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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
$3.41B
2
Jane Street
Jane Street
New York
$689M
3
Morgan Stanley
Morgan Stanley
New York
$1.52B
4
WCM Investment Management
WCM Investment Management
California
$189M
5
Bank of America
Bank of America
North Carolina
$2.38B

Top Sellers

1
BlackRock
BlackRock
New York
$4.29B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.63B
3
CCM
Causeway Capital Management
California
$1.29M
4
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$363M
5
Barclays
Barclays
United Kingdom
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPP
1426
Vertex Planning Partners
Illinois
$276K +$276K +4,206 New
BCP
1427
Berkeley Capital Partners
Georgia
$276K -$5.32K -81 -2%
DTL
1428
Dynamic Technology Lab
Singapore
$276K +$276K +4,200 New
GCP
1429
Garda Capital Partners
Minnesota
$276K +$276K +4,203 New
FA
1430
Financial Alternatives
California
$276K +$276K +4,200 New
SS
1431
Sound Stewardship
Kansas
$274K +$274K +4,182 New
EGWAG
1432
Elwood & Goetz Wealth Advisory Group
Georgia
$274K +$274K +4,171 New
BIA
1433
Bigelow Investment Advisors
Maine
$273K -$25.3K -385 -8%
RA
1434
Riversedge Advisors
Delaware
$273K – – –
DIM
1435
Delta Investment Management
California
$272K +$1.12K +17 +0.4%
AWA
1436
Acorn Wealth Advisors
Michigan
$272K -$58.3K -887 -18%
IFWM
1437
Institute for Wealth Management
Colorado
$271K -$1.12K -17 -0.4%
WA
1438
Wambolt & Associates
Colorado
$270K – – –
DP
1439
Dearborn Partners
Illinois
$269K -$62.1K -946 -19%
PFG
1440
Pacific Financial Group
Washington
$268K +$23.8K +362 +10%
AWM
1441
Abound Wealth Management
Tennessee
$268K +$24.9K +379 +10%
GWM
1442
Guardian Wealth Management
Illinois
$268K +$788 +12 +0.3%
BTI
1443
Blue Trust Inc
Georgia
$265K +$148K +2,639 +126%
First Manhattan
1444
First Manhattan
New York
$264K -$178K -2,706 -40%
VF
1445
Vawter Financial
Ohio
$264K +$264K +4,020 New
SCG
1446
Sonata Capital Group
Washington
$263K -$30.2K -461 -10%
W
1447
WorthPointe
California
$263K +$263K +4,005 New
CWA
1448
Cornerstone Wealth Advisors
Minnesota
$262K -$76.7K -1,168 -23%
SNBOSCI
1449
Security National Bank of Sioux City Iowa
Iowa
$261K +$261K +3,975 New
GCM
1450
Gallacher Capital Management
Colorado
$259K +$259K +3,941 New
56 57
58
59 60