EFA icon

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 %
SWM
1151
Stockman Wealth Management
Montana
$545K +$13.8K +210 +3%
PCH
1152
PGIM Custom Harvest
New Jersey
$545K +$545K +8,299 New
C
1153
Certuity
Florida
$544K +$15.7K +239 +3%
RIA
1154
Regal Investment Advisors
Michigan
$543K -$2.23K -34 -0.4%
MFT
1155
Moisand Fitzgerald Tamayo
Florida
$541K -$80.3K -1,223 -13%
FWM
1156
Fairhaven Wealth Management
Illinois
$540K – – –
GIS
1157
Grayhawk Investment Strategies
Alberta, Canada
$539K – – –
ADL
1158
Asset Dedication LLC
California
$539K +$76.2K +1,164 +16%
MSAM
1159
Moloney Securities Asset Management
Missouri
$539K -$14.8K -226 -3%
GAB
1160
German American Bancorp
Indiana
$537K – – –
DWM
1161
Dakota Wealth Management
Florida
$536K -$1.4M -21,343 -72%
AC
1162
AlphaCore Capital
California
$535K +$532K +8,101 +14,729%
NSB
1163
Norway Savings Bank
Maine
$535K -$18.1K -275 -3%
TCM
1164
Traynor Capital Management
Pennsylvania
$533K +$243K +3,703 +84%
NWMG
1165
National Wealth Management Group
Ohio
$532K +$532K +8,110 New
AWE
1166
Avidian Wealth Enterprises
Texas
$532K -$19.2K -293 -3%
EP
1167
Edgestream Partners
New Jersey
$530K +$530K +8,079 New
T
1168
TrueFG
Texas
$530K +$13.1K +199 +3%
TI
1169
Trexquant Investment
Connecticut
$530K +$530K +8,067 New
WCM
1170
Wealthcare Capital Management
Virginia
$529K -$16K -243 -3%
VCM
1171
Viewpoint Capital Management
Washington
$528K -$1.97K -30 -0.4%
PA
1172
PFG Advisors
Arizona
$528K +$58.9K +898 +13%
IAA
1173
Independent Advisor Alliance
North Carolina
$527K – – –
BAAM
1174
Baker Avenue Asset Management
California
$526K +$526K +8,017 New
TCOK
1175
Trust Company of Kansas
Kansas
$521K +$521K +7,937 New
45 46
47
48 49