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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 %
LWMG
1001
Levy Wealth Management Group
Pennsylvania
$838K +$838K +12,774 New
AF
1002
Apexium Financial
Texas
$838K -$14.8K -225 -2%
EARNEST Partners
1003
EARNEST Partners
Georgia
$833K – – –
TC
1004
Trust Company
Kansas
$830K – – –
MCCA
1005
Mill Creek Capital Advisors
Pennsylvania
$821K +$821K +12,502 New
CG
1006
Cynosure Group
Utah
$819K +$3.28K +50 +0.4%
HFS
1007
Howard Financial Services
Texas
$816K +$500K +7,622 +158%
GA
1008
GFS Advisors
Texas
$814K -$1.38K -21 -0.2%
IA
1009
IFG Advisory
Georgia
$812K -$23.3M -355,238 -97%
AIM
1010
Aspen Investment Management
Michigan
$812K -$1.64K -25 -0.2%
EWMCB
1011
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$810K -$6.57K -100 -0.8%
WIC
1012
Woodmont Investment Counsel
Tennessee
$808K -$65.4K -997 -7%
MA
1013
Montag & Associates
Georgia
$807K -$268K -4,085 -25%
HNWAG
1014
High Net Worth Advisory Group
Florida
$807K +$525K +8,000 +186%
TCA
1015
Transcend Capital Advisors
New Jersey
$806K +$190K +2,890 +31%
CA
1016
Cambridge Advisors
Nebraska
$805K – – –
AIM
1017
Avity Investment Management
Connecticut
$805K +$77.4K +1,180 +11%
UWPG
1018
Ullmann Wealth Partners Group
Florida
$803K +$788 +12 +0.1%
BB
1019
Berkshire Bank
Massachusetts
$803K +$22.4K +341 +3%
IIC
1020
Ironwood Investment Counsel
Arizona
$798K +$798K +12,155 New
CD
1021
Chapin Davis
Maryland
$796K +$796K +12,133 New
VNB
1022
Virginia National Bank
Virginia
$791K -$1.61M -24,485 -67%
PWA
1023
Physician Wealth Advisors
Utah
$788K -$279K -3,922 -26%
BWM
1024
Baron Wealth Management
Michigan
$787K +$787K +11,992 New
MFG
1025
Merit Financial Group
Georgia
$782K +$80.9K +1,233 +12%
39 40
41
42 43