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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,718 hedge funds and large institutions have $38.2B invested in iShares MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 485 increasing their positions, 753 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,718
Holders Change
+22
Holders Change %
+1.3%
% of All Funds
27.5%
Holding in Top 10
177
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+10.63%
% of All Funds
2.83%
New
152
Increased
485
Reduced
753
Closed
89
Calls
$3.75B
Puts
$5.93B
Net Calls
-$2.18B
Net Calls Change
+$537M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$485M
2
BlackRock
BlackRock
New York
$4.9B
3
CM
Churchill Management
California
$188M
4
Morgan Stanley
Morgan Stanley
New York
$1.83B
5
UBS Group
UBS Group
Switzerland
$895M

Top Sellers

1
Jane Street
Jane Street
New York
$227M
2
Ameriprise
Ameriprise
Minnesota
$129M
3
WCM Investment Management
WCM Investment Management
California
$5.07M
4
Bank of America
Bank of America
North Carolina
$2.4B
5
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWANC
1701
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.08K +$1.79K +25 +42%
RG
1702
Retirement Group
California
$6K +$1.5K +20 +33%
IRAG
1703
Investment Research & Advisory Group
Georgia
$4.58K – – –
TIM
1704
Thompson Investment Management
Wisconsin
$4.43K +$4.43K +62 New
RCM
1705
Raleigh Capital Management
North Carolina
$4.36K +$4.36K +61 New
FIM
1706
FWL Investment Management
Texas
$4.01K – – –
AF
1707
Arrow Financial
New York
$3.86K -$1.14K -16 -23%
FWM
1708
Focused Wealth Management
New York
$3.29K – – –
LWA
1709
Lowe Wealth Advisors
Maryland
$3.15K – – –
Allianz Asset Management
1710
Allianz Asset Management
Germany
$1.57K -$215 -3 -12%
WWP
1711
WR Wealth Planners
Missouri
$1.5K – – –
AWM
1712
Aspire Wealth Management
Massachusetts
$1.17K – – –
IRC
1713
Investors Research Corp
Georgia
$1.07K – – –
UFF
1714
USA Financial Formulas
Michigan
$1.07K +$1.07K +15 New
FMP
1715
Financial Management Professionals
Texas
$1K -$2K -18 -67%
TFA
1716
Transamerica Financial Advisors
Florida
$1K – – –
HI
1717
Horizon Investments
North Carolina
$572 +$572 +8 New
WPWM
1718
Western Pacific Wealth Management
Illinois
$500 – – –
PCA
1719
Providence Capital Advisors
North Carolina
$286 – – –
GWSA
1720
Global Wealth Strategies & Associates
Colorado
$42 +$42 +1 New
OMC
1721
Old Mission Capital
Illinois
– -$110M -1,669,592 Closed
HF
1722
HRT Financial
New York
– -$76.2M -1,160,586 Closed
AC
1723
Allstate Corporation
Illinois
– -$64.4M -981,198 Closed
SG
1724
StoneX Group
New York
– -$12.1M -185,067 Closed
LGWM
1725
Litman Gregory Wealth Management
California
– -$11.9M -180,585 Closed
67 68
69
70 71