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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,725 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 613 increasing their positions, 692 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,725
Holders Change
-46
Holders Change %
-2.6%
% of All Funds
27.3%
Holding in Top 10
160
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.63%
% of All Funds
2.53%
New
113
Increased
613
Reduced
692
Closed
138
Calls
$2.71B
Puts
$8.53B
Net Calls
-$5.82B
Net Calls Change
-$706M

Top Buyers

1
BOTOTLSJU
1
Board of Trustees of The Leland Stanford Junior University
California
$416M
2
BlackRock
2
BlackRock
New York
$5.08B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$872M
4
Bank of America
4
Bank of America
North Carolina
$2.71B
5
Barclays
5
Barclays
United Kingdom
$346M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.59B
2
HMH
2
Hackensack Meridian Health
New Jersey
$66.2M
3
WL
3
WIT LLC
District of Columbia
$137K
4
Northern Trust
4
Northern Trust
Illinois
$1.65B
5
Ameriprise
5
Ameriprise
Minnesota
$571M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
276
Fiduciary Trust
Massachusetts
$12.2M -$139K -1,884 -1%
PP
277
Prosperity Planning
Missouri
$12.2M -$12.2M – –
GG
278
Gofen & Glossberg
Illinois
$12.2M +$71K +965 +0.6%
MSA
279
Mason Street Advisors
Wisconsin
$11.9M – – –
SDAM
280
Shulman DeMeo Asset Management
New York
$11.8M +$252K +3,418 +2%
RJT
281
Raymond James Trust
Florida
$11.7M -$646K -8,780 -5%
SBH
282
Segall Bryant & Hamill
Illinois
$11.7M +$11.7M +159,074 New
HWIS
283
Hancock Whitney Investment Services
Louisiana
$11.5M -$2M -27,231 -15%
MC
284
Martin & Co
Tennessee
$11.5M -$1.59M -21,609 -12%
AIM
285
Allen Investment Management
New York
$11.5M +$8.27M +112,294 +259%
ST
286
Sageworth Trust
Pennsylvania
$11.3M +$3.92M +53,300 +53%
BBHC
287
Brown Brothers Harriman & Co
New York
$11.3M -$6.48K -88 -0.1%
WPC
288
Waters Parkerson & Co
Louisiana
$11.2M +$185K +2,520 +2%
GCM
289
Gladius Capital Management
Illinois
$11.2M – – –
LI
290
Latigo Investments
Florida
$11M – – –
AWM
291
Axxcess Wealth Management
California
$10.9M -$298K -4,052 -3%
GWM
292
Geneos Wealth Management
Colorado
$10.9M -$746K -10,135 -6%
HWA
293
Heritage Wealth Advisors
Virginia
$10.8M +$9.74M +132,370 +885%
BCWM
294
Bartlett & Co Wealth Management
Ohio
$10.8M +$993K +13,498 +10%
BC
295
Bartlett & Co
Ohio
$10.8M +$993K +13,498 +10%
TWM
296
Tradition Wealth Management
Minnesota
$10.7M +$373K +5,069 +4%
CI
297
Cavalier Investments
Georgia
$10.7M +$813K +11,050 +8%
BWA
298
BDO Wealth Advisors
Florida
$10.6M +$2.13M +28,969 +25%
SWPG
299
Strategic Wealth Partners Group
Illinois
$10.6M -$532K -7,233 -5%
BWM
300
Brickley Wealth Management
California
$10.6M – – –
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12
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