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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,725 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 613 increasing their positions, 692 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,725
Holders Change
-46
Holders Change %
-2.6%
% of All Funds
27.3%
Holding in Top 10
160
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.63%
% of All Funds
2.53%
New
113
Increased
613
Reduced
692
Closed
138
Calls
$2.71B
Puts
$8.53B
Net Calls
-$5.82B
Net Calls Change
-$706M

Top Buyers

1
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$258M
2
BlackRock
BlackRock
New York
+$217M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$139M
4
Bank of America
Bank of America
North Carolina
+$136M
5
Barclays
Barclays
United Kingdom
+$133M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$511M
2
HMH
Hackensack Meridian Health
New Jersey
-$159M
3
WL
WIT LLC
District of Columbia
-$147M
4
Northern Trust
Northern Trust
Illinois
-$130M
5
Ameriprise
Ameriprise
Minnesota
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1001
Avior Wealth Management
Nebraska
$889K -$101K -1,372 -10%
GFS
1002
GYL Financial Synergies
Connecticut
$889K -$11.4K -155 -1%
CFN
1003
Cordasco Financial Network
Florida
$879K -$42.4K -577 -5%
EPWM
1004
Essex Private Wealth Management
Massachusetts
$872K -$386K -5,246 -31%
ODG
1005
O'Dell Group
Ohio
$870K +$37.3K +507 +4%
SFG
1006
Sunburst Financial Group
Alabama
$868K -$8.1K -110 -0.9%
RWP
1007
RWA Wealth Partners
Massachusetts
$868K – – –
CAGAS
1008
Capital Advisory Group Advisory Services
Minnesota
$867K -$69.9K -950 -7%
FC
1009
FCA Corp
Texas
$867K -$20.2K -274 -2%
WTFG
1010
Wells Trecaso Financial Group
Ohio
$867K – – –
BCM
1011
Brookmont Capital Management
Texas
$867K +$3.31K +45 +0.4%
OHWP
1012
Oak Harbor Wealth Partners
North Carolina
$866K -$18.7K -254 -2%
SC
1013
Stephens Consulting
Michigan
$866K -$88.4K -1,201 -9%
ETS
1014
ESL Trust Services
New York
$865K +$27.6K +375 +3%
CFA
1015
Compass Financial Advisors
Indiana
$863K +$3.39K +46 +0.4%
UWPG
1016
Ullmann Wealth Partners Group
Florida
$862K -$22.3K -303 -3%
PPW
1017
Pinnacle Private Wealth
Massachusetts
$859K +$151K +2,057 +21%
BFEC
1018
Benjamin F. Edwards & Company
Missouri
$857K -$827K -11,243 -49%
AIP
1019
Ameritas Investment Partners
Nebraska
$857K -$16.9K -230 -2%
FPTW
1020
Franklin, Parlapiano, Turner & Welch
Texas
$856K – – –
AIM
1021
Avity Investment Management
Connecticut
$856K +$7.36K +100 +0.9%
EWM
1022
Endurance Wealth Management
Rhode Island
$851K -$129K -1,757 -13%
FCA
1023
FinTrust Capital Advisors
South Carolina
$851K -$112K -1,516 -12%
CCM
1024
Carlson Capital Management
Minnesota
$849K +$56.6K +769 +7%
LC
1025
LCNB Corp
Ohio
$848K -$46.8K -636 -5%
39 40
41
42 43