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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 %
SIA
1376
Soltis Investment Advisors
Utah
$340K -$61.4K -891 -15%
AWA
1377
Arete Wealth Advisors
Illinois
$338K -$2M -29,071 -86%
SWM
1378
SFG Wealth Management
Maryland
$338K – – –
IIM
1379
Ipswich Investment Management
Massachusetts
$338K -$21.9K -318 -6%
SCA
1380
St. Clair Advisors
Ohio
$338K +$338K +4,898 New
MF
1381
Meridian Financial
Massachusetts
$338K – – –
NPT
1382
Nixon Peabody Trust
Massachusetts
$337K – – –
WA
1383
Wambolt & Associates
Colorado
$333K +$54.3K +799 +19%
DFC
1384
DBK Financial Counsel
Ohio
$331K – – –
GIA
1385
GHP Investment Advisors
Colorado
$331K -$2.87K -42 -0.9%
CWM
1386
Cranbrook Wealth Management
Michigan
$329K – – –
EWM
1387
EPG Wealth Management
Georgia
$328K – – –
SFB
1388
STAR Financial Bank
Indiana
$328K -$31.5K -457 -9%
HT
1389
Headlands Technologies
Illinois
$326K -$157K -2,271 -32%
FMC
1390
First Merchants Corp
Indiana
$324K -$6.89K -100 -2%
BA
1391
Bellwether Advisors
Nebraska
$324K -$4.48K -65 -1%
IWM
1392
Integris Wealth Management
California
$322K -$61.9K -898 -16%
VP
1393
Verum Partners
North Carolina
$322K +$4.27K +62 +1%
NCM
1394
Northside Capital Management
Oregon
$320K – – –
AWA
1395
ARQ Wealth Advisors
Arizona
$320K +$31K +450 +11%
KCPG
1396
Kavar Capital Partners Group
Kansas
$320K – – –
GI
1397
Gradient Investments
Minnesota
$320K +$17.5K +254 +6%
WPWM
1398
Windward Private Wealth Management
Kansas
$319K -$22.5K -326 -7%
AWA
1399
Acorn Wealth Advisors
Michigan
$317K +$27.1K +393 +9%
ST
1400
Spinnaker Trust
Maine
$317K -$11.5K -167 -4%
54 55
56
57 58