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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 %
Carson Wealth (CWM LLC)
826
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$48.1K +859 +5%
SSG
827
Summit Securities Group
New York
$1.07M -$207K -3,700 -16%
MG
828
Mather Group
Illinois
$1.06M -$263K -4,697 -20%
GT
829
Glenview Trust
Kentucky
$1.06M -$39.6K -707 -4%
SFS
830
Sowell Financial Services
Arkansas
$1.06M +$1.06M +18,866 New
ECM
831
Evergreen Capital Management
Washington
$1.06M +$340K +6,078 +48%
TBWA
832
Three Bridge Wealth Advisors
California
$1.05M -$78.4K -1,400 -7%
HWM
833
Horizons Wealth Management
North Carolina
$1.05M +$50.8K +906 +5%
TIM
834
Tortoise Investment Management
New York
$1.05M -$45.9K -820 -4%
PIMG
835
Patriot Investment Management Group
Tennessee
$1.04M -$77K -1,375 -7%
MA
836
Momentum Advisors
New York
$1.04M +$54.8K +978 +6%
HCA
837
Harbour Capital Advisors
Virginia
$1.04M -$61.4K -1,086 -6%
NSIM
838
North Star Investment Management
Illinois
$1.04M – – –
APP
839
Avantax Planning Partners
Iowa
$1.03M -$866K -15,467 -46%
Bank Julius Baer & Co
840
Bank Julius Baer & Co
Switzerland
$1.03M +$204K +3,641 +25%
PFM
841
Parsec Financial Management
North Carolina
$1.03M -$14K -250 -1%
MAM
842
Magellan Asset Management
Australia
$1.03M -$156K -2,793 -13%
BFC
843
Bedel Financial Consulting
Indiana
$1.02M +$272K +4,464 +36%
IWM
844
IHT Wealth Management
Illinois
$1.02M -$1.3M -23,192 -56%
SIA
845
Stegner Investment Associates
Kentucky
$1.02M -$162K -2,849 -14%
CCT
846
Chemung Canal Trust
New York
$1.01M -$193K -3,453 -16%
MA
847
MBA Advisors
Pennsylvania
$1.01M -$9.63K -172 -0.9%
TTWM
848
TCV Trust & Wealth Management
Virginia
$1M +$8.96K +160 +0.9%
PPW
849
Parcion Private Wealth
Washington
$1M -$8.29M -147,934 -89%
EWS
850
Evergreen Wealth Solutions
Pennsylvania
$1M +$230K +4,109 +30%
32 33
34
35 36