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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 %
APW
1451
Aurora Private Wealth
New Jersey
$273K +$273K +3,966 New
TPWM
1452
Twelve Points Wealth Management
Massachusetts
$273K +$273K +3,958 New
AIS
1453
American Investment Services
Massachusetts
$271K – – –
AAMC
1454
Asset Allocation & Management Company
Illinois
$271K – – –
CAM
1455
Cozad Asset Management
Illinois
$271K – – –
NPA
1456
Nichols & Pratt Advisers
Massachusetts
$269K +$59.2K +859 +28%
MRCM
1457
M&R Capital Management
New Jersey
$269K -$86.2K -1,250 -24%
SCM
1458
Shelton Capital Management
Colorado
$268K – – –
RMC
1459
Resources Management Corp
Connecticut
$268K -$9.18K -133 -3%
CWA
1460
Cornerstone Wealth Advisors
Minnesota
$268K – – –
HFS
1461
Howard Financial Services
Texas
$267K -$40K -581 -13%
GC
1462
GFG Capital
Florida
$266K – – –
BSA
1463
Bull Street Advisors
Georgia
$266K – – –
SAM
1464
S.A. Mason
Michigan
$264K – – –
GCM
1465
Gallacher Capital Management
Colorado
$264K – – –
CHAM
1466
Clear Harbor Asset Management
Connecticut
$263K +$414 +6 +0.2%
WC
1467
Whitney & Co
New York
$263K +$10.3K +150 +4%
TWM
1468
TMD Wealth Management
Arizona
$263K – – –
HL
1469
Harding Loevner
New Jersey
$262K +$262K +3,804 New
TPW
1470
Transatlantique Private Wealth
New York
$262K – – –
AWM
1471
Abound Wealth Management
Tennessee
$262K +$758 +11 +0.3%
SCG
1472
Sonata Capital Group
Washington
$261K +$2.9K +42 +1%
EIA
1473
Eldridge Investment Advisors
New Hampshire
$260K -$2.41K -35 -0.9%
MWPCG
1474
Measured Wealth Private Client Group
New Hampshire
$260K -$72.4K -1,050 -22%
GGS
1475
Galvin Gaustad & Stein
Arizona
$258K – – –
57 58
59
60 61