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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 %
PIFP
1026
Partners in Financial Planning
Virginia
$782K +$397 +6 +0.1%
CF
1027
Centaurus Financial
California
$779K +$651K +9,913 +508%
DAS
1028
Dynamic Advisor Solutions
Arizona
$777K -$59.4K -905 -7%
TG
1029
TCW Group
California
$775K +$91.9K +1,400 +13%
GC
1030
Garde Capital
Washington
$775K -$9.45K -144 -1%
WTFG
1031
Wells Trecaso Financial Group
Ohio
$774K – – –
TI
1032
tru Independence
Oregon
$773K +$853 +13 +0.1%
LPIC
1033
LeJeune Puetz Investment Counsel
Michigan
$773K – – –
RPC
1034
Rossmore Private Capital
Connecticut
$769K +$79.6K +1,244 +12%
LWAC
1035
Laurel Wealth Advisors (California)
California
$768K +$229K +3,483 +42%
KCM
1036
Kanawha Capital Management
Virginia
$767K +$10.3K +157 +1%
GLA
1037
Great Lakes Advisors
Illinois
$765K +$441K +6,726 +136%
AIP
1038
Ameritas Investment Partners
Nebraska
$758K -$919 -14 -0.1%
EAMA
1039
EFG Asset Management (Americas)
Florida
$757K +$29.9K +455 +4%
T. Rowe Price Associates
1040
T. Rowe Price Associates
Maryland
$755K +$753K +11,476 +47,817%
FPCG
1041
Forum Private Client Group
Indiana
$752K -$24.4K -371 -3%
OHWP
1042
Oak Harbor Wealth Partners
North Carolina
$752K -$33.5K -510 -4%
CA
1043
Claro Advisors
Massachusetts
$747K +$53K +807 +8%
AWA
1044
Arkadios Wealth Advisors
Georgia
$745K +$125K +1,899 +20%
ETS
1045
ESL Trust Services
New York
$744K +$9.65K +147 +1%
KWS
1046
Keystone Wealth Services
California
$743K +$6.17K +94 +0.8%
MFA
1047
Mayflower Financial Advisors
Massachusetts
$738K +$88.2K +1,344 +14%
MF
1048
Montis Financial
Massachusetts
$736K – – –
WI
1049
Wintrust Investments
Illinois
$735K -$728K -11,093 -50%
CFA
1050
Compass Financial Advisors
Indiana
$734K -$51K -777 -6%
40 41
42
43 44