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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 %
LIM
1251
Leavell Investment Management
Alabama
$437K – – –
SVWAG
1252
Sound View Wealth Advisors Group
Georgia
$436K +$94.4K +1,253 +28%
NFC
1253
Northeast Financial Consultants
Connecticut
$436K -$618K -9,415 -59%
SWM
1254
Sendero Wealth Management
Texas
$433K +$433K +6,599 New
BAMG
1255
Brand Asset Management Group
Missouri
$432K -$40K -609 -8%
BDFN
1256
Bond & Devick Financial Network
Minnesota
$432K – – –
MAWCM
1257
Mine & Arao Wealth Creation & Management
California
$431K -$17.1K -260 -4%
TCM
1258
Telos Capital Management
California
$429K -$48.2K -734 -10%
Fisher Asset Management
1259
Fisher Asset Management
Washington
$428K -$129K -1,967 -23%
DBT
1260
Dubuque Bank & Trust
Iowa
$425K -$21.7K -330 -5%
FG
1261
Fiduciary Group
Georgia
$422K – – –
BFA
1262
Bragg Financial Advisors
North Carolina
$422K -$100K -1,530 -19%
FANJ
1263
Financial Architects (New Jersey)
New Jersey
$422K +$5.51K +84 +1%
JFA
1264
JNBA Financial Advisors
Minnesota
$421K -$14.7K -224 -3%
PCA
1265
Peddock Capital Advisors
Massachusetts
$421K -$50.2K -765 -11%
RW
1266
Rede Wealth
Virginia
$421K -$29.6K -451 -7%
CWM
1267
Chemistry Wealth Management
New York
$420K – – –
WP
1268
WMS Partners
Maryland
$420K – – –
PCS
1269
Personal CFO Solutions
New Jersey
$419K -$122K -1,862 -23%
WPWM
1270
Windward Private Wealth Management
Kansas
$417K -$3.87K -59 -0.9%
SF
1271
SBK Financial
Virginia
$417K -$208K -3,175 -33%
W
1272
WealthOne
New York
$417K -$20.1K -306 -5%
ESB
1273
Essex Savings Bank
Connecticut
$417K -$4K -61 -1%
AG
1274
Ascent Group
Virginia
$416K +$853 +13 +0.2%
HVIA
1275
Hudson Valley Investment Advisors
New York
$415K -$115K -1,750 -22%
49 50
51
52 53