 %
MFGP
1301
Marshall Financial Group (Pennsylvania)
Pennsylvania
$406K – – –
CFS
1302
Cannon Financial Strategists
Georgia
$406K +$9.58K +139 +2%
W
1303
WealthOne
New York
$405K -$12.8K -186 -3%
THWM
1304
Taylor Hoffman Wealth Management
Virginia
$405K – – –
SFG
1305
Sage Financial Group
Pennsylvania
$404K -$3.03K -44 -0.7%
ANBT
1306
American National Bank & Trust
Texas
$403K +$41.2K +598 +11%
YIA
1307
YHB Investment Advisors
Connecticut
$403K – – –
CAGAS
1308
Capital Advisory Group Advisory Services
Minnesota
$401K +$401K +5,815 New
SIAP
1309
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$400K -$8.62K -125 -2%
IWS
1310
Insight Wealth Strategies
California
$400K +$40.4K +586 +11%
HIP
1311
HUB Investment Partners
Texas
$399K -$3.03K -44 -0.8%
MPM
1312
MBB Public Markets
Illinois
$397K – – –
PCS
1313
Personal CFO Solutions
New Jersey
$395K +$2.41K +35 +0.6%
MPW
1314
MA Private Wealth
California
$393K -$21.5K -312 -5%
GCM
1315
Gables Capital Management
Florida
$393K – – –
PA
1316
PFG Advisors
Arizona
$390K -$19.8K -287 -5%
FNBTCON
1317
First National Bank & Trust Co of Newtown
Pennsylvania
$388K – – –
OFA
1318
Oak Family Advisors
Illinois
$388K -$10.3K -150 -3%
LWM
1319
Laidlaw Wealth Management
New York
$387K +$387K +5,618 New
CCM
1320
Cullen Capital Management
New York
$386K -$33K -479 -8%
SCM
1321
SOL Capital Management
Maryland
$386K -$22.5K -327 -6%
WP
1322
WMS Partners
Maryland
$385K -$37.9K -550 -9%
CNBTD
1323
Citizens National Bank Trust Department
Mississippi
$385K -$34.5K -500 -8%
PWS
1324
Precision Wealth Strategies
Missouri
$384K +$384K +5,576 New
JHCP
1325
Jackson Hole Capital Partners
Oklahoma
$383K – – –
51 52
53
54 55