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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
$514M
2
CCM
Causeway Capital Management
California
$330M
3
SG Americas Securities
SG Americas Securities
New York
$221M
4
UBS Group
UBS Group
Switzerland
$1B
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$207M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$138M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.43B
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$0
4
CM
Churchill Management
California
$0
5
Bank of America
Bank of America
North Carolina
$2.24B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1401
Angeles Wealth Management
California
$316K +$99.2K +1,440 +46%
B
1402
Bridgeworth
Alabama
$316K -$32.5K -471 -9%
AT
1403
Arden Trust
Delaware
$316K -$63K -914 -17%
NAG
1404
Northstar Advisory Group
New Jersey
$315K – – –
SS
1405
Sound Stewardship
Kansas
$314K – – –
FA
1406
Fountainhead AM
New Jersey
$314K – – –
FPGK
1407
Financial Partners Group (Kansas)
Kansas
$311K +$311K +4,525 New
HWA
1408
Hillcrest Wealth Advisors
New Jersey
$310K – – –
GSC
1409
Grey Street Capital
Illinois
$308K – – –
Luther King Capital Management (LKCM)
1410
Luther King Capital Management (LKCM)
Texas
$308K -$291K – –
BIA
1411
Bigelow Investment Advisors
Maine
$307K -$1.72K -25 -0.6%
PWA
1412
Pillar Wealth Advisors
Pennsylvania
$306K – – –
BSWA
1413
Bromfield Sneider Wealth Advisors
Massachusetts
$306K – – –
ASC
1414
Atalanta Sosnoff Capital
New York
$306K – – –
AG
1415
Ascent Group
Virginia
$306K -$79K -1,149 -21%
SWA
1416
Sightline Wealth Advisors
Connecticut
$305K +$2.27K +33 +0.8%
GAMC
1417
Garner Asset Management Corp
Texas
$303K +$5.64K +82 +2%
SVWAG
1418
Sound View Wealth Advisors Group
Georgia
$301K -$89.9K -1,304 -23%
TWP
1419
TFO Wealth Partners
Ohio
$296K +$67.8K +935 +30%
CK
1420
Cohen Klingenstein
New York
$296K – – –
KIA
1421
KCM Investment Advisors
California
$296K – – –
VNB
1422
Virginia National Bank
Virginia
$296K -$517K -7,505 -64%
SC
1423
Searle & Co
Connecticut
$294K – – –
TWM
1424
Tradition Wealth Management
Minnesota
$293K – – –
RW
1425
Rede Wealth
Virginia
$292K -$153K -2,219 -34%
55 56
57
58 59