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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
$485M
2
BlackRock
BlackRock
New York
$4.9B
3
CM
Churchill Management
California
$188M
4
Morgan Stanley
Morgan Stanley
New York
$1.83B
5
UBS Group
UBS Group
Switzerland
$895M

Top Sellers

1
Jane Street
Jane Street
New York
$227M
2
Ameriprise
Ameriprise
Minnesota
$129M
3
WCM Investment Management
WCM Investment Management
California
$5.07M
4
Bank of America
Bank of America
North Carolina
$2.4B
5
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
126
AllianceBernstein
Tennessee
$30.6M +$9.01M +125,950 +42%
DWM
127
Destination Wealth Management
California
$30.5M -$509K -7,116 -2%
TNBTD
128
Trustmark National Bank Trust Department
Mississippi
$30.1M +$21.9M +306,175 +268%
CB
129
Commerce Bank
Missouri
$29.8M -$228K -3,185 -0.8%
SGI
130
Swan Global Investments
Colorado
$29.4M -$1.94M -29,200 -6%
BP
131
Ballentine Partners
Massachusetts
$28.7M +$441K +6,170 +2%
CS
132
Comerica Securities
Michigan
$28.7M -$2.3M -32,190 -7%
Lazard Asset Management
133
Lazard Asset Management
New York
$28.5M -$30M -419,687 -51%
HMH
134
Hackensack Meridian Health
New Jersey
$28.5M -$36.1M -505,000 -56%
TPCW
135
TD Private Client Wealth
New York
$28.4M -$4.02M -56,195 -12%
AIA
136
Arbor Investment Advisors
North Carolina
$28.3M -$542K -7,581 -2%
AF
137
Allworth Financial
California
$28.3M +$1.12M +15,714 +4%
Capital Fund Management (CFM)
138
Capital Fund Management (CFM)
France
$27.7M -$19.9M -278,706 -42%
1SB
139
1ST Source Bank
Indiana
$27.5M +$2.51M +35,056 +10%
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$27.4M +$1.68M +23,500 +7%
CS
141
Credit Suisse
Switzerland
$27.1M -$31.6M -441,250 -54%
IAIM
142
Industrial Alliance Investment Management
Quebec, Canada
$27.1M -$178K -2,495 -0.7%
CG
143
Colony Group
Massachusetts
$27M -$8.98M -125,566 -25%
OAC
144
OMERS Administration Corp
Ontario, Canada
$26.9M – – –
CCB
145
Country Club Bank
Missouri
$26.7M +$1.21M +17,055 +5%
IA
146
IFG Advisors
Missouri
$26.7M -$78K -1,091 -0.3%
GCM
147
Gladius Capital Management
Illinois
$26.7M -$1.06M -14,800 -4%
DIP
148
DT Investment Partners
Pennsylvania
$26.5M – – –
KP
149
Keel Point
Alabama
$26.1M +$4.65M +64,984 +22%
CM
150
Castleark Management
Illinois
$26.1M +$24.4M +341,400 +1,484%
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