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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
27.19%
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
+$1.79B
2
Jane Street
Jane Street
New York
+$307M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$199M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$165M
5
JHU
Johns Hopkins University
Maryland
+$125M

Top Sellers

1
CCM
Causeway Capital Management
California
-$330M
2
UBS Group
UBS Group
Switzerland
-$221M
3
BlackRock
BlackRock
New York
-$83.5M
4
AIG
American International Group
New York
-$79.2M
5
HNB
Huntington National Bank
Ohio
-$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1476
BKM Wealth Management
Wisconsin
$328K +$328K +4,358 New
USWIA
1477
UP Strategic Wealth Investment Advisors
Pennsylvania
$328K +$328K +4,347 New
VAS
1478
Vestmark Advisory Solutions
Massachusetts
$326K +$326K +4,328 New
TWM
1479
Tradition Wealth Management
Minnesota
$326K +$5.72K +76 +2%
CK
1480
Cohen Klingenstein
New York
$324K – – –
HP
1481
Holistic Planning
Texas
$323K +$323K +4,289 New
FNWM
1482
Financial Network Wealth Management
Utah
$323K +$323K +4,297 New
AIM
1483
AMI Investment Management
Indiana
$323K +$14.8K +196 +5%
DIM
1484
Delta Investment Management
California
$322K +$3.92K +52 +1%
SC
1485
Searle & Co
Connecticut
$322K – – –
MC
1486
Montag & Caldwell
Georgia
$321K +$9.49K +126 +3%
KIA
1487
KCM Investment Advisors
California
$320K -$4.14K -55 -1%
BFA
1488
Bill Few Associates
Pennsylvania
$317K +$317K +4,210 New
FA
1489
Financial Alternatives
California
$316K – – –
LA
1490
Legacy Advisors
Pennsylvania
$314K +$314K +4,174 New
WCWM
1491
Willow Creek Wealth Management
California
$311K +$1.21K +16 +0.4%
CWP
1492
Concord Wealth Partners
Virginia
$310K +$1.73K +23 +0.6%
AT
1493
Arden Trust
Delaware
$310K -$35.3K -468 -10%
CTWM
1494
Cherry Tree Wealth Management
Minnesota
$309K – – –
TCOTS
1495
Trust Company of the South
North Carolina
$309K +$309K +4,097 New
AG
1496
Ascent Group
Virginia
$308K -$27.4K -363 -8%
AGA
1497
Arkos Global Advisors
Texas
$308K – – –
CHA
1498
Cooper/Haims Advisors
New York
$308K +$1.58K +21 +0.5%
AW
1499
Avion Wealth
Texas
$307K -$1.36K -18 -0.4%
WA
1500
Wealthstream Advisors
New York
$307K +$3.77K +50 +1%
58 59
60
61 62