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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 %
NA
1526
Nottingham Advisors
New York
$221K +$221K +3,085 New
SPWM
1527
Schrum Private Wealth Management
Florida
$220K -$1.36K -19 -0.6%
ADIM
1528
Alpha DNA Investment Management
Maryland
$220K +$220K +3,070 New
JPMIA
1529
J.P. Marvel Investment Advisors
Massachusetts
$219K – – –
CWM
1530
Centurion Wealth Management
Virginia
$219K -$4.29K -60 -2%
MCM
1531
Morton Capital Management
California
$217K +$217K +3,040 New
SIAG
1532
Safeguard Investment Advisory Group
California
$217K +$217K +3,035 New
GWM
1533
GSB Wealth Management
Connecticut
$217K +$217K +3,030 New
FP
1534
Financial Perspectives
Minnesota
$216K – – –
EA
1535
Eudaimonia Advisors
Tennessee
$216K -$26.8K -375 -11%
AFP
1536
Ausdal Financial Partners
Iowa
$216K +$216K +3,018 New
PCWA
1537
Pacific Capital Wealth Advisors
California
$215K -$3.15K -44 -1%
FA
1538
Financial Advisors
Massachusetts
$215K +$215K +3,011 New
CPC
1539
Consolidated Planning Corp
Georgia
$214K +$214K +2,993 New
FA
1540
FC Advisory
Pennsylvania
$213K +$213K +2,979 New
SWM
1541
Sugarloaf Wealth Management
Georgia
$213K -$11.9K -167 -5%
TBNY
1542
Trustco Bank (New York)
New York
$212K +$212K +2,965 New
PGIM
1543
Pacific Global Investment Management
California
$212K +$212K +2,962 New
SWP
1544
Summit Wealth Partners
Florida
$210K +$210K +2,931 New
FBFS
1545
First Business Financial Services
Wisconsin
$209K +$209K +2,926 New
CSIC
1546
Clifford Swan Investment Counsel
California
$207K -$34.1K -477 -14%
IP
1547
Intellectus Partners
California
$206K +$206K +2,877 New
SA
1548
Sunesis Advisors
Kansas
$205K +$205K +2,862 New
PCTC
1549
Perkins Coie Trust Company
Washington
$205K – – –
EFMC
1550
Empire Financial Management Company
New York
$204K +$204K +2,856 New
60 61
62
63 64