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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 %
JIR
1226
James Investment Research
Ohio
$463K -$8.27K -126 -2%
OIA
1227
Optimum Investment Advisors
Illinois
$462K -$4.46K -68 -1%
TCOO
1228
Trust Company of Oklahoma
Oklahoma
$459K – – –
NLG
1229
New Legacy Group
New York
$459K – – –
HNWA
1230
Henrickson Nauta Wealth Advisors
Michigan
$459K – – –
MW
1231
MBL Wealth
North Carolina
$458K -$15.8K -240 -3%
TCPWM
1232
Traverso Chambers Private Wealth Management
California
$458K +$263 +4 +0.1%
DACG
1233
Donor Advised Charitable Giving
California
$457K -$48.8K -743 -10%
WA
1234
Wealth Architects
California
$457K -$117K -1,778 -20%
SNBOSD
1235
Security National Bank of So Dak
Iowa
$454K +$454K +6,920 New
EWM
1236
Endurance Wealth Management
Rhode Island
$452K -$165K -2,508 -27%
SFB
1237
STAR Financial Bank
Indiana
$452K +$452K +6,884 New
FGG
1238
Financial Guidance Group
Florida
$451K – – –
JWBC
1239
John W. Brooker & Co
California
$450K +$84.3K +1,285 +23%
OSNBOA
1240
Old Second National Bank of Aurora
Illinois
$449K – – –
PCM
1241
Pointe Capital Management
Michigan
$449K -$52.1K -794 -10%
CAGAS
1242
Capital Advisory Group Advisory Services
Minnesota
$449K -$95.8K -1,460 -18%
SAM
1243
Strategy Asset Managers
California
$448K -$132K -2,003 -23%
IWN
1244
Independent Wealth Network
Iowa
$447K -$722 -11 -0.2%
OFA
1245
Oak Family Advisors
Illinois
$445K -$48.6K -740 -10%
AA
1246
Ancora Advisors
Ohio
$442K -$39.7K -605 -8%
WFA
1247
WestHill Financial Advisors
California
$442K +$197 +3 +0%
STCOSD
1248
Sageworth Trust Company of South Dakota
South Dakota
$440K – – –
HWM
1249
Howard Wealth Management
Connecticut
$439K – – –
VAFP
1250
Vahanian & Associates Financial Planning
New York
$438K – – –
48 49
50
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