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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
+$628M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$269M
3
Jane Street
Jane Street
New York
+$234M
4
SO
STRS Ohio
Ohio
+$210M
5
Capital International Investors
Capital International Investors
California
+$164M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.16B
2
MOACM
Mutual of America Capital Management
New York
-$423M
3
CM
Churchill Management
California
-$176M
4
Citigroup
Citigroup
New York
-$156M
5
HHGA
Halbert Hargrove Global Advisors
California
-$98M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
376
Phillips Financial Management
Indiana
$7.59M -$51.7K -657 -0.7%
CPA
377
Cardiff Park Advisors
California
$7.58M +$7.58M +96,389 New
Wealth Enhancement Advisory Services
378
Wealth Enhancement Advisory Services
Minnesota
$7.57M +$437K +5,758 +6%
JWCA
379
J.W. Cole Advisors
Florida
$7.49M +$7.49M +95,169 New
TAM
380
Tocqueville Asset Management
New York
$7.39M +$411K +5,225 +6%
HWM
381
HB Wealth Management
Georgia
$7.37M +$7.37M +93,683 New
SWRP
382
Summit Wealth & Retirement Planning
California
$7.34M -$187K -2,383 -2%
BFPW
383
BOK Financial Private Wealth
Colorado
$7.34M -$136K -1,728 -2%
EIP
384
Ellis Investment Partners
Pennsylvania
$7.28M -$447K -5,681 -6%
PIA
385
Powell Investment Advisors
Florida
$7.24M +$93.7K +1,189 +1%
FWIA
386
Fort Washington Investment Advisors
Ohio
$7.24M +$497K +6,315 +7%
TH
387
TCTC Holdings
Texas
$7.24M +$104K +1,323 +1%
TCOK
388
Trust Company of Kansas
Kansas
$7.2M +$7.2M +91,498 New
DWM
389
Dakota Wealth Management
Florida
$7.11M +$71K +903 +1%
BA
390
Bristlecone Advisors
Washington
$7.07M +$6.77K +86 +0.1%
SW
391
SteelPeak Wealth
California
$7.06M +$718K +9,124 +11%
PWPS
392
Pinnacle Wealth Planning Services
Ohio
$7.02M +$379K +4,822 +6%
WB
393
Webster Bank
Connecticut
$6.92M -$281K -3,576 -4%
LFAS
394
Level Four Advisory Services
Texas
$6.88M +$1.05M +13,324 +18%
PA
395
Parallel Advisors
California
$6.87M +$1.02M +13,004 +17%
IF
396
Ironwood Financial
Arizona
$6.87M +$324K +4,124 +5%
CI
397
CX Institutional
Indiana
$6.82M +$60.8K +773 +0.9%
TSW
398
Thompson Siegel & Walmsley
Virginia
$6.8M +$506K +6,437 +8%
KP
399
Keel Point
Alabama
$6.76M -$788K -10,019 -10%
TFO
400
Tarbox Family Office
California
$6.76M -$477K -6,068 -7%
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