EFA icon

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 %
GC
1626
Gould Capital
Washington
$85.3K -$4.89K -72 -5%
HF
1627
Halpern Financial
Virginia
$80.3K -$3.45K -50 -4%
AFG
1628
Albion Financial Group
Utah
$76.3K – – –
CMP
1629
Coston McIsaac & Partners
Maine
$76K – – –
RAM
1630
Ramirez Asset Management
New York
$75.8K +$75.8K +1,100 New
GWM
1631
Guardian Wealth Management
Illinois
$74K – – –
FPFS
1632
First Personal Financial Services
North Carolina
$68.9K – – –
CWM
1633
Consultiva Wealth Management
Puerto Rico
$68.9K – – –
AC
1634
AlphaCore Capital
California
$68.7K – – –
BCMLT
1635
Beacon Capital Management LLC (Tennessee)
Tennessee
$66.6K – – –
GIP
1636
Granite Investment Partners
California
$65.5K – – –
GWM
1637
Grand Wealth Management
Michigan
$61.9K – – –
HIIFS
1638
Harel Insurance Investments & Financial Services
Israel
$60K – – –
AA
1639
Addison Advisors
Vermont
$57.5K +$53.5K +776 +1,315%
SSG
1640
Summit Securities Group
New York
$55K -$523K -7,600 -90%
LIA
1641
Luken Investment Analytics
Tennessee
$53.3K -$45.1K -654 -46%
PSB
1642
Piscataqua Savings Bank
New Hampshire
$50.7K – – –
SN
1643
Sittner & Nelson
Oregon
$49.6K – – –
BL
1644
Balentine LLC
Georgia
$48.9K – – –
HC
1645
Hoese & Co
Minnesota
$48.9K – – –
BCM
1646
Barometer Capital Management
Ontario, Canada
$48.2K -$558K -8,100 -92%
LFA
1647
Level Financial Advisors
New York
$47.8K -$13.9K -202 -23%
CIA
1648
Cape Investment Advisory
Georgia
$47.8K – – –
WFA
1649
West Financial Advisors
Iowa
$47.2K – – –
WOSD
1650
WFA of San Diego
California
$47.2K – – –
64 65
66
67 68