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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
1
US Bancorp
Minnesota
$514M
2
CCM
2
Causeway Capital Management
California
$330M
3
SG Americas Securities
3
SG Americas Securities
New York
$221M
4
UBS Group
4
UBS Group
Switzerland
$1B
5
NMIMC
5
Northwestern Mutual Investment Management Company
Wisconsin
$207M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$138M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.43B
3
BOTOTLSJU
3
Board of Trustees of The Leland Stanford Junior University
California
$0
4
CM
4
Churchill Management
California
$0
5
Bank of America
5
Bank of America
North Carolina
$2.24B
Name Holding Trade Value Shares
Change 		Shares
Change %
SHFP
1751
Second Half Financial Partners
Florida
– -$6.82M -94,066 Closed
DBG
1752
De Burlo Group
Massachusetts
– -$6.36M -87,700 Closed
AIA
1753
Arrow Investment Advisors
Maryland
– -$6.06M -83,558 Closed
ASFA
1754
All Season Financial Advisors
Colorado
– -$5.4M -74,474 Closed
RWA
1755
Redhawk Wealth Advisors
Minnesota
– -$4.68M -64,523 Closed
SC
1756
Sykon Capital
New York
– -$3.92M -54,018 Closed
JFG
1757
Jefferies Financial Group
New York
– -$3.81M -52,600 Closed
PP
1758
Paloma Partners
Connecticut
– -$3.07M -42,373 Closed
WC
1759
Waterloo Capital
Texas
– -$3.03M -41,739 Closed
DWA
1760
Dorsey Wright & Associates
California
– -$2.96M -40,794 Closed
RCM
1761
RNC Capital Management
California
– -$2.51M -34,603 Closed
CIAS
1762
CFS Investment Advisory Services
New Jersey
– -$2.42M -33,355 Closed
TI
1763
Tidal Investments
Wisconsin
– -$2.27M -31,283 Closed
LA
1764
Latitude Advisors
Florida
– -$2.04M -28,079 Closed
TA
1765
Tactive Advisors
Florida
– -$1.54M -21,217 Closed
IUHSA
1766
Itau Unibanco Holding S.A.
Brazil
– -$1.52M -20,954 Closed
Marshall Wace
1767
Marshall Wace
United Kingdom
– -$1.43M -19,700 Closed
IWP
1768
Innova Wealth Partners
Pennsylvania
– -$1.41M -19,452 Closed
PFA
1769
Professional Financial Advisors
Nebraska
– -$1.4M -19,311 Closed
RWM
1770
Revisor Wealth Management
Ohio
– -$1.28M -17,611 Closed
CF
1771
Copperwynd Financial
Arizona
– -$1.18M -16,292 Closed
HIS
1772
Harvest Investment Services
Illinois
– -$1.1M -15,138 Closed
WMSA
1773
Weiss Multi-Strategy Advisers
New York
– -$1.04M -14,394 Closed
WP
1774
WealthSource Partners
California
– -$1.02M -14,088 Closed
IIM
1775
INTECH Investment Management
Florida
– -$908K -12,523 Closed
69 70
71
72 73