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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 %
CIC
1526
Chilton Investment Company
Connecticut
$226K – – –
ICP
1527
Interchange Capital Partners
Pennsylvania
$225K +$2.41K +35 +1%
MFA
1528
McClarren Financial Advisors
Pennsylvania
$223K -$69 -1 -0%
HCP
1529
Hexagon Capital Partners
Arkansas
$223K – – –
CPA
1530
Capital Performance Advisors
California
$222K – – –
RW
1531
REDW Wealth
New Mexico
$222K – – –
CCMI
1532
Creative Capital Management Investments
California
$222K – – –
EW
1533
Element Wealth
Mississippi
$221K -$2.21K -32 -1%
WCM
1534
Wealthcare Capital Management
Virginia
$221K -$306K -4,442 -58%
C1AG
1535
Client 1st Advisory Group
Florida
$220K – – –
W
1536
WorthPointe
California
$218K +$5.17K +75 +2%
AFP
1537
Ausdal Financial Partners
Iowa
$218K +$14.7K +214 +7%
AFAS
1538
Acorn Financial Advisory Services
Virginia
$218K -$138 -2 -0.1%
OWP
1539
Obermeyer Wealth Partners
Colorado
$217K +$26.5K +384 +14%
MIM
1540
Macroview Investment Management
Maryland
$215K +$153K +2,220 +247%
IWP
1541
Invenio Wealth Partners
Florida
$215K +$215K +3,118 New
CA
1542
Continuum Advisory
Idaho
$215K +$215K +3,116 New
PPW
1543
PACK Private Wealth
Minnesota
$214K – – –
OA
1544
Operose Advisors
Wisconsin
$213K – – –
BBWP
1545
Beacon Bridge Wealth Partners
Pennsylvania
$212K -$551 -8 -0.3%
FI
1546
Financial Insights
Washington
$212K -$50.8K -759 -19%
JPMIA
1547
J.P. Marvel Investment Advisors
Massachusetts
$212K – – –
GWM
1548
GSB Wealth Management
Connecticut
$212K – – –
CWM
1549
Centurion Wealth Management
Virginia
$211K – – –
FNFDCM
1550
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$210K -$19K -275 -8%
60 61
62
63 64