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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 %
LSAG
201
Lake Street Advisors Group
New Hampshire
$17.1M – – –
STA
202
Summit Trail Advisors
New York
$16.9M -$451K -6,549 -3%
Aristotle Capital Management
203
Aristotle Capital Management
California
$16.8M +$2.88M +41,791 +21%
NP
204
NorthRock Partners
Minnesota
$16.7M -$342K -4,961 -2%
HWA
205
Heartwood Wealth Advisors
Virginia
$16.6M +$23.2K +337 +0.1%
AFO
206
Allie Family Office
Florida
$16.6M +$78.6K +1,147 +0.5%
MC
207
Minot Capital
Colorado
$16.5M – – –
BJL
208
Brighton Jones LLC
Washington
$16.4M +$38K +551 +0.2%
CS
209
Credit Suisse
Switzerland
$16.1M -$1.97M -28,649 -11%
PFM
210
Patton Fund Management
Texas
$15.7M +$432K +6,264 +3%
RMC
211
Regis Management Company
California
$15.7M – – –
CM
212
Cornerstone Management
Georgia
$15.5M +$825K +11,966 +6%
PWM
213
PRW Wealth Management
Massachusetts
$15.4M +$15.4M +231,496 New
National Bank of Canada
214
National Bank of Canada
Quebec, Canada
$15.3M +$89K +1,318 +0.6%
FEG
215
Fund Evaluation Group
Ohio
$15.2M -$3.38M -50,637 -18%
EWM
216
Evercore Wealth Management
New York
$14.9M +$1.14M +16,587 +8%
QIM
217
Quest Investment Management
Oregon
$14.9M +$49.3K +716 +0.3%
MM
218
Main Management
California
$14.8M -$167K -2,421 -1%
VC
219
Vestor Capital
Illinois
$14.7M -$60.2K -873 -0.4%
RL
220
Rogco LP
Oklahoma
$14.7M +$14.7M +213,233 New
PP
221
Prosperity Planning
Missouri
$14.7M +$355K +5,147 +2%
CA
222
Clearstead Advisors
Ohio
$14.6M +$7.36M +106,729 +102%
SPIA
223
Steward Partners Investment Advisory
New York
$14.5M +$1.77M +25,751 +14%
Natixis Advisors
224
Natixis Advisors
Massachusetts
$14.5M +$86.2K +1,251 +0.6%
GWM
225
Geneos Wealth Management
Colorado
$14.4M +$71.8K +1,042 +0.5%
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