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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 %
GA
1301
Greenspring Advisors
Maryland
$386K -$44.7K -681 -10%
IAG
1302
Investmark Advisory Group
Connecticut
$386K -$8.21K -125 -2%
THWM
1303
Taylor Hoffman Wealth Management
Virginia
$386K +$386K +5,877 New
SCM
1304
Shelton Capital Management
Colorado
$385K -$15.8K -240 -4%
MFGP
1305
Marshall Financial Group (Pennsylvania)
Pennsylvania
$383K +$853 +13 +0.2%
PFG
1306
Prosperity Financial Group
California
$382K +$382K +5,814 New
MWM
1307
Mascoma Wealth Management
New Hampshire
$381K -$7.02K -107 -2%
WG
1308
Welch Group
Alabama
$381K +$381K +5,808 New
NAM
1309
NorthCrest Asset Manangement
Minnesota
$381K +$64.5K +981 +20%
IIM
1310
Ipswich Investment Management
Massachusetts
$381K -$30.2K -460 -7%
SFG
1311
StrategIQ Financial Group
Indiana
$380K -$6.5K -99 -2%
DCM
1312
Donaldson Capital Management
Indiana
$379K -$6.76K -103 -2%
MPM
1313
MBB Public Markets
Illinois
$378K +$5.91K +90 +2%
SPWM
1314
Straight Path Wealth Management
Michigan
$377K +$377K +5,741 New
CFFP
1315
Center for Financial Planning
Michigan
$377K – – –
PWMG
1316
Provence Wealth Management Group
California
$374K +$374K +5,704 New
NSAM
1317
North Star Asset Management
Wisconsin
$373K – – –
CFS
1318
Cannon Financial Strategists
Georgia
$373K – – –
JCM
1319
Jag Capital Management
Missouri
$372K -$137K -2,083 -27%
LRWA
1320
Long Run Wealth Advisors
New York
$371K – – –
OSAM
1321
O'Shaughnessy Asset Management
Connecticut
$370K +$295K +4,499 +393%
RF
1322
Resolute Financial
Massachusetts
$370K +$197 +3 +0.1%
FNBTCON
1323
First National Bank & Trust Co of Newtown
Pennsylvania
$369K – – –
EFS
1324
Essex Financial Services
Connecticut
$369K +$131 +2 +0%
IWA
1325
Inspirion Wealth Advisors
Illinois
$369K -$57.7K -879 -14%
51 52
53
54 55