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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 %
BA
1601
Ballast Advisors
Minnesota
$140K -$16.6K -241 -11%
First Manhattan
1602
First Manhattan
New York
$136K +$79.3K +1,150 +139%
BLC
1603
Brown, Lisle/Cummings
Rhode Island
$135K – – –
MHR
1604
Matthew Hamilton Rosenberg
$130K – – –
OSAM
1605
O'Shaughnessy Asset Management
Connecticut
$127K -$14.3K -207 -10%
WAG
1606
Windsor Advisory Group
Ohio
$124K +$3.65K +53 +3%
RFA
1607
Resurgent Financial Advisors
Georgia
$123K +$1.03K +15 +0.8%
PP
1608
PrairieView Partners
Minnesota
$121K -$30.5K -446 -20%
NG
1609
NWK Group
California
$110K -$38.8K -563 -26%
CF
1610
Centaurus Financial
California
$109K -$4.09M -59,255 -97%
HPIA
1611
Hamilton Point Investment Advisors
North Carolina
$108K – – –
OC
1612
Oakworth Capital
Alabama
$108K – – –
CFD
1613
Creative Financial Designs
Indiana
$106K – – –
KA
1614
Kozak & Associates
Colorado
$100K – – –
TCM
1615
TD Capital Management
Tennessee
$97.8K – – –
Legacy Financial Group (Iowa)
1616
Legacy Financial Group (Iowa)
Iowa
$97.7K +$97.7K +1,418 New
SL
1617
Savior LLC
Massachusetts
$96.8K +$96.8K +1,405 New
NSG
1618
Nalls Sherbakoff Group
Tennessee
$94.6K -$13.4K -194 -12%
TCCM
1619
Timber Creek Capital Management
Massachusetts
$92.8K -$150K -2,171 -62%
BWL
1620
Bogart Wealth LLC
Virginia
$90.5K – – –
SWA
1621
Sutton Wealth Advisors
Florida
$90.4K – – –
AIC
1622
Archer Investment Corporation
Indiana
$89.8K +$2.83K +41 +3%
BC
1623
Barrett & Company
Rhode Island
$89.5K – – –
DFA
1624
DHJJ Financial Advisors
Illinois
$87.7K +$87.7K +1,273 New
GWSG
1625
GPS Wealth Strategies Group
Colorado
$86.8K -$4.69K -68 -5%
63 64
65
66 67