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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 %
AIA
1576
Armor Investment Advisors
North Carolina
$188K – – –
CT
1577
Clearstead Trust
Maine
$186K +$149K +2,156 +393%
NCM
1578
Northwest Capital Management
Oregon
$184K – – –
CFGS
1579
Concourse Financial Group Securities
Alabama
$184K -$22.3K -323 -11%
ZC
1580
Zeit Capital
Colorado
$181K – – –
LCM
1581
Logan Capital Management
Pennsylvania
$174K +$12.9K +187 +8%
RIA
1582
Realta Investment Advisors
Delaware
$174K – – –
CSB
1583
City State Bank
Iowa
$172K – – –
DWA
1584
Delos Wealth Advisors
Texas
$168K – – –
USB
1585
Union Savings Bank
Connecticut
$167K -$160K -2,320 -49%
ACA
1586
Aptus Capital Advisors
Alabama
$166K +$19.4K +281 +13%
RLIM
1587
Red Lighthouse Investment Management
New York
$165K – – –
TCPG
1588
Trivant Custom Portfolio Group
California
$164K +$24.5K +356 +18%
BWP
1589
Baldwin Wealth Partners
Massachusetts
$163K – – –
MCA
1590
Maryland Capital Advisors
Maryland
$159K -$1.72K -25 -1%
CHA
1591
Carmichael Hill & Associates
Maryland
$159K -$9.65K -140 -6%
KOCAA
1592
Knights of Columbus Asset Advisors
Connecticut
$157K – – –
BCP
1593
Blue Chip Partners
Michigan
$155K +$827 +12 +0.5%
CFO
1594
Colony Family Offices
North Carolina
$154K +$67.4K +978 +78%
FFC
1595
First Financial Corp
Indiana
$154K +$5.86K +85 +4%
EWM
1596
Evermay Wealth Management
Virginia
$153K – – –
FCT
1597
First Community Trust
Iowa
$151K – – –
FFA
1598
Founders Financial Alliance
North Carolina
$151K -$482 -7 -0.3%
FRA
1599
Front Row Advisors
California
$147K -$24.3K -353 -14%
SC
1600
Solstein Capital
California
$141K +$2.76K +40 +2%
62 63
64
65 66