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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 %
MTIC
1026
Missouri Trust & Investment Company
Missouri
$848K -$14.7K -200 -2%
CA
1027
Claro Advisors
Massachusetts
$847K – – –
SAM
1028
Summit Asset Management
Tennessee
$842K – – –
TC
1029
Trilogy Capital
California
$835K +$294 +4 +0%
NWA
1030
Navis Wealth Advisors
New York
$835K +$36.5K +496 +5%
WPP
1031
Whalerock Point Partners
Rhode Island
$834K – – –
LWA
1032
LWS Wealth Advisors
New Jersey
$830K +$496K +6,746 +149%
PIFP
1033
Partners in Financial Planning
Virginia
$829K – – –
KWS
1034
Keystone Wealth Services
California
$824K +$514K +6,981 +165%
CNB
1035
Camden National Bank
Maine
$821K -$82.2K -1,117 -9%
CCM
1036
Cullen Capital Management
New York
$820K -$10.2M -138,902 -93%
CWM
1037
Cornerstone Wealth Management
Missouri
$817K +$103K +1,401 +14%
GA
1038
GFS Advisors
Texas
$816K -$140K -1,903 -15%
CTC
1039
Central Trust Company
Missouri
$815K -$3.98K -54 -0.5%
LPIC
1040
LeJeune Puetz Investment Counsel
Michigan
$815K – – –
SAM
1041
Strategy Asset Managers
California
$815K +$505K +6,866 +163%
NRI
1042
NFP Retirement Inc
California
$815K +$815K +11,072 New
SWA
1043
Sax Wealth Advisors
New Jersey
$814K +$54K +734 +7%
NFP
1044
Narus Financial Partners
Utah
$809K +$809K +10,991 New
AFS
1045
Axiom Financial Strategies
Indiana
$808K +$338K +4,959 +72%
QWM
1046
QP Wealth Management
New Jersey
$804K – – –
EP
1047
Edgestream Partners
New Jersey
$803K -$1.58M -21,520 -66%
KPCM
1048
Kings Point Capital Management
New York
$801K -$25.3K -344 -3%
MF
1049
Montis Financial
Massachusetts
$799K – – –
Bank Julius Baer & Co
1050
Bank Julius Baer & Co
Switzerland
$791K +$18.5K +251 +2%
40 41
42
43 44