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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
1
Causeway Capital Management
California
$239M
2
BlackRock
2
BlackRock
New York
$4.57B
3
BOTOTLSJU
3
Board of Trustees of The Leland Stanford Junior University
California
$492M
4
Nisa Investment Advisors
4
Nisa Investment Advisors
Missouri
$124M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$282M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.81B
2
Barclays
2
Barclays
United Kingdom
$235M
3
WCM Investment Management
3
WCM Investment Management
California
$30.5M
4
Capital International Investors
4
Capital International Investors
California
$60.1M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
1376
Institute for Wealth Management
Colorado
$232K – – –
DIM
1377
Delta Investment Management
California
$231K -$6.15K -110 -3%
WA
1378
Wambolt & Associates
Colorado
$230K – – –
SP
1379
Successful Portfolios
Florida
$230K +$112 +2 +0%
NCM
1380
Northside Capital Management
Oregon
$229K – – –
GWM
1381
Guardian Wealth Management
Illinois
$228K – – –
EA
1382
Eudaimonia Advisors
Tennessee
$226K -$26.2K -467 -10%
MPM
1383
Meritage Portfolio Management
Kansas
$226K – – –
BA
1384
Bellwether Advisors
Nebraska
$226K +$12.4K +222 +6%
PPW
1385
PACK Private Wealth
Minnesota
$224K – – –
SIC
1386
Samalin Investment Counsel
New York
$223K +$727 +13 +0.3%
CAM
1387
Cozad Asset Management
Illinois
$220K -$259K -4,635 -54%
AAMC
1388
Asset Allocation & Management Company
Illinois
$220K – – –
SIG
1389
Stonegate Investment Group
Alabama
$218K -$22.9K -409 -10%
BFA
1390
Beacon Financial Advisory
Ohio
$218K -$18.2K -325 -8%
HFS
1391
HBC Financial Services
Washington
$217K – – –
LPT
1392
Legacy Private Trust
Wisconsin
$216K -$87.6K -1,565 -29%
GC
1393
GFG Capital
Florida
$216K – – –
BSA
1394
Bull Street Advisors
Georgia
$216K – – –
KL
1395
KWMG LLC
Kansas
$216K +$216K +3,865 New
TFGT
1396
TS Financial Group (TSFG)
Illinois
$215K -$1.23K -22 -0.6%
TCCM
1397
Timber Creek Capital Management
Massachusetts
$215K – – –
SAM
1398
S.A. Mason
Michigan
$215K – – –
AAM
1399
Austin Asset Management
Texas
$215K – – –
AIM
1400
AMI Investment Management
Indiana
$213K -$4.19K -75 -2%
54 55
56
57 58