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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 %
CWM
1326
Castle Wealth Management
Florida
$383K +$30K +435 +8%
BCP
1327
Berkeley Capital Partners
Georgia
$382K +$69 +1 +0%
WA
1328
WP Advisors
California
$381K – – –
S
1329
SignatureFD
Georgia
$379K -$51.7K -750 -12%
JCM
1330
Jag Capital Management
Missouri
$378K -$5.17K -75 -1%
BBW
1331
Blue Barn Wealth
Utah
$375K -$29.4K -426 -7%
P
1332
&Partners
Tennessee
$375K – – –
RBC
1333
Romano Brothers & Co
Illinois
$375K – – –
TBC
1334
Ted Buchan & Co
California
$374K +$15.4K +223 +4%
LRWA
1335
Long Run Wealth Advisors
New York
$374K -$15.5K -225 -4%
NSAM
1336
North Star Asset Management
Wisconsin
$372K – – –
SMA
1337
Seven Mile Advisory
New Jersey
$371K – – –
LWM
1338
LJI Wealth Management
Indiana
$371K +$72.4K +1,050 +24%
RIG
1339
RiverFront Investment Group
Virginia
$369K – – –
FAM
1340
Flaharty Asset Management
Florida
$365K – – –
VCP
1341
Vista Capital Partners
Oregon
$364K – – –
CWM
1342
ClientFirst Wealth Management
Arkansas
$364K – – –
HCA
1343
Horan Capital Advisors
Ohio
$363K – – –
GFPC
1344
Global Financial Private Client
Florida
$361K – – –
BTWM
1345
Baker Tilly Wealth Management
Wisconsin
$361K -$89.5K -1,298 -20%
SIC
1346
Samalin Investment Counsel
New York
$361K -$22.4K -325 -6%
CFFP
1347
Center for Financial Planning
Michigan
$360K – – –
LIM
1348
Leavell Investment Management
Alabama
$360K -$62.8K -912 -15%
PTB
1349
Pioneer Trust Bank
Oregon
$358K – – –
NAM
1350
NorthCrest Asset Manangement
Minnesota
$356K -$18.3K -265 -5%
52 53
54
55 56