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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,582 hedge funds and large institutions have $33.5B invested in iShares MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 467 increasing their positions, 731 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,582
Holders Change
-89
Holders Change %
-5.33%
% of All Funds
27.36%
Holding in Top 10
126
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-13.7%
% of All Funds
2.18%
New
69
Increased
467
Reduced
731
Closed
134
Calls
$2.62B
Puts
$6.52B
Net Calls
-$3.9B
Net Calls Change
+$331M

Top Buyers

1
CCM
Causeway Capital Management
California
+$238M
2
BlackRock
BlackRock
New York
+$183M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$175M
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$97.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$75.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$511M
2
Barclays
Barclays
United Kingdom
-$131M
3
WCM Investment Management
WCM Investment Management
California
-$130M
4
Capital International Investors
Capital International Investors
California
-$106M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
676
Main Street Financial Solutions
Pennsylvania
$1.68M +$110K +1,965 +7%
BO
677
Bank OZK
Arkansas
$1.68M -$78.1K -1,394 -4%
MFC
678
Morris Financial Concepts
South Carolina
$1.67M -$788K -14,071 -32%
MCM
679
Maple Capital Management
Vermont
$1.67M -$117K -1,810 -7%
LFASL
680
Lugano Financial Advisors SA (LFA)
Switzerland
$1.66M – – –
EWA
681
EverSource Wealth Advisors
Alabama
$1.66M -$7.17K -128 -0.4%
DWM
682
Dakota Wealth Management
Florida
$1.65M -$1.69M -30,180 -51%
WA
683
WBH Advisory
Maryland
$1.64M +$1.37M +24,543 +516%
NFG
684
Nations Financial Group
Iowa
$1.63M -$26.4K -471 -2%
MWM
685
Meridian Wealth Management
Kentucky
$1.63M -$679K -12,130 -29%
CAM
686
Congress Asset Management
Massachusetts
$1.62M – – –
MPPLM
687
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.61M -$3.15M -56,155 -66%
HEIP
688
Hudson Edge Investment Partners
New Jersey
$1.6M +$1.6M +28,627 New
CCM
689
Condor Capital Management
New Jersey
$1.6M -$876K -15,636 -35%
EW
690
Evoke Wealth
California
$1.6M -$19.3K -344 -1%
CA
691
Capital Advantage
California
$1.59M +$1.59M +28,451 New
CT
692
Columbia Trust
Oregon
$1.59M +$728 +13 +0%
PWAC
693
Private Wealth Advisors (California)
California
$1.59M -$2.18K -39 -0.1%
PCA
694
Pallas Capital Advisors
Massachusetts
$1.58M -$170K -2,909 -10%
WFA
695
Wade Financial Advisory
California
$1.58M -$4.14K -74 -0.3%
HL
696
HeadInvest LLC
Maine
$1.57M -$8.12K -145 -0.5%
SPIO
697
Seven Post Investment Office
California
$1.57M – – –
AB
698
Atlas Brown
Kentucky
$1.56M -$15.7K -280 -1%
KA
699
Klingman & Associates
New York
$1.56M -$94.8K -1,693 -6%
TC
700
TownSquare Capital
Utah
$1.54M +$613K +10,947 +66%
26 27
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