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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 %
WPA
1501
West Paces Advisors
Georgia
$244K – – –
MFA
1502
Morling Financial Advisors
California
$243K – – –
ACM
1503
Ategra Capital Management
Virginia
$242K +$48.9K +710 +25%
TA
1504
TKG Advisors
Indiana
$242K -$20.1K -291 -8%
GIA
1505
Guyasuta Investment Advisors
Pennsylvania
$238K – – –
CA
1506
CGN Advisors
Kansas
$237K +$237K +3,437 New
MWM
1507
Marion Wealth Management
Pennsylvania
$236K +$236K +3,426 New
GIM
1508
Greylin Investment Management
Virginia
$235K – – –
NAS
1509
Nicolet Advisory Services
Wisconsin
$235K -$40.4K -601 -15%
HFS
1510
HBC Financial Services
Washington
$235K +$4.61K +67 +2%
SPWM
1511
Schrum Private Wealth Management
Florida
$235K +$20.7K +300 +10%
Wealthfront Advisers
1512
Wealthfront Advisers
California
$234K +$32.6K +473 +16%
TFGT
1513
TS Financial Group (TSFG)
Illinois
$234K – – –
HCA
1514
Harbor Capital Advisors
Illinois
$234K +$234K +3,389 New
HDIM
1515
Hanson & Doremus Investment Management
Vermont
$232K – – –
PP
1516
Patten & Patten
Tennessee
$232K – – –
LFS
1517
Lutz Financial Services
Nebraska
$232K -$6.62K -96 -3%
SIG
1518
Sargent Investment Group
Maryland
$232K +$31.7K +460 +16%
EP
1519
Edgestream Partners
New Jersey
$230K -$50.6K -734 -18%
NA
1520
Nottingham Advisors
New York
$230K – – –
CA
1521
Cortland Associates
Missouri
$230K -$2.69K -39 -1%
HCP
1522
Holt Capital Partners
Texas
$229K – – –
IA
1523
IAM Advisory
Pennsylvania
$229K -$1.25M -18,208 -85%
HWM
1524
HighMark Wealth Management
Minnesota
$227K +$414 +6 +0.2%
MAM
1525
Meeder Asset Management
Ohio
$227K -$2.83K -41 -1%
59 60
61
62 63