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

Top Sellers

1
BlackRock
BlackRock
New York
$4.29B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.63B
3
CCM
Causeway Capital Management
California
$1.29M
4
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$363M
5
Barclays
Barclays
United Kingdom
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
601
Belpointe Asset Management
Nevada
$2.76M -$525 -8 -0%
WFM
602
Wolff Financial Management
Michigan
$2.74M -$773K -11,777 -22%
RI
603
Rinkey Investments
California
$2.72M +$2.72M +41,372 New
GWWM
604
Great Waters Wealth Management
Minnesota
$2.7M +$2.7M +37,607 New
CIA
605
Choate Investment Advisors
Massachusetts
$2.69M +$12.6K +192 +0.5%
NEPWA
606
New England Private Wealth Advisors
Massachusetts
$2.69M +$10.6K +162 +0.4%
KPWS
607
Kestra Private Wealth Services
Texas
$2.68M +$208K +3,165 +8%
AWM
608
Apollon Wealth Management
South Carolina
$2.66M +$14.8K +225 +0.6%
AFS
609
Annapolis Financial Services
Maryland
$2.66M – – –
JFL
610
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.65M +$2.65M +40,445 New
PWM
611
Palumbo Wealth Management
New York
$2.65M -$69.1K -1,053 -3%
PFA
612
Pettinga Financial Advisors
Indiana
$2.65M -$124K -1,883 -4%
SSWM
613
Sheets Smith Wealth Management
North Carolina
$2.64M -$26.5K -404 -1%
CT
614
Coastline Trust
Rhode Island
$2.64M +$9.52K +145 +0.4%
NCM
615
Neumann Capital Management
California
$2.64M -$1.29M -19,612 -33%
AFA
616
American Financial Advisors
Georgia
$2.63M +$15.9K +242 +0.6%
BOM
617
Bank of Marin
California
$2.63M +$69.8K +1,063 +3%
SBL
618
Sargent Bickham Lagudis
Colorado
$2.63M +$68.3K +1,041 +3%
IIM
619
InTrack Investment Management
Vermont
$2.62M +$182K +2,775 +7%
LC
620
LTG Capital
Massachusetts
$2.6M +$2.16M +32,892 +492%
RCA
621
Rex Capital Advisors
Rhode Island
$2.59M +$2.59M +39,499 New
PFS
622
Prospera Financial Services
Texas
$2.59M -$660K -10,050 -20%
WGCA
623
Wolf Group Capital Advisors
Virginia
$2.58M -$1.22M -18,532 -32%
NL
624
NWAM LLC
Washington
$2.57M +$188K +2,861 +8%
CFMC
625
Curbstone Financial Management Corp
New Hampshire
$2.56M +$6.56K +100 +0.3%
23 24
25
26 27