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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,771 hedge funds and large institutions have $44.3B invested in iShares MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 692 increasing their positions, 508 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
+178
Holders Change %
+11.17%
% of All Funds
27.35%
Holding in Top 10
159
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.05%
% of All Funds
2.46%
New
278
Increased
692
Reduced
508
Closed
71
Calls
$4.1B
Puts
$9.21B
Net Calls
-$5.12B
Net Calls Change
-$461M

Top Buyers

1
BlackRock
BlackRock
New York
$5.2B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$835M
3
Jane Street
Jane Street
New York
$246M
4
SO
STRS Ohio
Ohio
$301M
5
Capital International Investors
Capital International Investors
California
$199M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$183M
2
MOACM
Mutual of America Capital Management
New York
$0
3
CM
Churchill Management
California
$12.3M
4
Citigroup
Citigroup
New York
$126M
5
HHGA
Halbert Hargrove Global Advisors
California
$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
226
Yousif Capital Management
Michigan
$16.9M +$16.9M +215,373 New
CM
227
Cornerstone Management
Georgia
$16.8M +$366K +4,648 +2%
SFG
228
SNS Financial Group
Minnesota
$16.5M +$615K +7,816 +4%
BAM
229
Burgundy Asset Management
Ontario, Canada
$16.5M +$16.5M +209,158 New
UCFA
230
United Capital Financial Advisors
Texas
$16.4M +$1.53M +19,387 +10%
UFA
231
US Financial Advisors
Massachusetts
$16.1M +$176K +2,232 +1%
EWA
232
EP Wealth Advisors
California
$16.1M +$1.5M +19,105 +10%
AAS
233
Avantax Advisory Services
Texas
$16M +$1.15M +14,601 +8%
TA
234
Tiedemann Advisors
New York
$15.9M -$524K -6,661 -3%
WT
235
Whittier Trust
California
$15.9M -$155K -1,967 -1%
Capstone Investment Advisors
236
Capstone Investment Advisors
New York
$15.5M -$62.4M -793,358 -80%
BOTW
237
Bank of the West
California
$15.4M +$304K +3,867 +2%
OAM
238
Oppenheimer Asset Management
New York
$15.2M +$2.06M +26,244 +16%
AIA
239
Alera Investment Advisors
Illinois
$15.1M +$437K +5,548 +3%
CTA
240
Chesley Taft & Associates
Illinois
$15.1M -$15.7K -200 -0.1%
DWM
241
Darwin Wealth Management
Florida
$15.1M +$5.68M +73,406 +60%
QIM
242
Quest Investment Management
Oregon
$15.1M +$169K +2,148 +1%
MFC
243
Mechanics Financial Corp
Ohio
$15.1M +$15.1M +191,601 New
MGIA
244
Moneta Group Investment Advisors
Missouri
$15M +$252K +3,197 +2%
VWM
245
Venturi Wealth Management
Texas
$14.7M +$10.8M +136,949 +272%
PWPCM
246
Perella Weinberg Partners Capital Management
New York
$14.7M – – –
SI
247
Stephens Inc
Arkansas
$14.7M -$1.35M -17,208 -8%
HT
248
Hefren-Tillotson
Pennsylvania
$14.7M +$116K +1,479 +0.8%
AFO
249
Allie Family Office
Florida
$14.7M +$14.7M +186,199 New
HWIS
250
Hancock Whitney Investment Services
Louisiana
$14.5M +$14.5M +183,729 New
8 9
10
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