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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 %
JWM
1551
Janiczek Wealth Management
Colorado
$210K -$896 -13 -0.4%
BFA
1552
Beacon Financial Advisory
Ohio
$209K +$2.07K +30 +1%
SWM
1553
Sugarloaf Wealth Management
Georgia
$209K +$1.1K +16 +0.5%
FP
1554
Financial Perspectives
Minnesota
$209K – – –
EK
1555
Evensky & Katz
Florida
$208K – – –
MPM
1556
Meritage Portfolio Management
Kansas
$208K – – –
FA
1557
Financial Advisors
Massachusetts
$208K – – –
CBFP
1558
Cedar Brook Financial Partners
Ohio
$206K -$20.7K -300 -9%
NWMG
1559
National Wealth Management Group
Ohio
$206K -$10.3K -150 -5%
CPC
1560
Consolidated Planning Corp
Georgia
$206K – – –
FA
1561
FC Advisory
Pennsylvania
$206K -$965 -14 -0.5%
ZIC
1562
ZWJ Investment Counsel
Georgia
$205K +$205K +2,981 New
NF
1563
Nikulski Financial
Iowa
$205K +$205K +2,972 New
DP
1564
Dearborn Partners
Illinois
$205K -$93K -1,350 -31%
TWP
1565
Total Wealth Planning
Ohio
$204K +$204K +2,967 New
PGIM
1566
Pacific Global Investment Management
California
$204K – – –
EWA
1567
Evolution Wealth Advisors
Florida
$203K +$203K +2,939 New
SWP
1568
Summit Wealth Partners
Florida
$202K – – –
SGK
1569
Steigerwald Gordon & Koch
Virginia
$202K +$202K +2,928 New
CBT
1570
CoreFirst Bank & Trust
Kansas
$201K +$187K +2,719 +1,366%
PWMAG
1571
Pinnacle Wealth Management Advisory Group
New Jersey
$200K +$200K +2,909 New
HWA
1572
HHM Wealth Advisors
Tennessee
$197K – – –
FFA
1573
Farther Finance Advisors
California
$197K +$9.51K +138 +5%
PCTC
1574
Perkins Coie Trust Company
Washington
$197K – – –
WIM
1575
Westside Investment Management
California
$196K – – –
61 62
63
64 65