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iShares MSCI EAFE ETF

1,777 hedge funds and large institutions have $44.3B invested in iShares MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 696 increasing their positions, 508 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more first-time investments, than exits

New positions opened: 279 | Existing positions closed: 71

37% more repeat investments, than reductions

Existing positions increased: 696 | Existing positions reduced: 508

11% more funds holding

Funds holding: 1,5981,777 (+179)

2.2% more ownership

Funds ownership: 75.62%77.82% (+2.2%)

4% more capital invested

Capital invested by funds: $42.5B → $44.3B (+$1.78B)

3% less funds holding in top 10

Funds holding in top 10: 164159 (-5)

56% less call options, than puts

Call options by funds: $4.1B | Put options by funds: $9.21B

Holders
1,777
Holders Change
+179
Holders Change %
+11.2%
% of All Funds
27.34%
Holding in Top 10
159
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.05%
% of All Funds
2.45%
New
279
Increased
696
Reduced
508
Closed
71
Calls
$4.1B
Puts
$9.21B
Net Calls
-$5.12B
Net Calls Change
-$461M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$72.8M +$31.2M +393,871 +74%
GT
77
Glenmede Trust
Pennsylvania
$71.8M +$748K +9,446 +1%
Bank of Nova Scotia
78
Bank of Nova Scotia
Ontario, Canada
$70.6M +$20.2M +254,966 +48%
FWM
79
FFT Wealth Management
Pennsylvania
$69.8M +$2.92M +36,824 +4%
Ensign Peak Advisors
80
Ensign Peak Advisors
Utah
$65.2M -$117K -1,475 -0.2%
LP
81
LGL Partners
Pennsylvania
$64.5M +$62.3M +787,209 +2,407%
CWM
82
Congress Wealth Management
Massachusetts
$64.2M +$69.7M +879,547 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$62.4M +$3.97M +50,138 +7%
William Blair & Company
84
William Blair & Company
Illinois
$62.1M +$934K +11,795 +2%
CFG
85
Citizens Financial Group
Rhode Island
$59.1M +$694K +8,764 +1%
Aristotle Capital Management
86
Aristotle Capital Management
California
$58.8M +$32.2M +406,210 +119%
CAM
87
Cresset Asset Management
Illinois
$58.4M +$15.4M +194,304 +36%
Macquarie Group
88
Macquarie Group
Australia
$58.4M +$56.9M +718,162 +3,057%
PSUF
89
People's United Financial
Connecticut
$57.3M -$11.9M -149,912 -17%
TCM
90
Twele Capital Management
Minnesota
$55.3M +$935K +11,800 +2%
WSTAM
91
Wilbanks Smith & Thomas Asset Management
Virginia
$55M +$2.22M +28,067 +4%
MML Investors Services
92
MML Investors Services
Massachusetts
$54.3M +$3.27M +41,286 +6%
Brown Advisory
93
Brown Advisory
Maryland
$54.3M -$150K -1,893 -0.3%
BDF
94
Balasa Dinverno & Foltz
$54.1M -$509K -6,425 -0.9%
LIA
95
LBMC Investment Advisors
Tennessee
$51.7M +$51.8M +654,349 +21,739%
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$51.4M +$19.3M +243,255 +59%
Voloridge Investment Management
97
Voloridge Investment Management
Florida
$51.1M +$51.5M +650,000 New
BA
98
Bridgewater Associates
Connecticut
$50.7M -$1.39M -17,579 -3%
HP
99
HT Partners
Connecticut
$49.8M -$396 -5 -0%
CS
100
Credit Suisse
Switzerland
$49.6M -$73.4M -927,384 -60%

EFA Hedge Fund Activity: Q4 2021 in Review

1,777 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2021, worth a combined $44.3B — up 4.2% from $42.5B a quarter earlier.

Buyers outnumbered sellers: 279 funds opened new EFA positions and 71 closed out — a net gain of 208 holders — while 696 added to existing stakes and 508 trimmed.

The largest buyer was BlackRock, adding an estimated $632M. The largest seller was Susquehanna International Group, cutting an estimated $1.17B.

  • 1,777 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2021, up from 1,598 in Q3 2021.
  • Funds reported $44.3B of iShares MSCI EAFE ETF stock for Q4 2021, up 4.2% quarter-over-quarter.
  • 279 funds opened new iShares MSCI EAFE ETF positions in Q4 2021 and 71 closed out, a net change of +208 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2021 was BlackRock, an estimated $632M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2021 was Susquehanna International Group, an estimated $1.17B sold.

Based on aggregated 13F filings for Q4 2021.