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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 %
ClearBridge Investments
1726
ClearBridge Investments
New York
– -$10.8M -164,725 Closed
PWPCM
1727
Perella Weinberg Partners Capital Management
New York
– -$10.8M -164,201 Closed
BA
1728
Bridgewater Associates
Connecticut
– -$9.36M -142,590 Closed
BCM
1729
BlueCrest Capital Management
Jersey
– -$8.22M -125,300 Closed
USAA
1730
United Services Automobile Association
Texas
– -$5.91M -89,973 Closed
Belvedere Trading
1731
Belvedere Trading
Illinois
– -$5.27M -80,325 Closed
WAM
1732
Wakefield Asset Management
Colorado
– -$4.83M -73,554 Closed
GLLW
1733
Graves Light Lenhart Wealth
Virginia
– -$4.46M -67,968 Closed
HCM
1734
Hudson Capital Management
New Jersey
– -$4.38M -66,761 Closed
Walleye Trading
1735
Walleye Trading
New York
– -$3.46M -52,636 Closed
VAS
1736
Vestmark Advisory Solutions
Massachusetts
– -$2.99M -45,605 Closed
HL
1737
Harding Loevner
New Jersey
– -$2.79M -42,567 Closed
PA
1738
Paragon Advisors
Texas
– -$2.54M -38,760 Closed
TF
1739
TLWM Financial
Texas
– -$2.3M -35,102 Closed
CWA
1740
CM Wealth Advisors
Ohio
– -$2.23M -33,923 Closed
JFG
1741
Jefferies Financial Group
New York
– -$1.99M -30,387 Closed
WA
1742
Wealth Alliance
New York
– -$1.89M -28,776 Closed
NCG
1743
Newport Capital Group
New Jersey
– -$1.75M -26,719 Closed
SWM
1744
Shelton Wealth Management
Texas
– -$1.75M -26,680 Closed
HJGA
1745
Hardman Johnston Global Advisors
Connecticut
– -$1.58M -24,110 Closed
HT
1746
Headlands Technologies
Illinois
– -$1.44M -21,990 Closed
HAS
1747
HBW Advisory Services
California
– -$1.37M -20,853 Closed
CCM
1748
Causeway Capital Management
California
– -$1.29M -19,596 Closed
MAM
1749
Magellan Asset Management
Australia
– -$1.16M -17,669 Closed
RGC
1750
Roberts, Glore & Co
Illinois
– -$1.06M -16,096 Closed
68 69
70
71 72