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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
+$368M
2
BlackRock
BlackRock
New York
+$222M
3
CM
Churchill Management
California
+$188M
4
Morgan Stanley
Morgan Stanley
New York
+$174M
5
UBS Group
UBS Group
Switzerland
+$162M

Top Sellers

1
Jane Street
Jane Street
New York
-$524M
2
Ameriprise
Ameriprise
Minnesota
-$415M
3
WCM Investment Management
WCM Investment Management
California
-$201M
4
Bank of America
Bank of America
North Carolina
-$196M
5
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
1501
Chilton Investment Company
Connecticut
$235K – – –
SF
1502
Summit Financial
New Jersey
$235K +$215 +3 +0.1%
CPA
1503
Capital Performance Advisors
California
$231K – – –
SL
1504
Sentinus LLC
Illinois
$231K +$231K +3,227 New
RW
1505
REDW Wealth
New Mexico
$231K -$23.7K -331 -9%
TFCP
1506
Twin Focus Capital Partners
Massachusetts
$231K – – –
CCMI
1507
Creative Capital Management Investments
California
$230K +$230K +3,218 New
FOFP
1508
Fee-Only Financial Planning
South Carolina
$230K -$47.5K -664 -17%
CBFP
1509
Cedar Brook Financial Partners
Ohio
$230K +$230K +3,214 New
PBF
1510
Petix & Botte Financial
California
$230K +$230K +3,212 New
CFGS
1511
Concourse Financial Group Securities
Alabama
$229K +$3.08K +43 +1%
C1AG
1512
Client 1st Advisory Group
Florida
$229K – – –
SIG
1513
Sargent Investment Group
Maryland
$229K – – –
BP
1514
BBR Partners
New York
$228K -$1.97M -27,554 -90%
TWP
1515
TFO Wealth Partners
Ohio
$227K +$225K +3,152 +12,608%
TF
1516
Theory Financial
Colorado
$227K – – –
AFAS
1517
Acorn Financial Advisory Services
Virginia
$227K +$5.08K +71 +2%
PPW
1518
PACK Private Wealth
Minnesota
$225K – – –
MFA
1519
McClarren Financial Advisors
Pennsylvania
$225K -$212 -3 -0.1%
AWM
1520
Angeles Wealth Management
California
$225K – – –
JWM
1521
Janiczek Wealth Management
Colorado
$223K -$6.59K -90 -3%
BAM
1522
Baldrige Asset Management
Pennsylvania
$223K +$1K +14 +0.5%
EK
1523
Evensky & Katz
Florida
$222K +$8.02K +112 +4%
OA
1524
Operose Advisors
Wisconsin
$221K – – –
BBWP
1525
Beacon Bridge Wealth Partners
Pennsylvania
$221K – – –
59 60
61
62 63