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iShares MSCI EAFE ETF
EFA

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: 1,598 → 1,777 (+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: 164 → 159 (-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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$632M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$271M
3
Jane Street
Jane Street
New York
+$236M
4
SO
STRS Ohio
Ohio
+$212M
5
Capital International Investors
Capital International Investors
California
+$165M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.17B
2
MOACM
Mutual of America Capital Management
New York
-$423M
3
CM
Churchill Management
California
-$177M
4
Citigroup
Citigroup
New York
-$157M
5
HHGA
Halbert Hargrove Global Advisors
California
-$98.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
976
Wade Financial Advisory
California
$1.05M +$45.2K +571 +4%
EWM
977
Endurance Wealth Management
Rhode Island
$1.05M -$3.74M -47,192 -78%
MFM
978
Mirsky Financial Management
New York
$1.04M +$50.1K +632 +5%
SIA
979
Schechter Investment Advisors
Michigan
$1.04M +$1.05M +13,249 New
GC
980
Garde Capital
Washington
$1.04M +$24.1K +304 +2%
T
981
TNF
Montana
$1.04M – – –
SIGI
982
Susquehanna International Group (Ireland)
Ireland
$1.03M -$16.1M -203,657 -94%
ECM
983
Evergreen Capital Management
Washington
$1.03M +$97.8K +1,235 +10%
MFG
984
Monte Financial Group
Connecticut
$1.03M -$154K -1,940 -13%
FCA
985
FinTrust Capital Advisors
South Carolina
$1.03M +$51.4K +649 +5%
EWM
986
Empirical Wealth Management
Washington
$1.03M +$7.21K +91 +0.7%
CPW
987
Catalyst Private Wealth
California
$1.02M +$661K +8,349 +179%
GA
988
GFS Advisors
Texas
$1.02M +$37.2K +470 +4%
SC
989
Stephens Consulting
Michigan
$1.02M +$1.03M +12,962 New
GM
990
GeoWealth Management
Illinois
$1.01M +$16.2K +205 +2%
FFM
991
Forum Financial Management
Illinois
$1M +$1.01M +12,743 New
CAGAS
992
Capital Advisory Group Advisory Services
Minnesota
$1M +$42.8K +540 +4%
EARNEST Partners
993
EARNEST Partners
Georgia
$998K – – –
Kovitz Investment Group Partners
994
Kovitz Investment Group Partners
Illinois
$998K +$51.9K +655 +5%
TC
995
Trust Company
Kansas
$995K – – –
CFN
996
Cordasco Financial Network
Florida
$986K +$37.3K +471 +4%
Vontobel Holding
997
Vontobel Holding
Switzerland
$985K – – –
CCA
998
Conservest Capital Advisors
Pennsylvania
$979K +$4.36K +55 +0.4%
EWMCB
999
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$977K – – –
1IA
1000
1834 Investment Advisors
Wisconsin
$973K +$2.22K +28 +0.2%
38 39
40
41 42

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.