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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 %
LSAG
201
Lake Street Advisors Group
New Hampshire
$17.6M -$1.41M -19,727 -7%
TWA
202
Tandem Wealth Advisors
Arizona
$17.5M -$832K -11,632 -5%
FCFC
203
First Commonwealth Financial Corp
Pennsylvania
$17.3M -$1.62M -22,614 -9%
Federated Hermes
204
Federated Hermes
Pennsylvania
$17.3M – – –
HWA
205
Heartwood Wealth Advisors
Virginia
$17.2M -$144K -2,007 -0.8%
MC
206
Minot Capital
Colorado
$17.1M – – –
RMC
207
Regis Management Company
California
$16.9M – – –
MIM
208
MetLife Investment Management
New Jersey
$16.4M +$12.5M +175,400 +327%
SFG
209
SNS Financial Group
Minnesota
$16.3M -$692K -9,671 -4%
PFM
210
Patton Fund Management
Texas
$16.3M +$238K +3,325 +1%
CM
211
Cornerstone Management
Georgia
$16.2M -$323K -4,514 -2%
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$16.2M -$1.54M -21,579 -9%
BJL
213
Brighton Jones LLC
Washington
$16.2M -$215K -3,004 -1%
IC
214
IEQ Capital
California
$16.1M +$1.51M +21,124 +10%
FTA
215
Financial & Tax Architects
Missouri
$15.9M +$1.79M +25,054 +13%
AIA
216
Alera Investment Advisors
Illinois
$15.8M -$670K -9,375 -4%
IA
217
IFP Advisors
Florida
$15.8M +$3.36M +62,583 +27%
CWP
218
Corepath Wealth Partners
Arizona
$15.7M +$313K +4,238 +2%
MM
219
Main Management
California
$15.6M +$747K +10,450 +5%
QIM
220
Quest Investment Management
Oregon
$15.3M +$768K +10,744 +5%
Natixis Advisors
221
Natixis Advisors
Massachusetts
$15M -$140K -1,959 -0.9%
VC
222
Vestor Capital
Illinois
$15M +$2.69M +37,553 +22%
MA
223
MCF Advisors
Kentucky
$14.9M -$836K -11,695 -5%
CFAM
224
Coury Firm Asset Management
Pennsylvania
$14.6M -$173K -2,425 -1%
EWM
225
Evercore Wealth Management
New York
$14.4M -$74K -1,034 -0.5%
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