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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 %
NHC
826
Nicholas Hoffman & Company
Georgia
$1.39M -$610K -9,289 -30%
TFA
827
Tobias Financial Advisors
Florida
$1.39M -$194K -2,959 -12%
SS
828
Sunbelt Securities
Texas
$1.39M -$6.43K -98 -0.5%
TPM
829
Triasima Portfolio Management
Quebec, Canada
$1.39M -$80K -1,218 -5%
CIP
830
Chartwell Investment Partners
Pennsylvania
$1.39M – – –
BBVA
831
Banco Bilbao Vizcaya Argentaria
Spain
$1.39M -$1.12M -17,103 -45%
KWM
832
Kingsview Wealth Management
Oregon
$1.38M -$192K -2,926 -12%
NFP
833
Narus Financial Partners
Utah
$1.38M +$34.7K +529 +3%
OPWM
834
Oakwell Private Wealth Management
Texas
$1.38M – – –
CCM
835
Condor Capital Management
New Jersey
$1.38M -$496K -7,553 -26%
GP
836
Greenline Partners
New York
$1.38M -$265K -4,030 -16%
AIM
837
Athena Investment Management
California
$1.37M +$28.9K +441 +2%
IWA
838
Icon Wealth Advisors
Texas
$1.37M – – –
CTFG
839
Capstone Triton Financial Group
Oklahoma
$1.37M +$1.37M +20,857 New
HAS
840
HBW Advisory Services
California
$1.37M – – –
ST
841
Smithfield Trust
Pennsylvania
$1.37M -$3.42K -52 -0.2%
KPWG
842
KFA Private Wealth Group
Virginia
$1.36M +$900K +13,709 +197%
CCA
843
Cobblestone Capital Advisors
New York
$1.35M -$83.3K -1,269 -6%
HSWM
844
Hubbell Strickland Wealth Management
Louisiana
$1.35M -$79.4K -1,209 -6%
PAM
845
Private Asset Management
California
$1.35M -$73.2K -1,115 -5%
LNB
846
Ledyard National Bank
$1.35M -$114K -1,733 -8%
MA
847
Momentum Advisors
New York
$1.35M +$132K +2,004 +11%
TFA
848
Trinity Financial Advisors
Ohio
$1.34M -$162K -2,473 -11%
HA
849
HFG Advisors
Ohio
$1.34M -$11.4K -174 -0.8%
GFS
850
GYL Financial Synergies
Connecticut
$1.34M -$64.2K -978 -5%
32 33
34
35 36