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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 %
LWM
1251
Lyell Wealth Management
California
$334K +$67.5K +1,207 +25%
SIAP
1252
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$332K -$66.6K -1,190 -17%
MWM
1253
Mascoma Wealth Management
New Hampshire
$331K – – –
SFG
1254
StrategIQ Financial Group
Indiana
$330K -$50.4K -900 -13%
DCM
1255
Donaldson Capital Management
Indiana
$329K -$19.1K -341 -5%
CF
1256
Clarity Financial
Texas
$328K +$328K +5,855 New
NEAM
1257
New England Asset Management
Connecticut
$327K +$327K +5,838 New
MFGP
1258
Marshall Financial Group (Pennsylvania)
Pennsylvania
$326K – – –
AAM
1259
Autus Asset Management
Arizona
$326K – – –
SFI
1260
SPC Financial Inc
Maryland
$325K -$48.5K -866 -13%
RMC
1261
Resources Management Corp
Connecticut
$323K -$39.2K -700 -11%
LWM
1262
Liberty Wealth Management
California
$321K -$57.9K -1,035 -15%
CFFP
1263
Center for Financial Planning
Michigan
$321K -$41.4K -740 -11%
TFS
1264
Thoroughbred Financial Services
Tennessee
$319K -$13.6K -243 -4%
NSAM
1265
North Star Asset Management
Wisconsin
$318K -$193K -3,440 -38%
MPM
1266
MBB Public Markets
Illinois
$318K – – –
CFS
1267
Cannon Financial Strategists
Georgia
$318K -$20.7K -369 -6%
LRWA
1268
Long Run Wealth Advisors
New York
$317K -$1.51M -26,901 -83%
RF
1269
Resolute Financial
Massachusetts
$316K – – –
FNBTCON
1270
First National Bank & Trust Co of Newtown
Pennsylvania
$315K – – –
GCA
1271
Gradient Capital Advisors
California
$315K – – –
EFS
1272
Essex Financial Services
Connecticut
$315K +$7K +125 +2%
CCFM
1273
Clear Creek Financial Management
Washington
$314K -$41.5K -741 -12%
VCP
1274
Vista Capital Partners
Oregon
$314K -$3.92K -70 -1%
JWBC
1275
John W. Brooker & Co
California
$312K +$238K +4,241 +319%
49 50
51
52 53