EFA icon

iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,696 hedge funds and large institutions have $39.7B invested in iShares MSCI EAFE ETF in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 560 increasing their positions, 690 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,696
Holders Change
+114
Holders Change %
+7.21%
% of All Funds
27.36%
Holding in Top 10
160
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+26.98%
% of All Funds
2.58%
New
241
Increased
560
Reduced
690
Closed
89
Calls
$3.95B
Puts
$6.67B
Net Calls
-$2.72B
Net Calls Change
+$1.18B

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$3.41B
2
Jane Street
2
Jane Street
New York
$689M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.52B
4
WCM Investment Management
4
WCM Investment Management
California
$189M
5
Bank of America
5
Bank of America
North Carolina
$2.38B

Top Sellers

1
BlackRock
1
BlackRock
New York
$4.29B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.63B
3
CCM
3
Causeway Capital Management
California
$1.29M
4
BOTOTLSJU
4
Board of Trustees of The Leland Stanford Junior University
California
$363M
5
Barclays
5
Barclays
United Kingdom
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
351
HB Wealth Management
Georgia
$7.47M +$966K +14,720 +15%
TWM
352
Tolleson Wealth Management
Texas
$7.41M – – –
CASB
353
Cape Ann Savings Bank
Massachusetts
$7.39M +$201K +3,059 +3%
FDCDDQ
354
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.38M -$119K -1,818 -2%
SPC
355
Sigma Planning Corp
Michigan
$7.3M +$114K +1,734 +2%
CA
356
Clearstead Advisors
Ohio
$7.3M +$164K +2,492 +2%
JWCA
357
J.W. Cole Advisors
Florida
$7.28M +$1.77M +26,907 +32%
LC
358
Lavaca Capital
Texas
$7.18M +$6.95M +105,821 +2,944%
PGWM
359
Pitti Group Wealth Management
New York
$7.17M +$12.5K +191 +0.2%
Charles Schwab
360
Charles Schwab
California
$7.13M +$2.39M +36,386 +50%
LC
361
Lindbrook Capital
California
$7.09M -$459K -6,999 -6%
WT
362
Washington Trust
Rhode Island
$7.07M -$736K -11,217 -9%
PIA
363
Powell Investment Advisors
Florida
$7.06M -$9.78K -149 -0.1%
CCM
364
Coldstream Capital Management
Washington
$7.03M +$7.03M +107,126 New
VWM
365
Venturi Wealth Management
Texas
$7.01M -$3.44M -52,435 -33%
GC
366
Grimes & Company
Massachusetts
$6.98M -$635K -9,672 -8%
BFPW
367
BOK Financial Private Wealth
Colorado
$6.97M -$369K -5,614 -5%
BWP
368
BSW Wealth Partners
Colorado
$6.91M -$1.46M -22,200 -17%
CBB
369
Citizens Business Bank
California
$6.87M -$75.9K -1,156 -1%
FMWA
370
Forvis Mazars Wealth Advisors
Missouri
$6.87M -$63.9K -974 -0.9%
GVAG
371
Great Valley Advisor Group
Delaware
$6.78M -$1.26M -19,254 -16%
SWRP
372
Summit Wealth & Retirement Planning
California
$6.74M -$124K -1,890 -2%
NL
373
NEPC LLC
Massachusetts
$6.69M -$91.2K -1,389 -1%
WCWM
374
Wooster Corthell Wealth Management
Connecticut
$6.61M +$95.6K +1,457 +1%
CGFA
375
Colton Groome Financial Advisors
North Carolina
$6.6M +$2.32M +35,357 +54%
13 14
15
16 17