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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 %
IFA
1426
Interactive Financial Advisors
Illinois
$292K +$2K +29 +0.7%
DIM
1427
Delta Investment Management
California
$291K – – –
FA
1428
Financial Alternatives
California
$289K – – –
GAG
1429
GM Advisory Group
New York
$289K – – –
MCC
1430
Money Concepts Capital
Florida
$288K -$154K -2,229 -35%
EGWAG
1431
Elwood & Goetz Wealth Advisory Group
Georgia
$287K – – –
SSWM
1432
Strait & Sound Wealth Management
California
$285K +$285K +4,140 New
MC
1433
Montag & Caldwell
Georgia
$285K +$8.62K +125 +3%
MWM
1434
Merriman Wealth Management
Washington
$284K -$9.55M -138,549 -97%
WCWM
1435
Willow Creek Wealth Management
California
$283K – – –
CTWM
1436
Cherry Tree Wealth Management
Minnesota
$283K – – –
CAM
1437
CPA Asset Management
Florida
$283K -$3.24K -47 -1%
RA
1438
Riversedge Advisors
Delaware
$282K – – –
AW
1439
Avion Wealth
Texas
$282K – – –
CWP
1440
Concord Wealth Partners
Virginia
$282K -$2.07K -30 -0.7%
AIM
1441
AMI Investment Management
Indiana
$282K +$19K +275 +7%
AGA
1442
Arkos Global Advisors
Texas
$281K -$48.7K -707 -15%
CHA
1443
Cooper/Haims Advisors
New York
$280K -$758 -11 -0.3%
ERWM
1444
Elk River Wealth Management
Colorado
$278K -$9.51K -138 -3%
WA
1445
Wealthstream Advisors
New York
$277K – – –
VPP
1446
Vertex Planning Partners
Illinois
$277K – – –
CTA
1447
Colonial Trust Advisors
South Carolina
$277K -$81.3K -1,180 -23%
VF
1448
Vawter Financial
Ohio
$276K -$1.38K -20 -0.5%
SWM
1449
Sendero Wealth Management
Texas
$275K – – –
BW
1450
Bison Wealth
Georgia
$274K +$758 +11 +0.3%
56 57
58
59 60