EFA icon

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 %
DPI
926
Diversified Portfolios Inc
Michigan
$772K -$27.7K -494 -3%
MIAN
927
Mariner Independent Advisor Network
Kansas
$770K -$5.99K -107 -0.8%
PIFP
928
Partners in Financial Planning
Virginia
$769K – – –
EBT
929
Enterprise Bank & Trust
Massachusetts
$766K -$14.5K -259 -2%
CPC
930
Consolidated Planning Corp
Georgia
$762K +$762K +13,599 New
LFA
931
Landmark Financial Advisors
Kentucky
$760K -$3.92K -70 -0.5%
AWA
932
Archvest Wealth Advisors
California
$754K +$378K +6,745 +100%
LWCFA
933
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$751K -$23.5K -420 -3%
MLL
934
Moody Lynn & Lieberson
Massachusetts
$749K – – –
HCMT
935
Highland Capital Management (Tennessee)
Tennessee
$748K – – –
WIC
936
Woodmont Investment Counsel
Tennessee
$746K -$2.24K -40 -0.3%
WCA
937
Waypoint Capital Advisors
Minnesota
$743K – – –
BCM
938
BTR Capital Management
California
$738K – – –
BCM
939
Brookstone Capital Management
Illinois
$736K -$6.57K -118 -0.9%
RWA
940
RGT Wealth Advisors
Texas
$736K +$571K +10,200 +347%
CIAS
941
CFS Investment Advisory Services
New Jersey
$735K +$724K +2,761,927 +6,543%
NIM
942
Northeast Investment Management
Massachusetts
$733K -$112K -1,993 -13%
EIP
943
Easterly Investment Partners
Massachusetts
$732K – – –
Kovitz Investment Group Partners
944
Kovitz Investment Group Partners
Illinois
$729K +$2.46K +44 +0.3%
AF
945
Apexium Financial
Texas
$728K +$728K +12,989 New
T
946
TNF
Montana
$727K -$11.9K -211 -2%
VI
947
Vestcor Inc
New Brunswick, Canada
$726K +$312K +5,570 +75%
CIAS
948
Capital Investment Advisory Services
North Carolina
$725K -$51.4K -918 -7%
SC
949
SouthState Corp
Florida
$718K -$23.1K -412 -3%
RWM
950
Reston Wealth Management
Virginia
$715K -$177K -3,155 -20%
36 37
38
39 40