EFA icon

iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,855 hedge funds and large institutions have $42.7B invested in iShares MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 657 increasing their positions, 678 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+116
Holders Change %
+6.67%
% of All Funds
27.2%
Holding in Top 10
163
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.62%
% of All Funds
2.39%
New
230
Increased
657
Reduced
678
Closed
80
Calls
$5.91B
Puts
$7.38B
Net Calls
-$1.47B
Net Calls Change
+$908M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.63B
2
Jane Street
Jane Street
New York
$959M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.76B
4
TD Asset Management
TD Asset Management
Ontario, Canada
$429M
5
JHU
Johns Hopkins University
Maryland
$138M

Top Sellers

1
CCM
Causeway Capital Management
California
$0
2
UBS Group
UBS Group
Switzerland
$874M
3
BlackRock
BlackRock
New York
$5.6B
4
AIG
American International Group
New York
$3.79M
5
HNB
Huntington National Bank
Ohio
$80.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
1901
Money Concepts Capital
Florida
– -$288K -4,181 Closed
TPWM
1902
Twelve Points Wealth Management
Massachusetts
– -$273K -3,958 Closed
HL
1903
Harding Loevner
New Jersey
– -$262K -3,804 Closed
MWPCG
1904
Measured Wealth Private Client Group
New Hampshire
– -$260K -3,769 Closed
FIM
1905
Freedom Investment Management
Connecticut
– -$254K -3,692 Closed
SCA
1906
SMH Capital Advisors
Texas
– -$249K -3,612 Closed
MWM
1907
Marion Wealth Management
Pennsylvania
– -$236K -3,426 Closed
PP
1908
Patten & Patten
Tennessee
– -$232K -3,366 Closed
IA
1909
IAM Advisory
Pennsylvania
– -$229K -3,320 Closed
AFAS
1910
Acorn Financial Advisory Services
Virginia
– -$218K -3,169 Closed
OWP
1911
Obermeyer Wealth Partners
Colorado
– -$217K -3,148 Closed
BFA
1912
Beacon Financial Advisory
Ohio
– -$209K -3,040 Closed
NWMG
1913
National Wealth Management Group
Ohio
– -$206K -2,995 Closed
PGIM
1914
Pacific Global Investment Management
California
– -$204K -2,962 Closed
SGK
1915
Steigerwald Gordon & Koch
Virginia
– -$202K -2,928 Closed
RIA
1916
Realta Investment Advisors
Delaware
– -$174K -2,400 Closed
CF
1917
Centaurus Financial
California
– -$109K -1,579 Closed
Legacy Financial Group (Iowa)
1918
Legacy Financial Group (Iowa)
Iowa
– -$97.7K -1,418 Closed
SL
1919
Savior LLC
Massachusetts
– -$96.8K -1,405 Closed
GWM
1920
Guardian Wealth Management
Illinois
– -$74K -1,074 Closed
SSG
1921
Summit Securities Group
New York
– -$55K -800 Closed
BCM
1922
Barometer Capital Management
Ontario, Canada
– -$48.2K -700 Closed
BCM
1923
BluePath Capital Management
Georgia
– -$37.1K -538 Closed
MIA
1924
Milestone Investment Advisors
Wisconsin
– -$33.4K -485 Closed
SC
1925
Sawyer & Company
Massachusetts
– -$33K -475 Closed
74 75 76
77
78