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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 %
FAM
1101
Formidable Asset Management
Ohio
$637K – – –
IIC
1102
Integrated Investment Consultants
Michigan
$633K +$633K +9,650 New
RPWA
1103
Regent Peak Wealth Advisors
Georgia
$628K -$2.1M -32,051 -77%
OCM
1104
Objective Capital Management
Ohio
$624K +$29.4K +448 +5%
CCM
1105
Carlson Capital Management
Minnesota
$624K -$22.4K -341 -3%
JAG
1106
Journey Advisory Group
Kentucky
$621K -$483K -7,362 -44%
IC
1107
Innealta Capital
Texas
$620K – – –
WPC
1108
Wedmont Private Capital
Pennsylvania
$615K -$47.6K -698 -7%
FHA
1109
Flagship Harbor Advisors
Massachusetts
$612K +$23K +351 +4%
AC
1110
Apella Capital
Connecticut
$610K -$19.1K -291 -3%
CWM
1111
Castle Wealth Management
Florida
$608K – – –
CCA
1112
Column Capital Advisors
Indiana
$608K +$330K +5,034 +119%
AA
1113
Argent Advisors
Louisiana
$604K +$43.6K +664 +8%
ECM
1114
Elgethun Capital Management
South Dakota
$604K – – –
FFG
1115
Frisch Financial Group
New York
$604K +$1.57K +24 +0.3%
CTC
1116
Central Trust Company
Missouri
$604K -$140K -2,127 -19%
OWA
1117
Opal Wealth Advisors
New York
$603K +$603K +9,187 New
HT
1118
Heritage Trust
Oklahoma
$601K -$9.06K -138 -1%
TA
1119
TFG Advisers
Michigan
$598K -$36.9K -562 -6%
STC
1120
Sarah T. Connolly
$592K +$56.5K +860 +11%
RSWM
1121
Robertson Stephens Wealth Management
California
$592K -$211K -3,216 -26%
CCA
1122
Conservest Capital Advisors
Pennsylvania
$589K +$589K +8,980 New
GHAM
1123
Gilman Hill Asset Management
Connecticut
$585K -$222K -3,389 -28%
MTIC
1124
Missouri Trust & Investment Company
Missouri
$583K -$65K -990 -10%
WA
1125
Waterford Advisors
New York
$582K +$582K +8,868 New
43 44
45
46 47