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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,582 hedge funds and large institutions have $33.5B invested in iShares MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 467 increasing their positions, 731 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,582
Holders Change
-89
Holders Change %
-5.33%
% of All Funds
27.36%
Holding in Top 10
126
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-13.7%
% of All Funds
2.18%
New
69
Increased
467
Reduced
731
Closed
134
Calls
$2.62B
Puts
$6.52B
Net Calls
-$3.9B
Net Calls Change
+$331M

Top Buyers

1
CCM
Causeway Capital Management
California
+$238M
2
BlackRock
BlackRock
New York
+$183M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$175M
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$97.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$75.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$511M
2
Barclays
Barclays
United Kingdom
-$131M
3
WCM Investment Management
WCM Investment Management
California
-$130M
4
Capital International Investors
Capital International Investors
California
-$106M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1076
Conservest Capital Advisors
Pennsylvania
$502K -$560K -8,967 Closed
PPP
1077
Private Portfolio Partners
New Jersey
$502K -$27.1K -484 -5%
DJSG
1078
D.J. St. Germain
Massachusetts
$497K – – –
BWA
1079
Beam Wealth Advisors
Louisiana
$495K +$112 +2 +0%
SAM
1080
Strategy Asset Managers
California
$494K +$250K +4,470 +103%
TP
1081
Truvvo Partners
New York
$493K -$198K -3,536 -29%
ACS
1082
Archford Capital Strategies
Illinois
$492K +$56 +1 +0%
EAM
1083
Empirical Asset Management
Massachusetts
$490K -$27.4K -490 -5%
JIC
1084
Joel Isaacson & Co
New York
$490K -$21.2K -378 -4%
WA
1085
Wealth Architects
California
$489K -$8.56K -153 -2%
APW
1086
Acima Private Wealth
Virginia
$489K – – –
SIC
1087
Salem Investment Counselors
North Carolina
$487K -$66K -1,178 -12%
SWA
1088
Sax Wealth Advisors
New Jersey
$486K -$5.21K -93 -1%
TDWM
1089
Topel & Distasi Wealth Management
California
$486K +$907 +14 +0.2%
IB
1090
Intrust Bank
Kansas
$483K +$27.4K +489 +6%
V
1091
VeraBank
Texas
$481K – – –
LCM
1092
Linker Capital Management
Kentucky
$481K – – –
WFO
1093
Wealthgate Family Office
Colorado
$480K -$841K -15,000 -64%
AA
1094
Argent Advisors
Louisiana
$478K +$54.6K +976 +13%
ICG
1095
InterOcean Capital Group
Tennessee
$477K -$134K -2,384 -22%
Fisher Asset Management
1096
Fisher Asset Management
Washington
$476K -$71.4K -1,274 -13%
GCM
1097
Gables Capital Management
Florida
$476K – – –
MA
1098
MONECO Advisors
Connecticut
$473K -$2.18K -39 -0.5%
TFM
1099
TFC Financial Management
Massachusetts
$473K +$96.4K +1,720 +26%
NSB
1100
Norway Savings Bank
Maine
$472K -$21.3K -380 -4%
42 43
44
45 46