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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.59B
2
HMH
Hackensack Meridian Health
New Jersey
$66.2M
3
WL
WIT LLC
District of Columbia
$137K
4
Northern Trust
Northern Trust
Illinois
$1.65B
5
Ameriprise
Ameriprise
Minnesota
$571M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
376
Gotham Asset Management
New York
$7.26M +$7.26M +98,682 New
GVAG
377
Great Valley Advisor Group
Delaware
$7.26M -$1.53M -20,433 -17%
DMIC
378
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.22M +$1.09M +14,871 +18%
Millennium Management
379
Millennium Management
New York
$7.12M -$2.01M -27,299 -22%
SWRP
380
Summit Wealth & Retirement Planning
California
$7.11M +$245K +3,322 +4%
CPA
381
Cardiff Park Advisors
California
$7.1M +$4.49K +61 +0.1%
FFA
382
Fi3 Financial Advisors
Indiana
$7.07M -$1.13M -15,287 -14%
RWA
383
Ropes Wealth Advisors
Massachusetts
$7.02M -$93.6K -1,272 -1%
BRWM
384
B. Riley Wealth Management
Tennessee
$6.97M +$1.14M +15,511 +20%
BFPW
385
BOK Financial Private Wealth
Colorado
$6.95M +$83.6K +1,136 +1%
CAG
386
Csenge Advisory Group
Florida
$6.85M -$269K -3,658 -4%
BA
387
Bristlecone Advisors
Washington
$6.61M +$736 +10 +0%
IBOK
388
Independence Bank of Kentucky
Kentucky
$6.55M +$553K +7,514 +9%
WAS
389
Wealth Advisory Solutions
Indiana
$6.53M +$6.53M +88,741 New
ECG
390
Edge Capital Group
Georgia
$6.47M -$1.2M -16,300 -16%
MMHP
391
Murphy Middleton Hinkle & Parker
Georgia
$6.47M +$502K +6,824 +8%
IF
392
Ironwood Financial
Arizona
$6.42M -$957 -13 -0%
AWM
393
Apollon Wealth Management
South Carolina
$6.36M +$2.68M +36,439 +73%
PFA
394
Pure Financial Advisors
California
$6.36M +$5.76M +78,264 +966%
TAM
395
Tocqueville Asset Management
New York
$6.33M -$589K -8,000 -9%
TFO
396
Tarbox Family Office
California
$6.31M -$10K -136 -0.2%
FSC
397
Full Sail Capital
Oklahoma
$6.3M +$433K +5,878 +7%
FMTC
398
Farmers & Merchants Trust Company
California
$6.29M +$60.7K +824 +1%
DWM
399
Dakota Wealth Management
Florida
$6.23M -$420K -5,708 -6%
CIA
400
Caerus Investment Advisors
Texas
$6.2M +$809K +12,399 +15%
14 15
16
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