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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 %
CAM
1451
Cozad Asset Management
Illinois
$258K – – –
AAMC
1452
Asset Allocation & Management Company
Illinois
$258K – – –
MPM
1453
Meritage Portfolio Management
Kansas
$255K -$10.5K -160 -4%
FOFP
1454
Fee-Only Financial Planning
South Carolina
$255K +$255K +3,880 New
AW
1455
Avion Wealth
Texas
$254K – – –
SPP
1456
Single Point Partners
Massachusetts
$254K +$254K +3,869 New
SIG
1457
Stonegate Investment Group
Alabama
$253K -$2.63K -40 -1%
BSA
1458
Bull Street Advisors
Georgia
$253K – – –
CWA
1459
Capital Wealth Alliance
Arizona
$252K -$885K -13,486 -78%
SAM
1460
S.A. Mason
Michigan
$252K – – –
AIM
1461
AMI Investment Management
Indiana
$250K – – –
NLP
1462
Next Level Private
New York
$247K – – –
DFG
1463
Delta Financial Group
New Jersey
$247K +$247K +3,749 New
LAIC
1464
Lederer & Associates Investment Counsel
California
$244K – – –
SFG
1465
Sterling Financial Group
California
$243K +$243K +3,700 New
CG
1466
Cutler Group
California
$242K +$242K +3,698 +184,900%
WC
1467
Whitney & Co
New York
$241K – – –
AGM
1468
Alpine Global Management
New York
$240K +$240K +3,650 New
GC
1469
Gibson Capital
Pennsylvania
$240K – – –
Betterment LLC
1470
Betterment LLC
New York
$238K +$238K +3,630 New
SM
1471
Sensible Money
Arizona
$238K +$238K +3,620 New
SP
1472
Successful Portfolios
Florida
$237K -$31.6K -482 -12%
GCP
1473
GSA Capital Partners
United Kingdom
$237K +$237K +3,608 New
MMG
1474
Monetary Management Group
Missouri
$236K – – –
HIS
1475
Horizon Investment Services
Indiana
$236K +$236K +3,594 New
57 58
59
60 61