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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 %
MWM
1076
Marietta Wealth Management
Georgia
$713K -$18.4K -250 -3%
FAM
1077
Formidable Asset Management
Ohio
$710K -$3.31K -45 -0.5%
SF
1078
SBK Financial
Virginia
$709K -$425K -5,766 -37%
NSAM
1079
North Star Asset Management
Wisconsin
$709K -$94.3K -1,280 -12%
PPP
1080
Private Portfolio Partners
New Jersey
$709K +$140K +1,896 +25%
FFA
1081
First Foundation Advisors
California
$707K -$91.9K -1,249 -12%
PCA
1082
Peddock Capital Advisors
Massachusetts
$707K +$83.5K +1,135 +13%
BFIM
1083
Beese Fulmer Investment Management
Ohio
$705K -$25.8K -350 -4%
TC
1084
TownSquare Capital
Utah
$703K -$400K -5,440 -36%
AC
1085
Apella Capital
Connecticut
$701K +$294 +4 +0%
AWA
1086
Arkadios Wealth Advisors
Georgia
$700K -$54.5K -741 -7%
LWM
1087
Laidlaw Wealth Management
New York
$699K -$41.7K -567 -6%
HT
1088
Heritage Trust
Oklahoma
$699K – – –
FHA
1089
Flagship Harbor Advisors
Massachusetts
$697K -$84.4K -1,146 -11%
BFG
1090
Berger Financial Group
Minnesota
$695K -$30.9K -420 -4%
EWS
1091
Evergreen Wealth Solutions
Pennsylvania
$695K +$695K +9,438 New
ECG
1092
EPIQ Capital Group
California
$694K -$64.5K -877 -9%
BWA
1093
Beam Wealth Advisors
Louisiana
$690K -$18.2K -247 -3%
ERWM
1094
Elk River Wealth Management
Colorado
$690K – – –
IGWM
1095
ICA Group Wealth Management
Colorado
$690K +$690K +9,853 New
APW
1096
Acima Private Wealth
Virginia
$686K -$44.1K -600 -6%
CANC
1097
Culbertson A N & Co
Virginia
$686K – – –
BWA
1098
Blodgett Wealth Advisors
California
$685K -$36.8K -500 -5%
ECM
1099
Elgethun Capital Management
South Dakota
$685K +$1.4K +19 +0.2%
DDPIC
1100
Deroy & Devereaux Private Investment Counsel
Michigan
$677K – – –
42 43
44
45 46