EFA icon

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 %
RCM
1751
Radnor Capital Management
Pennsylvania
– -$1.06M -15,608 Closed
AAM
1752
Aureus Asset Management
Massachusetts
– -$1M -15,293 Closed
PSCM
1753
Per Stirling Capital Management
Texas
– -$1,000K -15,229 Closed
ACG
1754
Allen Capital Group
Nebraska
– -$849K -12,931 Closed
T. Rowe Price Associates
1755
T. Rowe Price Associates
Maryland
– -$755K -11,500 Closed
EBA
1756
Eagle Bay Advisors
New York
– -$688K -10,489 Closed
MW
1757
Marcum Wealth
Ohio
– -$657K -10,012 Closed
FFG
1758
Frisch Financial Group
New York
– -$604K -9,208 Closed
OWA
1759
Opal Wealth Advisors
New York
– -$603K -9,187 Closed
GI
1760
Glovista Investments
New Jersey
– -$562K -8,539 Closed
CF
1761
Clarity Financial
Texas
– -$550K -8,379 Closed
NWMG
1762
National Wealth Management Group
Ohio
– -$532K -8,110 Closed
TI
1763
Trexquant Investment
Connecticut
– -$530K -8,067 Closed
TCOK
1764
Trust Company of Kansas
Kansas
– -$521K -7,937 Closed
STB
1765
S&T Bank
Pennsylvania
– -$505K -7,701 Closed
BIP
1766
Blueprint Investment Partners
North Carolina
– -$504K -7,685 Closed
DWP
1767
Destiny Wealth Partners
Florida
– -$474K -7,218 Closed
GDP
1768
Great Diamond Partners
Maine
– -$391K -5,954 Closed
PFG
1769
Prosperity Financial Group
California
– -$382K -5,814 Closed
WG
1770
Welch Group
Alabama
– -$381K -5,808 Closed
MPM
1771
MBB Public Markets
Illinois
– -$378K -5,765 Closed
IWA
1772
Inspirion Wealth Advisors
Illinois
– -$369K -5,621 Closed
9WM
1773
9258 Wealth Management
Ohio
– -$342K -5,213 Closed
VI
1774
Vestcor Inc
New Brunswick, Canada
– -$310K -4,720 Closed
CLOS
1775
Compagnie Lombard Odier SCmA
Switzerland
– -$305K -4,651 Closed
69 70
71
72 73