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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 %
SWA
876
Stratos Wealth Advisors
Ohio
$924K +$410K +7,331 +80%
HI
877
Hudock Inc
Pennsylvania
$919K +$28.8K +514 +3%
SI
878
SimpliFi Inc
California
$918K +$63.5K +1,134 +7%
DLCIG
879
D.L. Carlson Investment Group
New Hampshire
$918K +$188K +3,356 +26%
MA
880
Montag & Associates
Georgia
$918K +$726K +12,950 +377%
FPIS
881
Financial Planning & Information Services
Wisconsin
$915K -$51.4K -918 -5%
GSB
882
Greenfield Savings Bank
Massachusetts
$915K -$30.8K -550 -3%
FAIM
883
Financial Advocates Investment Management
Washington
$910K +$138K +2,458 +18%
JJBC
884
James J. Burns & Company
New York
$908K +$908K +16,214 New
BFA
885
Beaumont Financial Advisors
Massachusetts
$904K -$57.2K -1,021 -6%
RCM
886
Radnor Capital Management
Pennsylvania
$902K -$16.7K -299 -2%
NFC
887
Northeast Financial Consultants
Connecticut
$899K – – –
LB
888
Legacy Bridge
Iowa
$897K – – –
ZF
889
Zhang Financial
Michigan
$897K +$12.8K +229 +1%
HFP
890
Holistic Financial Partners
Indiana
$885K -$11.7K -209 -1%
UBV
891
United Bank (Virginia)
Virginia
$885K – – –
PMFA
892
Plante Moran Financial Advisors
Michigan
$884K +$25.5K +455 +3%
H
893
HoyleCohen
California
$883K -$447K -7,980 -34%
PWA
894
Physician Wealth Advisors
Utah
$881K -$940 -16 -0.1%
DTC
895
Davidson Trust Company
Washington
$880K – – –
TW
896
Towerpoint Wealth
California
$868K -$52.8K -942 -6%
IWA
897
IVC Wealth Advisors
Pennsylvania
$868K +$71.6K +1,278 +9%
BHBT
898
Burke & Herbert Bank & Trust
Virginia
$865K -$9.4K -168 -1%
WHG
899
Westwood Holdings Group
Texas
$861K – – –
BMCM
900
Bryn Mawr Capital Management
Pennsylvania
$860K -$180K -3,214 -17%
34 35
36
37 38