ISHARES MSCI EAFE ETF (EFA) Institutional Ownership Changes & 13F Activity

ISHARES MSCI EAFE ETF (EFA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Causeway Capital Management, Mairs & Power Growth Fund, Hillman Value Fund, and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2023Sequoia Financial AdvisorsSell-6,44519,950$1,446,343
Q2 2023Mairs & Power Growth FundSell-3642,792$202,420
Q2 2023Hillman Value FundSell-35923,477$1,702,061
Q2 2023Matrix Private Capital GroupSell-34133,523$2,430,418
Q2 2023Matrix Advisors Value FundBuy815,449$1,120,028
Q1 2023Matrix Private Capital GroupBuy1,09833,864$2,421,953
Q1 2023Sequoia Financial AdvisorsSell-57426,395$1,887,791
Q1 2023Hillman Value FundBuy15723,836$1,704,779
Q1 2023Matrix Advisors Value FundSell-1415,441$1,104,351
Q4 2022Causeway Capital ManagementSell-4,249,85619,596$1,286,281
Q4 2022Matrix Advisors Value FundSell-5,14515,455$1,014,476
Q4 2022Sequoia Financial AdvisorsSell-3,24026,969$1,770,263
Q4 2022Mairs & Power Growth FundSell-2,7893,156$207,160
Q4 2022Matrix Private Capital GroupBuy1,10032,766$2,150,760
Q4 2022Hillman Value FundBuy1,01823,679$1,554,316
Q3 2022Causeway Capital ManagementBuy4,248,4584,269,452$239,132
Q3 2022Matrix Private Capital GroupBuy1,85731,666$1,774
Q3 2022Hillman Value FundBuy67822,661$1,269
Q3 2022Sequoia Financial AdvisorsSell-62330,209$1,692
Q3 2022Matrix Advisors Value FundBuy14020,600$1,154
Q2 2022Renaissance Technologies LLCSell-98,50069,100$4,318
Q2 2022Causeway Capital ManagementSell-47,60620,994$1,312
Q2 2022Sequoia Financial AdvisorsSell-8,04230,832$1,927
Q2 2022Matrix Advisors Value FundSell-1,22920,460$1,279
Q2 2022Matrix Private Capital GroupSell-1,02029,809$1,863
Q2 2022Hillman Value FundBuy92321,983$1,374
Q2 2022Mairs & Power Growth FundSell-8005,945$372
Q1 2022Causeway Capital ManagementBuy68,60068,600$5,049
Q1 2022Sequoia Financial AdvisorsBuy6,93638,874$2,861
Q1 2022Hillman Value FundBuy2,80221,060$1,550

Frequently asked questions about EFA activity

  • Which institutional owners are buying EFA?

    Institutional owners buying EFA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EFA activity?

    "Buy" means an investor increased their reported position in EFA compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI EAFE ETF (EFA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EFA increasing?

    Institutional interest in EFA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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