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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,855 hedge funds and large institutions have $42.7B invested in iShares MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 657 increasing their positions, 678 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+116
Holders Change %
+6.67%
% of All Funds
27.2%
Holding in Top 10
163
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.62%
% of All Funds
2.39%
New
230
Increased
657
Reduced
678
Closed
80
Calls
$5.91B
Puts
$7.38B
Net Calls
-$1.47B
Net Calls Change
+$908M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.63B
2
Jane Street
Jane Street
New York
$959M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.76B
4
TD Asset Management
TD Asset Management
Ontario, Canada
$429M
5
JHU
Johns Hopkins University
Maryland
$138M

Top Sellers

1
CCM
Causeway Capital Management
California
$0
2
UBS Group
UBS Group
Switzerland
$874M
3
BlackRock
BlackRock
New York
$5.6B
4
AIG
American International Group
New York
$3.79M
5
HNB
Huntington National Bank
Ohio
$80.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
SCS Capital Management
Massachusetts
$34.1M -$100K -1,329 -0.3%
1SB
127
1ST Source Bank
Indiana
$32.9M -$75.6K -1,003 -0.2%
Aristotle Capital Management
128
Aristotle Capital Management
California
$32.4M +$14M +186,156 +76%
KAS
129
Kestra Advisory Services
Texas
$32.4M +$1.21M +16,116 +4%
FEG
130
Fund Evaluation Group
Ohio
$32.2M +$15.8M +219,833 +96%
DWM
131
Destination Wealth Management
California
$32.1M -$371K -4,927 -1%
PWM
132
Paulson Wealth Management
Illinois
$31.3M +$4.38M +58,134 +16%
CB
133
Commerce Bank
Missouri
$30.8M -$365K -4,850 -1%
WSTAM
134
Wilbanks Smith & Thomas Asset Management
Virginia
$30.3M -$2.14M -28,369 -7%
BP
135
Ballentine Partners
Massachusetts
$30.3M -$584K -7,753 -2%
IA
136
IFG Advisors
Missouri
$29.8M -$1.03M -13,615 -3%
BAM
137
Burgundy Asset Management
Ontario, Canada
$29.7M +$29.7M +393,649 New
AIA
138
Arbor Investment Advisors
North Carolina
$28.9M -$216K -2,865 -0.7%
CI
139
Cambiar Investors
Colorado
$28.9M +$15.1M +200,677 +110%
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$28.6M +$3.98M +52,800 +16%
CCM
141
Cullen Capital Management
New York
$28.6M +$28.2M +373,723 +6,665%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$28.6M -$2.32M -30,813 -8%
MIP
143
Mondrian Investment Partners
United Kingdom
$28.5M +$28.5M +378,250 New
Fiera Capital (Canada)
144
Fiera Capital (Canada)
Quebec, Canada
$28.3M -$95K -1,261 -0.3%
FNBT
145
FineMark National Bank & Trust
Florida
$28.1M +$422K +5,600 +2%
DIP
146
DT Investment Partners
Pennsylvania
$27.9M +$700K +9,288 +3%
OAC
147
OMERS Administration Corp
Ontario, Canada
$27.8M -$753K -10,000 -3%
KP
148
Keel Point
Alabama
$27.7M +$231K +3,065 +0.8%
SWPG
149
Strategic Wealth Partners Group
Illinois
$27.7M +$1.44M +19,160 +6%
Focus Partners Wealth
150
Focus Partners Wealth
Massachusetts
$27.6M +$27.6M +366,282 New
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