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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 %
SI
976
SimpliFi Inc
California
$910K -$166K -2,532 -15%
T
977
TNF
Montana
$909K – – –
RTL
978
Red Tortoise LLC
Georgia
$908K +$908K +13,826 New
SAM
979
Summit Asset Management
Tennessee
$907K +$177K +2,700 +24%
LA
980
Lifeworks Advisors
Michigan
$899K +$26.3K +400 +3%
LWM
981
Laidlaw Wealth Management
New York
$895K +$895K +13,628 New
FTS
982
Fifth Third Securities
Ohio
$890K -$21K -320 -2%
FA
983
Fiducient Advisors
Illinois
$889K +$371K +5,657 +72%
CIAS
984
Capital Investment Advisory Services
North Carolina
$888K +$38.4K +585 +5%
SFS
985
Sowell Financial Services
Arkansas
$888K -$350K -5,334 -28%
AF
986
Advisornet Financial
Minnesota
$886K -$105K -1,599 -11%
WWM
987
Windsor Wealth Management
Indiana
$884K -$300K -4,405 -25%
LWCFA
988
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$880K – – –
MLL
989
Moody Lynn & Lieberson
Massachusetts
$878K – – –
WCA
990
Waypoint Capital Advisors
Minnesota
$871K – – –
EWM
991
Empirical Wealth Management
Washington
$868K -$215K -3,280 -20%
GAM
992
Gotham Asset Management
New York
$866K -$45.7K -696 -5%
GBWM
993
Granite Bay Wealth Management
New Hampshire
$859K -$99.2K -1,511 -10%
EIP
994
Easterly Investment Partners
Massachusetts
$858K +$66 +1 +0%
MWM
995
Marietta Wealth Management
Georgia
$853K +$207K +3,150 +32%
Kovitz Investment Group Partners
996
Kovitz Investment Group Partners
Illinois
$852K -$2.89K -44 -0.3%
LFA
997
Landmark Financial Advisors
Kentucky
$851K -$39.4K -600 -4%
AWA
998
Archvest Wealth Advisors
California
$849K -$34.7K -529 -4%
ACG
999
Allen Capital Group
Nebraska
$849K +$849K +12,931 New
MAM
1000
MMA Asset Management
Pennsylvania
$844K +$148K +2,259 +21%
38 39
40
41 42