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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 %
HPC
1501
HM Payson & Co
Maine
$222K – – –
CSIC
1502
Clifford Swan Investment Counsel
California
$222K +$222K +3,377 New
ASC
1503
Atalanta Sosnoff Capital
New York
$221K +$221K +3,365 New
JWM
1504
Janiczek Wealth Management
Colorado
$220K – – –
TFGT
1505
TS Financial Group (TSFG)
Illinois
$220K -$32.1K -489 -13%
BFA
1506
Beacon Financial Advisory
Ohio
$219K -$36.6K -558 -14%
HCP
1507
Holt Capital Partners
Texas
$218K +$218K +3,325 New
SW
1508
SkyOak Wealth
Michigan
$216K +$216K +3,290 New
RIA
1509
Realta Investment Advisors
Delaware
$216K +$132K +2,018 +159%
SI
1510
Saxon Interests
Texas
$216K +$216K +3,153 New
CIC
1511
Chilton Investment Company
Connecticut
$215K +$215K +3,281 New
AAM
1512
Austin Asset Management
Texas
$215K – – –
SF
1513
Summit Financial
New Jersey
$215K +$215K +3,276 New
MSCM
1514
McElhenny Sheffield Capital Management
Texas
$213K +$213K +3,245 New
CPA
1515
Capital Performance Advisors
California
$212K -$29.5K -450 -12%
TFCP
1516
Twin Focus Capital Partners
Massachusetts
$212K +$212K +3,223 New
C1AG
1517
Client 1st Advisory Group
Florida
$210K +$210K +3,196 New
MFA
1518
McClarren Financial Advisors
Pennsylvania
$209K -$5.69K -87 -3%
TF
1519
Theory Financial
Colorado
$208K +$208K +3,173 New
SIG
1520
Sargent Investment Group
Maryland
$208K +$208K +3,170 New
AWM
1521
Align Wealth Management
Oklahoma
$208K +$208K +3,714 New
MPI
1522
Mairs & Power Inc
Minnesota
$207K +$207K +3,156 New
NCM
1523
Northwest Capital Management
Oregon
$207K +$207K +3,155 New
CFGS
1524
Concourse Financial Group Securities
Alabama
$207K -$223K -3,400 -52%
W
1525
WPWealth
Texas
$207K +$207K +3,150 New
59 60
61
62 63