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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,855 hedge funds and large institutions have $42.7B invested in iShares MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 657 increasing their positions, 678 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+116
Holders Change %
+6.67%
% of All Funds
27.2%
Holding in Top 10
163
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.62%
% of All Funds
2.39%
New
230
Increased
657
Reduced
678
Closed
80
Calls
$5.91B
Puts
$7.38B
Net Calls
-$1.47B
Net Calls Change
+$908M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.63B
2
Jane Street
Jane Street
New York
$959M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.76B
4
TD Asset Management
TD Asset Management
Ontario, Canada
$429M
5
JHU
Johns Hopkins University
Maryland
$138M

Top Sellers

1
CCM
Causeway Capital Management
California
$0
2
UBS Group
UBS Group
Switzerland
$874M
3
BlackRock
BlackRock
New York
$5.6B
4
AIG
American International Group
New York
$3.79M
5
HNB
Huntington National Bank
Ohio
$80.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
151
Castleark Management
Illinois
$27.5M – – –
CCB
152
Country Club Bank
Missouri
$27.4M -$207K -2,754 -0.7%
TPCW
153
TD Private Client Wealth
New York
$27.4M -$15.8M -209,643 -37%
BCM
154
Becker Capital Management
Oregon
$27.3M +$4.42M +58,703 +19%
TWM
155
Tanglewood Wealth Management
Texas
$27.2M +$4.39M +58,239 +19%
SL
156
Salomon & Ludwin
Virginia
$26.9M – – –
SI
157
Stephens Inc
Arkansas
$26.7M -$34.6M -459,292 -56%
SGI
158
Swan Global Investments
Colorado
$26M -$3.53M -46,900 -12%
DADC
159
D.A. Davidson & Co
Montana
$25.6M +$1.32M +17,460 +5%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$25.5M +$3.59M +47,579 +16%
IGAM
161
iA Global Asset Management
Quebec, Canada
$25.4M -$685K -9,093 -3%
Retirement Systems of Alabama
162
Retirement Systems of Alabama
Alabama
$25.3M – – –
CGPCS
163
Capital Group Private Client Services
California
$25.3M +$21.9M +290,386 +645%
BCI
164
Brinker Capital Investments
Pennsylvania
$25M -$767K -10,227 -3%
OPS
165
Orion Portfolio Solutions
Nebraska
$25M -$767K -10,227 -3%
CWS
166
Confluence Wealth Services
Pennsylvania
$24.6M +$13.8M +183,415 +128%
GBWM
167
Granite Bay Wealth Management
New Hampshire
$24.5M -$8.22M -116,592 -25%
PFP
168
Pinnacle Financial Partners
Tennessee
$24.4M +$808K +10,723 +3%
FLPIM
169
F.L. Putnam Investment Management
Massachusetts
$24.3M +$13.2M +174,596 +118%
MC
170
Minot Capital
Colorado
$24.2M +$6.14M +81,429 +34%
FCFC
171
First Commonwealth Financial Corp
Pennsylvania
$23.4M +$120K +1,588 +0.5%
RJT
172
Raymond James Trust
Florida
$23.2M +$3.17M +42,064 +16%
CI
173
Conning Inc
Connecticut
$23.2M -$806K -10,698 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
174
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$23.1M -$14.6M -194,000 -39%
BPA
175
Beacon Pointe Advisors
California
$23M -$153K -2,030 -0.7%
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