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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,718 hedge funds and large institutions have $38.2B invested in iShares MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 485 increasing their positions, 753 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,718
Holders Change
+22
Holders Change %
+1.3%
% of All Funds
27.5%
Holding in Top 10
177
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+10.63%
% of All Funds
2.83%
New
152
Increased
485
Reduced
753
Closed
89
Calls
$3.75B
Puts
$5.93B
Net Calls
-$2.18B
Net Calls Change
+$537M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$368M
2
BlackRock
BlackRock
New York
+$222M
3
CM
Churchill Management
California
+$188M
4
Morgan Stanley
Morgan Stanley
New York
+$174M
5
UBS Group
UBS Group
Switzerland
+$162M

Top Sellers

1
Jane Street
Jane Street
New York
-$524M
2
Ameriprise
Ameriprise
Minnesota
-$415M
3
WCM Investment Management
WCM Investment Management
California
-$201M
4
Bank of America
Bank of America
North Carolina
-$196M
5
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
1376
Aurora Private Wealth
New Jersey
$340K +$340K +4,759 New
KIA
1377
KCM Investment Advisors
California
$340K -$20.1K -281 -6%
AGA
1378
Arkos Global Advisors
Texas
$339K -$4.15K -58 -1%
EWM
1379
EPG Wealth Management
Georgia
$336K – – –
SS
1380
Sound Stewardship
Kansas
$335K +$36.1K +505 +12%
FA
1381
Fountainhead AM
New Jersey
$335K -$9.08K -127 -3%
LB
1382
Leo Brokerage
Texas
$333K +$333K +4,657 New
NCM
1383
Northside Capital Management
Oregon
$332K – – –
KCPG
1384
Kavar Capital Partners Group
Kansas
$332K -$14.3K -200 -4%
TGAM
1385
TBH Global Asset Management
Tennessee
$331K -$26.8K -375 -7%
ZIM
1386
Zacks Investment Management
Illinois
$329K -$2.85M -39,858 -90%
VP
1387
Verum Partners
North Carolina
$329K – – –
FPGK
1388
Financial Partners Group (Kansas)
Kansas
$329K -$2.5K -35 -0.8%
FVWA
1389
Foster Victor Wealth Advisors
South Carolina
$327K +$19.2K +266 +6%
BIA
1390
Bigelow Investment Advisors
Maine
$325K +$27.5K +385 +9%
HWA
1391
Hillcrest Wealth Advisors
New Jersey
$322K – – –
BA
1392
Bellwether Advisors
Nebraska
$320K -$191K -2,666 -37%
GSC
1393
Grey Street Capital
Illinois
$320K +$320K +4,469 New
PWA
1394
Pillar Wealth Advisors
Pennsylvania
$318K – – –
BSWA
1395
Bromfield Sneider Wealth Advisors
Massachusetts
$318K – – –
ASC
1396
Atalanta Sosnoff Capital
New York
$318K +$77K +1,076 +32%
SC
1397
Searle & Co
Connecticut
$314K – – –
SWA
1398
Sightline Wealth Advisors
Connecticut
$314K – – –
IFA
1399
Interactive Financial Advisors
Illinois
$313K -$12.9K -180 -4%
Fisher Asset Management
1400
Fisher Asset Management
Washington
$309K -$157K -2,198 -34%
54 55
56
57 58