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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 %
MSAM
1101
Moloney Securities Asset Management
Missouri
$472K -$3.64K -65 -0.8%
ZIM
1102
Zacks Investment Management
Illinois
$471K -$273K -4,870 -37%
AWE
1103
Avidian Wealth Enterprises
Texas
$470K -$148K -2,641 -24%
AOWM
1104
Alpha Omega Wealth Management
Virginia
$470K +$58K +1,035 +14%
FH
1105
FWG Holdings
Florida
$470K +$470K +8,390 New
CAGAS
1106
Capital Advisory Group Advisory Services
Minnesota
$465K -$99.8K -1,780 -18%
RIA
1107
Regal Investment Advisors
Michigan
$465K +$13.3K +238 +3%
WCM
1108
Wealthcare Capital Management
Virginia
$465K +$30.9K +552 +7%
LWMNY
1109
Landmark Wealth Management (New York)
New York
$465K +$465K +8,308 New
CCMD
1110
Cypress Capital Management (Delaware)
Delaware
$463K -$8.41K -150 -2%
PCS
1111
Personal CFO Solutions
New Jersey
$462K -$209K -3,733 -31%
KWM
1112
Keebeck Wealth Management
Illinois
$462K +$149K +2,663 +48%
FWM
1113
Fairhaven Wealth Management
Illinois
$461K +$4.48K +80 +1%
LWAC
1114
Laurel Wealth Advisors (California)
California
$460K -$202K -3,613 -31%
GAB
1115
German American Bancorp
Indiana
$458K – – –
STC
1116
Sarah T. Connolly
$457K -$314K -5,610 -41%
KMWM
1117
Keudell/Morrison Wealth Management
Oregon
$457K – – –
SWM
1118
Stockman Wealth Management
Montana
$454K +$72.1K +1,285 +19%
HVIA
1119
Hudson Valley Investment Advisors
New York
$452K -$57.4K -1,025 -11%
VCM
1120
Viewpoint Capital Management
Washington
$452K – – –
SWA
1121
SOA Wealth Advisors
New York
$452K +$17.8K +319 +4%
C
1122
Certuity
Florida
$451K -$30.2K -539 -6%
SFG
1123
Sage Financial Group
Pennsylvania
$450K +$96.7K +1,725 +27%
IAA
1124
Independent Advisor Alliance
North Carolina
$450K +$450K +8,034 New
DDC
1125
DF Dent & Co
Maryland
$449K +$58.2K +1,039 +15%
43 44
45
46 47