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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 %
EWS
1201
Evergreen Wealth Solutions
Pennsylvania
$492K -$681K -10,370 -58%
PIA
1202
Perennial Investment Advisors
California
$490K +$139K +2,122 +40%
BFG
1203
Berger Financial Group
Minnesota
$490K +$490K +7,469 New
BSB
1204
Bangor Savings Bank
Maine
$487K -$7.22K -110 -1%
SAS
1205
Stelac Advisory Services
New York
$487K – – –
CWA
1206
Core Wealth Advisors
Florida
$485K +$485K +7,393 New
SSIM
1207
Sheets Smith Investment Management
Texas
$484K +$484K +6,825 New
TT
1208
TI-Trust
Illinois
$481K +$24.9K +380 +5%
CNB
1209
Camden National Bank
Maine
$481K -$40.7K -620 -8%
TC
1210
Trilogy Capital
California
$477K -$27.2K -414 -5%
WWA
1211
WC Walker & Associates
California
$476K -$3.84K -55 -0.8%
RFA
1212
RTD Financial Advisors
Pennsylvania
$475K -$151K -2,298 -24%
DWP
1213
Destiny Wealth Partners
Florida
$474K -$296K -4,517 -38%
HCM
1214
Howland Capital Management
Massachusetts
$472K – – –
KFC
1215
Klingenstein Fields & Co
New York
$472K -$20.7K -315 -4%
CT
1216
Colonial Trust
South Carolina
$471K -$7.55K -115 -2%
AIM
1217
Anchor Investment Management
South Carolina
$471K – – –
WWM
1218
Western Wealth Management
Colorado
$470K -$446K -6,801 -49%
KWM
1219
Keebeck Wealth Management
Illinois
$470K -$71.5K -1,090 -13%
RZH
1220
Relyea Zuckerberg Hanson
Connecticut
$470K – – –
BA
1221
Bellwether Advisors
Nebraska
$469K +$204K +3,103 +77%
CSPIA
1222
Cary Street Partners Investment Advisory
Virginia
$466K +$49.4K +753 +12%
CWM
1223
Curi Wealth Management
North Carolina
$466K +$106K +1,622 +30%
WDG
1224
Wealth Dimensions Group
Ohio
$465K +$17.9K +273 +4%
PFC
1225
Phocas Financial Corp
California
$464K -$313K -4,775 -40%
47 48
49
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