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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.

Holders
1,696
Holders Change
+114
Holders Change %
+7.21%
% of All Funds
27.37%
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
1
Arete Wealth Advisors
Illinois
$3.41B
2
Jane Street
2
Jane Street
New York
$689M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.52B
4
WCM Investment Management
4
WCM Investment Management
California
$189M
5
Bank of America
5
Bank of America
North Carolina
$2.38B

Top Sellers

1
BlackRock
1
BlackRock
New York
$4.29B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.63B
3
CCM
3
Causeway Capital Management
California
$1.29M
4
BOTOTLSJU
4
Board of Trustees of The Leland Stanford Junior University
California
$363M
5
Barclays
5
Barclays
United Kingdom
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$44.3M 674,924 +87,933 +15%
Capital Fund Management (CFM)
102
Capital Fund Management (CFM)
France
$43.7M 666,363 +666,363 New
CWM
103
Congress Wealth Management
Massachusetts
$43.3M 724,123 -37,482 -5%
NW
104
NewEdge Wealth
Pennsylvania
$43.1M 655,871 -22,276 -3%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$42M 640,486 +98,487 +18%
HP
106
HT Partners
Connecticut
$41.4M 631,278 -1,863 -0.3%
PFO
107
Pathstone Family Office
New Jersey
$41.4M 625,280 +94,454 +18%
CIBC World Market
108
CIBC World Market
Ontario, Canada
$41.3M 628,740 +104,374 +20%
VA
109
Valmark Advisers
Ohio
$40.9M 623,566 +3,980 +0.6%
VFA
110
Valeo Financial Advisors
Indiana
$40.9M 623,422 +94,817 +18%
Millennium Management
111
Millennium Management
New York
$40.4M 615,772 +529,121 +611%
MWM
112
Modera Wealth Management
New Jersey
$39.4M 600,699 -42,685 -7%
BOCM
113
Bontempo Ohly Capital Management
Maryland
$39.2M 596,683 +3,866 +0.7%
SYBT
114
Stock Yards Bank & Trust
Kentucky
$38.5M 587,275 +10,955 +2%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$38.1M 580,984 +580,984 New
V
116
Veritable
Delaware
$38M 579,001 +14,844 +3%
FHA
117
First Horizon Advisors
Tennessee
$38M 578,978 +150,744 +35%
BWA
118
BDO Wealth Advisors
Florida
$37.5M 571,374 +392,652 +220%
WSTAM
119
Wilbanks Smith & Thomas Asset Management
Virginia
$37.2M 566,084 -56,575 -9%
CFG
120
Citizens Financial Group
Rhode Island
$37M 564,248 -83,843 -13%
LIA
121
LBMC Investment Advisors
Tennessee
$36.6M 557,183 -35,551 -6%
GT
122
Greenleaf Trust
Michigan
$35.8M 544,910 +209,340 +62%
HWMA
123
Heritage Wealth Management (Arizona)
Arizona
$35.6M 541,748 +263,825 +95%
WANY
124
Wealthspire Advisors (New York)
New York
$34.9M 531,285 -32,669 -6%
BC
125
Bricktown Capital
Michigan
$34.6M 527,487 +527,487 New
3 4
5
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