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iShares MSCI EAFE ETF

1,730 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 616 increasing their positions, 693 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.88% more ownership

Funds ownership: 77.82%78.7% (+0.88%)

1% more funds holding in top 10

Funds holding in top 10: 159160 (+1)

3% less funds holding

Funds holding: 1,7771,730 (-47)

7% less capital invested

Capital invested by funds: $44.3B → $41.3B (-$3.01B)

11% less repeat investments, than reductions

Existing positions increased: 616 | Existing positions reduced: 693

18% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 138

68% less call options, than puts

Call options by funds: $2.71B | Put options by funds: $8.53B

Holders
1,730
Holders Change
-47
Holders Change %
-2.64%
% of All Funds
27.28%
Holding in Top 10
160
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.63%
% of All Funds
2.52%
New
113
Increased
616
Reduced
693
Closed
138
Calls
$2.71B
Puts
$8.53B
Net Calls
-$5.82B
Net Calls Change
-$706M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
326
Coldstream Capital Management
Washington
$9.38M -$415K -5,545 -4%
FNT
327
First National Trust
Pennsylvania
$9.24M +$1.28M +17,080 +16%
BSW
328
Buckingham Strategic Wealth
Missouri
$9.16M -$799K -10,684 -8%
WT
329
Washington Trust
Rhode Island
$9.14M -$482K -6,447 -5%
FDCDDQ
330
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.12M -$86.2K -1,153 -0.9%
CRC
331
Curi RMB Capital
Illinois
$9.05M +$6.92M +92,556 +304%
TNBTD
332
Trustmark National Bank Trust Department
Mississippi
$8.98M +$35.3K +472 +0.4%
SLT
333
St Louis Trust
Missouri
$8.96M -$48.6K -650 -0.5%
AWS
334
Atria Wealth Solutions
New York
$8.91M +$9.05M +121,051 New
TC
335
TAP Consulting
Missouri
$8.78M +$381K +5,094 +4%
AAS
336
Avantax Advisory Services
Texas
$8.74M -$6.38M -85,271 -42%
ATPW
337
Ashton Thomas Private Wealth
Arizona
$8.6M +$842K +11,262 +11%
WSFS
338
Wilmington Savings Fund Society
Delaware
$8.6M -$201K -2,692 -2%
ANB
339
Amarillo National Bank
Texas
$8.57M +$40.8K +545 +0.5%
CH
340
Canton Hathaway
Rhode Island
$8.51M -$1.06M -14,193 -11%
CASB
341
Cape Ann Savings Bank
Massachusetts
$8.48M -$190K -2,538 -2%
FCI
342
Financial Counselors Inc
Kansas
$8.46M -$189K -2,523 -2%
TWM
343
Tolleson Wealth Management
Texas
$8.45M -$149K -1,987 -2%
EA
344
Efficient Advisors
Ohio
$8.42M -$574K -7,675 -6%
SPC
345
Sigma Planning Corp
Michigan
$8.39M +$569K +7,610 +7%
DT
346
Diversified Trust
Tennessee
$8.34M +$646K +8,640 +8%
SW
347
SteelPeak Wealth
California
$8.29M +$1.71M +22,894 +25%
SFMG
348
Sage Financial Management Group
Virginia
$8.29M +$119K +1,597 +1%
VVP
349
Venture Visionary Partners
Ohio
$8.25M -$827K -11,058 -9%
CL
350
Choreo LLC
Illinois
$8.22M -$489K -6,540 -6%

EFA Hedge Fund Activity: Q1 2022 in Review

1,730 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q1 2022, worth a combined $41.3B — down 6.8% from $44.3B a quarter earlier.

Sellers outnumbered buyers: 138 funds closed out of EFA and 113 opened new positions — a net loss of 25 holders — while 693 trimmed existing stakes and 616 added.

The largest buyer was Aaron Wealth Advisors, adding an estimated $364M. The largest seller was JP Morgan Chase, cutting an estimated $520M.

  • 1,730 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q1 2022, down from 1,777 in Q4 2021.
  • Funds reported $41.3B of iShares MSCI EAFE ETF stock for Q1 2022, down 6.8% quarter-over-quarter.
  • 113 funds opened new iShares MSCI EAFE ETF positions in Q1 2022 and 138 closed out, a net change of -25 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $364M added.
  • The largest iShares MSCI EAFE ETF seller in Q1 2022 was JP Morgan Chase, an estimated $520M sold.

Based on aggregated 13F filings for Q1 2022.