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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,725 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 613 increasing their positions, 692 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,725
Holders Change
-46
Holders Change %
-2.6%
% of All Funds
27.3%
Holding in Top 10
160
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.63%
% of All Funds
2.53%
New
113
Increased
613
Reduced
692
Closed
138
Calls
$2.71B
Puts
$8.53B
Net Calls
-$5.82B
Net Calls Change
-$706M

Top Buyers

1
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$258M
2
BlackRock
BlackRock
New York
+$217M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$139M
4
Bank of America
Bank of America
North Carolina
+$136M
5
Barclays
Barclays
United Kingdom
+$133M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$511M
2
HMH
Hackensack Meridian Health
New Jersey
-$159M
3
WL
WIT LLC
District of Columbia
-$147M
4
Northern Trust
Northern Trust
Illinois
-$130M
5
Ameriprise
Ameriprise
Minnesota
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
1251
Leisure Capital Management
California
$478K – – –
RMC
1252
Resources Management Corp
Connecticut
$476K -$402K -5,462 -46%
ESB
1253
Essex Savings Bank
Connecticut
$475K -$32.5K -442 -6%
AIMC
1254
Alley Investment Management Company
Illinois
$474K +$474K +6,447 New
OSNBOA
1255
Old Second National Bank of Aurora
Illinois
$473K -$197K -2,682 -29%
PBF
1256
Petix & Botte Financial
California
$473K +$237K +3,212 +100%
FG
1257
Fiduciary Group
Georgia
$472K – – –
WP
1258
WMS Partners
Maryland
$471K – – –
BFC
1259
Blue Fin Capital
Rhode Island
$469K – – –
FA
1260
Fountainhead AM
New Jersey
$465K -$106K -1,438 -19%
EVC
1261
Eidelman Virant Capital
Missouri
$465K -$735 -10 -0.2%
FI
1262
Financial Insights
Washington
$465K +$71.2K +967 +18%
RIG
1263
Roosevelt Investment Group
New York
$464K – – –
GWM
1264
Greenwich Wealth Management
Connecticut
$464K – – –
CCP
1265
Clarkston Capital Partners
Michigan
$464K +$441K +5,992 +1,933%
OFS
1266
OneAscent Financial Services
Alabama
$464K +$464K +6,300 New
PCA
1267
Permit Capital Advisors
Pennsylvania
$464K +$464K +6,412 New
IFA
1268
Index Fund Advisors
California
$463K -$441 -6 -0.1%
AWA
1269
Archvest Wealth Advisors
California
$463K – – –
IWP
1270
Innova Wealth Partners
Pennsylvania
$461K +$269K +3,660 +140%
ADL
1271
Asset Dedication LLC
California
$459K -$20.7K -280 -4%
SFPM
1272
Sensible Financial Planning & Management
Massachusetts
$458K – – –
OFS
1273
Orrstown Financial Services
Pennsylvania
$457K -$264K -3,591 -37%
SCM
1274
SOL Capital Management
Maryland
$456K – – –
KPWG
1275
KFA Private Wealth Group
Virginia
$454K -$1.62K -22 -0.4%
49 50
51
52 53