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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 %
DW
176
Domani Wealth
Pennsylvania
$21.4M +$125K +1,751 +0.6%
BFP
177
Brewster Financial Planning
New York
$21.3M -$275K -3,848 -1%
FPCP
178
Fort Point Capital Partners
California
$21M -$864K -12,078 -4%
PA
179
Prism Advisors
California
$20.8M -$535K -7,482 -3%
BPA
180
Beacon Pointe Advisors
California
$20.3M -$1.46M -20,350 -7%
FHB
181
First Hawaiian Bank
Hawaii
$20.3M -$85K -1,189 -0.4%
HFS
182
Hantz Financial Services
Michigan
$20.1M +$727K +10,161 +4%
SWP
183
Strategic Wealth Partners
Ohio
$20M +$3.48M +48,683 +21%
LI
184
Latigo Investments
Florida
$19.9M – – –
GMA
185
Glassy Mountain Advisors
Maryland
$19.9M +$19.9M +278,590 New
CFO
186
Callan Family Office
Pennsylvania
$19.6M +$16M +224,311 +453%
MCM
187
MAI Capital Management
Ohio
$19.6M -$659K -9,216 -3%
CRC
188
Curi RMB Capital
Illinois
$19.3M +$4.88M +68,264 +34%
AIM
189
Allen Investment Management
New York
$19.1M – – –
RW
190
RVW Wealth
California
$19.1M -$703K -9,829 -4%
BCM
191
Becker Capital Management
Oregon
$19.1M +$19.1M +266,981 New
DADC
192
D.A. Davidson & Co
Montana
$18.9M -$883K -12,340 -4%
SC
193
Savant Capital
Illinois
$18.6M +$14.5M +202,081 +347%
STA
194
Summit Trail Advisors
New York
$18.6M -$5.43M -75,912 -23%
PGA
195
Portland Global Advisors
Maine
$18.1M -$41.1K -575 -0.2%
CC
196
Courier Capital
New York
$17.9M +$198K +2,764 +1%
AC
197
Avestar Capital
New York
$17.9M +$429 +6 +0%
MGIA
198
Moneta Group Investment Advisors
Missouri
$17.8M +$4.78M +66,791 +37%
AFO
199
Allie Family Office
Florida
$17.7M +$621K +8,719 +4%
Lido Advisors
200
Lido Advisors
California
$17.6M +$3.64M +50,891 +26%
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