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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 %
OPS
801
Orion Portfolio Solutions
Nebraska
$1.52M +$6.5K +99 +0.4%
ACM
802
Alamar Capital Management
California
$1.52M -$93K -1,417 -6%
CM
803
Castleark Management
Illinois
$1.51M – – –
EW
804
Evoke Wealth
California
$1.51M -$360K -5,488 -19%
Carson Wealth (CWM LLC)
805
Carson Wealth (CWM LLC)
Nebraska
$1.51M +$244K +3,714 +19%
RWPA
806
Richard W. Paul & Associates
Michigan
$1.5M +$1.5M +22,877 New
GIA
807
Gladstone Institutional Advisory
Florida
$1.49M +$195K +2,978 +15%
TVAMP
808
Tennessee Valley Asset Management Partners
Tennessee
$1.49M -$265K -4,043 -15%
SFS
809
Security Financial Services
Indiana
$1.48M -$231K -3,512 -13%
BWM
810
Baystate Wealth Management
Massachusetts
$1.48M +$1.51K +23 +0.1%
OL
811
Optas LLC
Texas
$1.48M – – –
SMA
812
Sage Mountain Advisors
Georgia
$1.48M +$163K +2,480 +12%
GRP
813
Global Retirement Partners
California
$1.47M +$226K +3,440 +18%
MSFS
814
Main Street Financial Solutions
Pennsylvania
$1.47M -$498K -7,584 -25%
AWM
815
Atticus Wealth Management
Florida
$1.47M +$1.47M +22,399 New
FFN
816
Focus Financial Network
Minnesota
$1.47M +$160K +2,443 +12%
TI
817
Truepoint Inc
Ohio
$1.46M +$161K +2,454 +12%
HT
818
Headlands Technologies
Illinois
$1.44M +$1.44M +21,990 New
LWIC
819
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.44M -$51.2K -780 -3%
PWLP
820
Prio Wealth Limited Partnership
Massachusetts
$1.44M +$12.5K +191 +0.9%
ACA
821
Anchor Capital Advisors
Massachusetts
$1.42M -$63.7K -971 -4%
SC
822
Steph & Co
Wisconsin
$1.42M -$101K -1,534 -7%
RMDI
823
R.M. Davis Inc
Maine
$1.42M -$159K -2,428 -10%
WP
824
Westmount Partners
California
$1.42M +$1.42M +21,558 New
WTB
825
Washington Trust Bank
Washington
$1.4M -$34.5K -526 -2%
31 32
33
34 35