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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 %
PSCM
951
Per Stirling Capital Management
Texas
$1,000K +$1,000K +15,229 New
SB
952
Sunflower Bank
Texas
$999K -$786K -11,969 -44%
TW
953
Towerpoint Wealth
California
$994K -$22.6K -345 -2%
TF
954
Tompkins Financial
New York
$993K -$277K -4,225 -22%
AWA
955
Amplius Wealth Advisors
Pennsylvania
$992K -$2.3K -35 -0.2%
FPTW
956
Franklin, Parlapiano, Turner & Welch
Texas
$984K +$250K +3,804 +34%
CAL
957
Capital Analysts LLC
Pennsylvania
$982K +$746K +11,369 +316%
GTAM
958
Global Trust Asset Management
Florida
$978K -$9.85K -150 -1%
FAIM
959
Financial Advocates Investment Management
Washington
$976K -$90.4K -1,378 -8%
BOPW
960
Brandywine Oak Private Wealth
Pennsylvania
$972K +$972K +14,812 New
JF
961
JSF Financial
California
$966K +$30.1K +458 +3%
FFM
962
Forum Financial Management
Illinois
$963K – – –
LDB
963
Lee, Danner & Bass
Tennessee
$956K -$21.8K -332 -2%
CWP
964
Cyndeo Wealth Partners
Florida
$953K +$953K +14,519 New
NPA
965
Nichols & Pratt Advisers
Massachusetts
$953K +$45.9K +700 +5%
NIM
966
Northeast Investment Management
Massachusetts
$952K +$92.6K +1,411 +11%
SCM
967
Stordahl Capital Management
Colorado
$949K +$31.8K +484 +3%
CSWM
968
Cassady Schiller Wealth Management
Ohio
$942K +$942K +14,355 New
ECM
969
Evergreen Capital Management
Washington
$936K -$300K -4,575 -24%
ME
970
McIlrath & Eck
Washington
$931K -$21.9K -333 -2%
EBT
971
Enterprise Bank & Trust
Massachusetts
$928K +$30.7K +467 +3%
SCP
972
Shorepoint Capital Partners
Massachusetts
$922K +$922K +14,047 New
Verition Fund Management
973
Verition Fund Management
Connecticut
$921K -$3.63M -55,343 -80%
WP
974
WealthShield Partners
North Carolina
$912K +$215K +3,275 +31%
HCMT
975
Highland Capital Management (Tennessee)
Tennessee
$910K +$33.5K +510 +4%
37 38
39
40 41