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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 %
P
1351
&Partners
Tennessee
$342K +$342K +5,203 New
PTB
1352
Pioneer Trust Bank
Oregon
$341K – – –
RMC
1353
Resources Management Corp
Connecticut
$339K -$39.4K -600 -10%
AFA
1354
Alpha Financial Advisors
North Carolina
$338K +$338K +5,150 New
GD
1355
Grandfield & Dodd
New York
$338K – – –
CW
1356
CIC Wealth
Maryland
$335K +$335K +5,106 New
PFSC
1357
Peoples Financial Services Corp
Pennsylvania
$335K – – –
AIM
1358
AHL Investment Management
Florida
$332K – – –
GCA
1359
Gradient Capital Advisors
California
$332K -$37.7K -575 -10%
IFA
1360
Index Fund Advisors
California
$331K -$85.1K -1,297 -20%
FPGK
1361
Financial Partners Group (Kansas)
Kansas
$331K -$8.78K -123 -3%
KIA
1362
KCM Investment Advisors
California
$330K -$10.7K -163 -3%
SAM
1363
SignalPoint Asset Management
Missouri
$330K +$5.91K +90 +2%
TGAM
1364
TBH Global Asset Management
Tennessee
$328K +$328K +5,003 New
HHMI
1365
Howard Hughes Medical Institute
Maryland
$328K – – –
FWM
1366
Forza Wealth Management
Florida
$328K +$328K +5,000 New
PPC
1367
Park Place Capital
Alabama
$328K +$328K +5,001 New
CA
1368
Calton & Associates
Florida
$326K -$78.2K -1,191 -19%
PSP
1369
Pacific Sage Partners
Washington
$326K +$326K +4,963 New
FAB
1370
First American Bank
Illinois
$325K – – –
LWM
1371
LJI Wealth Management
Indiana
$323K +$323K +4,924 New
SIA
1372
Schechter Investment Advisors
Michigan
$323K – – –
CST
1373
Charles Schwab Trust
Nevada
$319K -$21.3K -325 -6%
DFC
1374
DBK Financial Counsel
Ohio
$319K – – –
SWM
1375
SFG Wealth Management
Maryland
$319K +$46K +701 +17%
53 54
55
56 57