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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 %
IRAG
1726
Investment Research & Advisory Group
Georgia
$4.41K – – –
TIM
1727
Thompson Investment Management
Wisconsin
$4.27K – – –
DF
1728
DecisionPoint Financial
Arizona
$3.86K – – –
FIM
1729
FWL Investment Management
Texas
$3.86K +$3.86K +56 New
FWM
1730
Focused Wealth Management
New York
$3.17K – – –
LWA
1731
Lowe Wealth Advisors
Maryland
$3.03K – – –
HGERS
1732
Householder Group Estate & Retirement Specialist
Arizona
$2.97K +$2.97K +43 New
NRG
1733
Nemes Rush Group
Michigan
$2.48K +$2.48K +36 New
Capstone Investment Advisors
1734
Capstone Investment Advisors
New York
$2.27K +$2.27K +33 New
WWP
1735
WR Wealth Planners
Missouri
$1.45K – – –
RCM
1736
Raleigh Capital Management
North Carolina
$1.24K +$1.24K +18 New
AWM
1737
Aspire Wealth Management
Massachusetts
$1.15K – – –
IRC
1738
Investors Research Corp
Georgia
$1.03K – – –
TFA
1739
Transamerica Financial Advisors
Florida
$1K – – –
FMP
1740
Financial Management Professionals
Texas
$1K +$667 +6 +200%
GWSA
1741
Global Wealth Strategies & Associates
Colorado
$41 – – –
BOTOTLSJU
1742
Board of Trustees of The Leland Stanford Junior University
California
– -$211M -2,916,154 Closed
CM
1743
Churchill Management
California
– -$190M -2,623,447 Closed
AI
1744
AdvisorShares Investments
Maryland
– -$40.4M -557,023 Closed
V
1745
Veritable
Delaware
– -$36.6M -504,552 Closed
BC
1746
Bricktown Capital
Michigan
– -$30.5M -420,507 Closed
OPAM
1747
Ocean Park Asset Management
California
– -$17.1M -236,098 Closed
JMF
1748
Johnson Midwest Financial
Iowa
– -$14.6M -201,649 Closed
AP
1749
Advisors Preferred
Maryland
– -$13.1M -181,171 Closed
Parallax Volatility Advisers
1750
Parallax Volatility Advisers
California
– -$13M -179,238 Closed
68 69
70
71 72