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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 %
PFG
1451
Pacific Financial Group
Washington
$275K -$16.6K -232 -6%
SAM
1452
S.A. Mason
Michigan
$274K – – –
AIM
1453
AMI Investment Management
Indiana
$272K – – –
EIA
1454
Eldridge Investment Advisors
New Hampshire
$272K +$16.8K +235 +7%
TPW
1455
Transatlantique Private Wealth
New York
$272K +$272K +3,800 New
PI
1456
PFG Investments
New York
$270K +$270K +3,772 New
SIG
1457
Stonegate Investment Group
Alabama
$268K -$7.87K -110 -3%
FC
1458
Forte Capital
New York
$268K +$268K +3,742 New
MC
1459
Montag & Caldwell
Georgia
$268K +$268K +3,741 New
Wealthfront Advisers
1460
Wealthfront Advisers
California
$266K +$266K +3,723 New
AWM
1461
Abound Wealth Management
Tennessee
$266K -$26K -364 -9%
LAIC
1462
Lederer & Associates Investment Counsel
California
$265K – – –
WC
1463
Whitney & Co
New York
$262K – – –
MWM
1464
MorganRosel Wealth Management
Colorado
$261K -$82.8K -1,158 -24%
GC
1465
Gibson Capital
Pennsylvania
$261K – – –
AC
1466
AWM Capital
Arizona
$260K +$260K +3,633 New
HFS
1467
HBC Financial Services
Washington
$259K +$4.81K +66 +2%
MMG
1468
Monetary Management Group
Missouri
$257K – – –
HIS
1469
Horizon Investment Services
Indiana
$257K – – –
ECG
1470
EPIQ Capital Group
California
$257K – – –
TCCM
1471
Timber Creek Capital Management
Massachusetts
$255K – – –
SCG
1472
Sonata Capital Group
Washington
$255K -$31.4K -440 -11%
HWM
1473
HighMark Wealth Management
Minnesota
$255K – – –
PPC
1474
Park Place Capital
Alabama
$254K -$104K -1,451 -29%
WPA
1475
West Paces Advisors
Georgia
$253K +$113K +1,584 +81%
57 58
59
60 61