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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 %
DAS
951
Dynamic Advisor Solutions
Arizona
$714K -$49.4K -881 -6%
AT
952
American Trust
Kentucky
$712K -$36.4K -650 -5%
EARNEST Partners
953
EARNEST Partners
Georgia
$711K – – –
CWM
954
Cornerstone Wealth Management
Missouri
$710K +$24.7K +441 +4%
WEPOG
955
Wealth Enhancement & Preservation of GA
Georgia
$709K +$709K +12,659 New
IF
956
Intrua Financial
Texas
$708K -$5.6K -100 -0.8%
TC
957
Trust Company
Kansas
$708K – – –
EWMCB
958
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$697K – – –
GA
959
GFS Advisors
Texas
$696K – – –
CG
960
Cynosure Group
Utah
$696K – – –
AIM
961
Aspen Investment Management
Michigan
$695K – – –
AFS
962
Axiom Financial Strategies
Indiana
$693K +$13.7K +245 +2%
WCF
963
West Coast Financial
California
$690K +$177K +3,156 +34%
SW
964
SlateStone Wealth
Florida
$690K +$196K +3,502 +40%
GHAM
965
Gilman Hill Asset Management
Connecticut
$689K -$101K -1,801 -13%
BO
966
BRR OpCo
Ohio
$688K +$121K +2,166 +21%
CA
967
Cambridge Advisors
Nebraska
$687K -$8.4K -150 -1%
RSWM
968
Robertson Stephens Wealth Management
California
$685K -$199K -3,547 -22%
UWPG
969
Ullmann Wealth Partners Group
Florida
$684K +$35.1K +627 +5%
HS
970
Horan Securities
United States
$682K +$150K +2,681 +28%
WFA
971
Wipfli Financial Advisors
Wisconsin
$680K +$426K +7,602 +167%
KAM
972
Knightsbridge Asset Management
California
$672K – – –
GC
973
Garde Capital
Washington
$670K -$22.8K -407 -3%
CFA
974
Compass Financial Advisors
Indiana
$670K – – –
OHWP
975
Oak Harbor Wealth Partners
North Carolina
$670K +$12K +214 +2%
37 38
39
40 41