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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.

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 %
IFWM
1801
Institute for Wealth Management
Colorado
– -$301K -4,145 Closed
HVIA
1802
Hudson Valley Investment Advisors
New York
– -$289K -3,985 Closed
KM
1803
Kalos Management
Georgia
– -$288K -3,968 Closed
TFCP
1804
Twin Focus Capital Partners
Massachusetts
– -$265K -3,650 Closed
1WM
1805
1900 Wealth Management
Texas
– -$244K -3,368 Closed
LFA
1806
Legacy Financial Advisors
Kentucky
– -$242K -3,342 Closed
TF
1807
Theory Financial
Colorado
– -$232K -3,201 Closed
GFA
1808
Gallagher Fiduciary Advisors
Illinois
– -$226K -3,115 Closed
MP
1809
McDonald Partners
Ohio
– -$218K -3,006 Closed
TBNY
1810
Trustco Bank (New York)
New York
– -$215K -2,965 Closed
CSIC
1811
Clifford Swan Investment Counsel
California
– -$210K -2,900 Closed
PWP
1812
Private Wealth Partners
California
– -$210K -2,897 Closed
MCM
1813
Morton Capital Management
California
– -$210K -2,890 Closed
EFMC
1814
Empire Financial Management Company
New York
– -$209K -2,881 Closed
CPCM
1815
Cardinal Point Capital Management
Ontario, Canada
– -$209K -2,878 Closed
IF
1816
IRON Financial
Illinois
– -$208K -2,867 Closed
WFS
1817
Widmann Financial Services
Maryland
– -$206K -2,836 Closed
EA
1818
Eudaimonia Advisors
Tennessee
– -$205K -2,827 Closed
SP
1819
Successful Portfolios
Florida
– -$204K -2,816 Closed
IP
1820
Intellectus Partners
California
– -$204K -2,809 Closed
SFP
1821
Sweet Financial Partners
Minnesota
– -$203K -2,798 Closed
MPI
1822
Mairs & Power Inc
Minnesota
– -$202K -2,792 Closed
PMG
1823
Private Management Group
California
– -$202K -2,791 Closed
KA
1824
Kovack Advisors
Florida
– -$202K -2,787 Closed
FCA
1825
FLC Capital Advisors
California
– -$202K -2,786 Closed
70 71 72
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