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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,582 hedge funds and large institutions have $33.5B invested in iShares MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 467 increasing their positions, 731 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,582
Holders Change
-89
Holders Change %
-5.33%
% of All Funds
27.36%
Holding in Top 10
126
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-13.7%
% of All Funds
2.18%
New
69
Increased
467
Reduced
731
Closed
134
Calls
$2.62B
Puts
$6.52B
Net Calls
-$3.9B
Net Calls Change
+$331M

Top Buyers

1
CCM
Causeway Capital Management
California
$239M
2
BlackRock
BlackRock
New York
$4.57B
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$492M
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$124M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$282M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.81B
2
Barclays
Barclays
United Kingdom
$235M
3
WCM Investment Management
WCM Investment Management
California
$30.5M
4
Capital International Investors
Capital International Investors
California
$60.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
1226
Financial Architects (New Jersey)
New Jersey
$355K +$355K +6,340 New
SFPM
1227
Sensible Financial Planning & Management
Massachusetts
$354K – – –
CCP
1228
Clarkston Capital Partners
Michigan
$353K – – –
RIG
1229
Roosevelt Investment Group
New York
$353K – – –
IIM
1230
Ipswich Investment Management
Massachusetts
$351K -$79.5K -1,419 -18%
CAM
1231
Close Asset Management
United Kingdom
$349K – – –
MPW
1232
MA Private Wealth
California
$349K – – –
CIAS
1233
CBIZ Investment Advisory Services
Ohio
$348K -$28.2M -50,348 -99%
BFC
1234
Blue Fin Capital
Rhode Island
$348K -$8.33K -149 -2%
SCM
1235
SOL Capital Management
Maryland
$347K – – –
GWM
1236
Greenwich Wealth Management
Connecticut
$346K – – –
CA
1237
Calton & Associates
Florida
$344K -$96.3K -1,722 -22%
SRC
1238
Sage Rhino Capital
California
$344K – – –
EGA
1239
Eagle Global Advisors
Texas
$343K -$27.5K -490 -7%
MRCM
1240
M&R Capital Management
New Jersey
$342K -$16.8K -300 -5%
SCM
1241
Shelton Capital Management
Colorado
$342K +$21.4K +382 +7%
CTA
1242
Colonial Trust Advisors
South Carolina
$341K -$30.1K -538 -8%
CNBTD
1243
Citizens National Bank Trust Department
Mississippi
$341K – – –
EI
1244
Ellevest Inc
New York
$338K +$5.6K +100 +2%
JHCP
1245
Jackson Hole Capital Partners
Oklahoma
$338K +$26.6K +475 +9%
CWM
1246
ClientFirst Wealth Management
Arkansas
$337K – – –
IAG
1247
Investmark Advisory Group
Connecticut
$336K +$5.21K +93 +2%
YIA
1248
YHB Investment Advisors
Connecticut
$335K -$11.9K -213 -3%
DCM
1249
Decatur Capital Management
Georgia
$335K – – –
RBC
1250
Romano Brothers & Co
Illinois
$335K +$335K +5,988 New
48 49
50
51 52