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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 %
PPW
1526
PACK Private Wealth
Minnesota
$207K -$56.1K -855 -21%
AWM
1527
Angeles Wealth Management
California
$206K – – –
SWM
1528
Sugarloaf Wealth Management
Georgia
$206K -$1.58K -24 -0.8%
CWM
1529
Centurion Wealth Management
Virginia
$205K +$205K +3,122 New
YWP
1530
YorkBridge Wealth Partners
New York
$204K +$204K +3,114 New
BAM
1531
Baldrige Asset Management
Pennsylvania
$204K – – –
AFAS
1532
Acorn Financial Advisory Services
Virginia
$203K +$203K +3,100 New
SPWM
1533
Schrum Private Wealth Management
Florida
$203K +$203K +3,099 New
IPW
1534
Intergy Private Wealth
Colorado
$203K +$203K +3,099 New
OA
1535
Operose Advisors
Wisconsin
$203K – – –
BBWP
1536
Beacon Bridge Wealth Partners
Pennsylvania
$203K +$203K +3,090 New
JPMIA
1537
J.P. Marvel Investment Advisors
Massachusetts
$201K +$201K +3,069 New
PCWA
1538
Pacific Capital Wealth Advisors
California
$201K +$201K +3,057 New
IF
1539
IRON Financial
Illinois
$200K +$200K +3,054 New
BCP
1540
Blue Chip Partners
Michigan
$200K -$932K -14,196 -82%
FP
1541
Financial Perspectives
Minnesota
$198K -$18.7K -285 -9%
EK
1542
Evensky & Katz
Florida
$196K -$113K -1,718 -37%
PCTC
1543
Perkins Coie Trust Company
Washington
$188K – – –
BA
1544
Ballast Advisors
Minnesota
$185K -$32.2K -490 -15%
KFI
1545
Key Financial Inc
Pennsylvania
$181K – – –
AIA
1546
Armor Investment Advisors
North Carolina
$179K +$6.5K +99 +4%
NL
1547
NKCFO LLC
Illinois
$177K +$177K +2,700 New
CFD
1548
Creative Financial Designs
Indiana
$175K +$328 +5 +0.2%
CHA
1549
Carmichael Hill & Associates
Maryland
$175K – – –
MCA
1550
Maryland Capital Advisors
Maryland
$172K -$5.12K -78 -3%
60 61
62
63 64