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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 %
MA
1476
MKT Advisors
California
$257K -$20.4K -300 -7%
PI
1477
PFG Investments
New York
$257K -$5.45K -79 -2%
LAIC
1478
Lederer & Associates Investment Counsel
California
$256K – – –
Russell Investments Group
1479
Russell Investments Group
United Kingdom
$255K -$9.44K -137 -4%
MMG
1480
Monetary Management Group
Missouri
$255K – – –
FIM
1481
Freedom Investment Management
Connecticut
$254K -$3.7M -53,613 -94%
FVWA
1482
Foster Victor Wealth Advisors
South Carolina
$254K – – –
ECG
1483
EPIQ Capital Group
California
$252K – – –
GC
1484
Gibson Capital
Pennsylvania
$251K – – –
MWM
1485
MorganRosel Wealth Management
Colorado
$251K +$965 +14 +0.4%
SF
1486
Summit Financial
New Jersey
$251K +$25.3K +367 +11%
AC
1487
AWM Capital
Arizona
$250K – – –
NLP
1488
Next Level Private
New York
$250K +$4.82K +71 +2%
AIC
1489
Argus Investors Counsel
New York
$250K +$6.55K +95 +3%
MSCM
1490
McElhenny Sheffield Capital Management
Texas
$249K +$30.7K +445 +14%
SCA
1491
SMH Capital Advisors
Texas
$249K -$39.5K -573 -14%
SM
1492
Sensible Money
Arizona
$249K – – –
EWS
1493
Evergreen Wealth Solutions
Pennsylvania
$248K -$17.2K -250 -6%
IA
1494
Insight Advisors
Pennsylvania
$248K +$30.3K +440 +14%
HIS
1495
Horizon Investment Services
Indiana
$248K – – –
RPSA
1496
Richard P. Slaughter Associates
Texas
$246K +$4.14K +60 +2%
SIG
1497
Stonegate Investment Group
Alabama
$246K – – –
AWM
1498
Aprio Wealth Management
Georgia
$245K – – –
PPC
1499
Park Place Capital
Alabama
$245K – – –
PFG
1500
Pacific Financial Group
Washington
$244K +$689 +10 +0.3%
58 59
60
61 62