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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 %
CC
201
Courier Capital
New York
$19.1M +$4.82K +64 +0%
LSAG
202
Lake Street Advisors Group
New Hampshire
$19M +$325K +4,316 +2%
PGA
203
Portland Global Advisors
Maine
$18.8M -$87.5K -1,161 -0.5%
CS
204
Credit Suisse
Switzerland
$18.6M +$1.05M +13,965 +6%
TWA
205
Tandem Wealth Advisors
Arizona
$18.5M -$360K -4,776 -2%
HWA
206
Heartwood Wealth Advisors
Virginia
$18.3M +$61.4K +815 +0.3%
AFO
207
Allie Family Office
Florida
$18.1M -$139K -1,847 -0.8%
MFIM
208
Mesirow Financial Investment Management
Illinois
$18.1M +$18.1M +348,942 New
RW
209
RVW Wealth
California
$18M -$833K -11,060 -4%
Manulife (Manufacturers Life Insurance)
210
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.9M +$7.63M +101,248 +74%
BJL
211
Brighton Jones LLC
Washington
$17.8M -$118K -1,568 -0.7%
STA
212
Summit Trail Advisors
New York
$17.8M -$680K -9,027 -4%
YCG
213
Yeomans Consulting Group
Georgia
$17.7M +$17.7M +234,879 New
FTA
214
Financial & Tax Architects
Missouri
$17.4M -$1.35M -17,881 -7%
CGFA
215
Colton Groome Financial Advisors
North Carolina
$17.2M +$3.1M +41,174 +22%
RMC
216
Regis Management Company
California
$17.1M – – –
CM
217
Cornerstone Management
Georgia
$17M +$117K +1,557 +0.7%
PFM
218
Patton Fund Management
Texas
$16.8M -$353K -4,683 -2%
SPIA
219
Steward Partners Investment Advisory
New York
$16.6M +$668K +8,864 +4%
PP
220
Prosperity Planning
Missouri
$16.5M +$468K +6,205 +3%
Belvedere Trading
221
Belvedere Trading
Illinois
$16.4M +$15.1M +200,640 +1,179%
CFO
222
Callan Family Office
Pennsylvania
$16.4M -$2.93M -38,845 -15%
VC
223
Vestor Capital
Illinois
$16.3M +$168K +2,233 +1%
QIM
224
Quest Investment Management
Oregon
$16.3M +$30.1K +400 +0.2%
EH
225
Equitable Holdings
New York
$16.1M +$805K +10,677 +5%
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