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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 %
TCM
1351
Telos Capital Management
California
$356K -$44.2K -642 -11%
QWM
1352
QP Wealth Management
New Jersey
$355K -$246K -3,570 -41%
LCC
1353
Lincoln Capital Corp
Rhode Island
$354K – – –
FBFS
1354
First Business Financial Services
Wisconsin
$353K +$353K +5,128 New
CF
1355
Clarity Financial
Texas
$353K +$353K +5,115 New
PGF
1356
Plan Group Financial
Oklahoma
$352K +$352K +5,108 New
KDA
1357
Kraft Davis & Associates
Missouri
$352K +$1K +15 +0.3%
PFSC
1358
Peoples Financial Services Corp
Pennsylvania
$351K – – –
KFI
1359
Key Financial Inc
Pennsylvania
$351K – – –
IFA
1360
Index Fund Advisors
California
$349K – – –
AIM
1361
AHL Investment Management
Florida
$349K – – –
CWM
1362
Curi Wealth Management
North Carolina
$349K -$34.2K -496 -9%
GCA
1363
Gradient Capital Advisors
California
$348K – – –
CB
1364
CNB Bank
Pennsylvania
$348K +$172K +2,489 +97%
BST
1365
Bath Savings Trust
Maine
$347K -$20.7K -300 -6%
SAM
1366
SignalPoint Asset Management
Missouri
$347K – – –
PCIA
1367
Prime Capital Investment Advisors
Kansas
$346K +$18.7K +272 +6%
OAM
1368
Occidental Asset Management
California
$345K – – –
GLA
1369
Great Lakes Advisors
Illinois
$345K -$461K -6,685 -57%
FWM
1370
Forza Wealth Management
Florida
$345K – – –
RIA
1371
Retirement Investment Advisors
Oklahoma
$344K – – –
WDG
1372
Wealth Dimensions Group
Ohio
$344K -$117K -1,698 -25%
PSP
1373
Pacific Sage Partners
Washington
$342K – – –
DCM
1374
Donaldson Capital Management
Indiana
$342K -$27.6K -400 -7%
GD
1375
Grandfield & Dodd
New York
$341K – – –
53 54
55
56 57