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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 %
TW
1126
Transform Wealth
Colorado
$577K -$11.9K -182 -2%
ACS
1127
Archford Capital Strategies
Illinois
$577K – – –
JIC
1128
Joel Isaacson & Co
New York
$575K +$722 +11 +0.1%
APW
1129
Acima Private Wealth
Virginia
$573K – – –
PPP
1130
Private Portfolio Partners
New Jersey
$572K -$15.8K -241 -3%
QWM
1131
QP Wealth Management
New Jersey
$572K -$105K -1,600 -16%
ICG
1132
InterOcean Capital Group
Tennessee
$569K +$10.2K +156 +2%
LCM
1133
Linker Capital Management
Kentucky
$564K – – –
EAM
1134
Empirical Asset Management
Massachusetts
$563K -$11K -168 -2%
ST
1135
Sabal Trust
Florida
$563K -$184K -2,797 -25%
WFO
1136
Wealthgate Family Office
Colorado
$562K – – –
V
1137
VeraBank
Texas
$562K -$1.25K -19 -0.2%
GI
1138
Glovista Investments
New Jersey
$562K +$562K +8,539 New
CFP
1139
Cypress Financial Planning
New Jersey
$556K +$28K +423 +5%
OAM
1140
Occidental Asset Management
California
$555K +$88.9K +1,354 +19%
TFM
1141
TFC Financial Management
Massachusetts
$554K +$459 +7 +0.1%
AOWM
1142
Alpha Omega Wealth Management
Virginia
$553K +$2.17K +33 +0.4%
SWA
1143
Sax Wealth Advisors
New Jersey
$553K -$16.7K -255 -3%
FAAM
1144
First Ascent Asset Management
Colorado
$552K +$552K +8,415 New
SIC
1145
Salem Investment Counselors
North Carolina
$552K -$18.4K -281 -3%
BWA
1146
Beam Wealth Advisors
Louisiana
$550K -$29.5K -449 -5%
CF
1147
Clarity Financial
Texas
$550K +$166K +2,524 +43%
SWA
1148
SOA Wealth Advisors
New York
$550K +$19.4K +296 +4%
KOC
1149
Koss-Olinger Consulting
Florida
$549K -$111K -1,695 -17%
KMWM
1150
Keudell/Morrison Wealth Management
Oregon
$547K +$10.7K +163 +2%
44 45
46
47 48