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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 %
BCG
1401
Breakwater Capital Group
New Jersey
$298K +$298K +4,545 New
HWA
1402
Hillcrest Wealth Advisors
New Jersey
$295K – – –
SCA
1403
St. Clair Advisors
Ohio
$295K +$295K +4,495 New
PWA
1404
Pillar Wealth Advisors
Pennsylvania
$292K – – –
BSWA
1405
Bromfield Sneider Wealth Advisors
Massachusetts
$292K – – –
FVWA
1406
Foster Victor Wealth Advisors
South Carolina
$291K – – –
CHA
1407
Cooper/Haims Advisors
New York
$290K -$36K -549 -11%
GAMC
1408
Garner Asset Management Corp
Texas
$289K -$394 -6 -0.1%
GGS
1409
Galvin Gaustad & Stein
Arizona
$289K +$7.68K +117 +3%
SWA
1410
Sightline Wealth Advisors
Connecticut
$288K -$645K -9,830 -69%
AIS
1411
American Investment Services
Massachusetts
$287K -$1.64K -25 -0.6%
AWM
1412
Aprio Wealth Management
Georgia
$286K -$6.11K -93 -2%
CWP
1413
Concord Wealth Partners
Virginia
$285K -$19.2K -292 -6%
TWM
1414
Tradition Wealth Management
Minnesota
$285K -$4.06K -62 -1%
IWM
1415
Integris Wealth Management
California
$284K +$284K +4,322 New
RFA
1416
Resurgent Financial Advisors
Georgia
$284K +$197 +3 +0.1%
IAG
1417
Ipsen Advisor Group
Arkansas
$283K +$283K +4,315 New
LFS
1418
Lutz Financial Services
Nebraska
$283K – – –
CK
1419
Cohen Klingenstein
New York
$282K – – –
BTWM
1420
Baker Tilly Wealth Management
Wisconsin
$282K – – –
WCWM
1421
Willow Creek Wealth Management
California
$282K +$328 +5 +0.1%
SC
1422
Searle & Co
Connecticut
$280K – – –
ERWM
1423
Elk River Wealth Management
Colorado
$278K -$328K -5,000 -54%
IWS
1424
Insight Wealth Strategies
California
$277K +$2.69K +41 +1%
RPSA
1425
Richard P. Slaughter Associates
Texas
$276K +$276K +4,210 New
55 56
57
58 59