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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
+$1.06B
2
Jane Street
Jane Street
New York
+$160M
3
Morgan Stanley
Morgan Stanley
New York
+$159M
4
WCM Investment Management
WCM Investment Management
California
+$154M
5
Bank of America
Bank of America
North Carolina
+$150M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.06B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$494M
3
CCM
Causeway Capital Management
California
-$279M
4
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$213M
5
Barclays
Barclays
United Kingdom
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
726
Thrive Wealth Management
Pennsylvania
$1.88M -$848K -12,912 -31%
BFO
727
Biltmore Family Office
North Carolina
$1.86M -$448K -6,828 -19%
WF
728
Welch & Forbes
Massachusetts
$1.85M -$491K -7,476 -21%
NFG
729
Nations Financial Group
Iowa
$1.85M -$67.6K -1,030 -4%
WFA
730
Wade Financial Advisory
California
$1.85M +$525 +8 +0%
HTC
731
Haverford Trust Company
Pennsylvania
$1.84M -$1.26M -19,231 -41%
HAC
732
Harbor Advisory Corp
New Hampshire
$1.83M +$178K +2,711 +11%
BBA
733
BLB&B Advisors
Pennsylvania
$1.83M +$57.7K +879 +3%
AP
734
Appleton Partners
Massachusetts
$1.82M -$193K -2,936 -10%
AB
735
Atlas Brown
Kentucky
$1.81M -$9.91K -151 -0.5%
AIA
736
Arcadia Investment Advisors
Idaho
$1.81M +$35.1K +534 +2%
LFASL
737
Lugano Financial Advisors SA (LFA)
Switzerland
$1.81M -$135K -2,060 -7%
PWAC
738
Private Wealth Advisors (California)
California
$1.8M -$53.3K -812 -3%
WAS
739
Wealth Advisory Solutions
Indiana
$1.8M -$3.5M -53,264 -66%
BWM
740
BigSur Wealth Management
Florida
$1.79M – – –
UCIG
741
Ulrich Consultants & Investment Group
New Mexico
$1.79M +$133K +2,025 +8%
SFA
742
Sequoia Financial Advisors
Ohio
$1.77M -$213K -3,240 -11%
HL
743
HeadInvest LLC
Maine
$1.76M -$76.8K -1,170 -4%
NCG
744
Newport Capital Group
New Jersey
$1.75M -$1.72M -26,268 -50%
SWM
745
Shelton Wealth Management
Texas
$1.75M +$1.75M +26,680 New
TC
746
TownSquare Capital
Utah
$1.74M -$64.3K -980 -4%
HWM
747
Horizons Wealth Management
North Carolina
$1.74M +$508K +7,739 +41%
SPIO
748
Seven Post Investment Office
California
$1.73M -$110K -1,672 -6%
SWA
749
Stratos Wealth Advisors
Ohio
$1.71M +$630K +9,605 +58%
SIA
750
Strategic Investment Advisors
Michigan
$1.71M -$369K -5,623 -18%
28 29
30
31 32