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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 %
BC
1051
Burney Company
Virginia
$832K +$11.2K +142 +1%
EGA
1052
Eagle Global Advisors
Texas
$831K +$456K +5,800 +122%
Bank Julius Baer & Co
1053
Bank Julius Baer & Co
Switzerland
$826K -$48.3K -614 -6%
BFS
1054
Bard Financial Services
Connecticut
$826K – – –
FIBT
1055
First International Bank & Trust
North Dakota
$821K +$821K +10,436 New
PNC
1056
Park National Corp
Ohio
$820K – – –
TG
1057
TCW Group
California
$819K – – –
ECG
1058
EPIQ Capital Group
California
$813K +$14.1K +179 +2%
SWA
1059
Sax Wealth Advisors
New Jersey
$812K +$393 +5 +0%
PCMC
1060
Private Capital Management (Colorado)
Colorado
$809K +$496K +6,304 +158%
AWA
1061
Arkadios Wealth Advisors
Georgia
$807K +$39.1K +497 +5%
BO
1062
BRR OpCo
Ohio
$803K -$51.8K -658 -6%
PWA
1063
Peterson Wealth Advisors
Utah
$803K -$3.94K -50 -0.5%
PHIC
1064
Pine Haven Investment Counsel
Massachusetts
$802K +$802K +10,197 New
ATC
1065
Adirondack Trust Company
New York
$797K -$22.4K -285 -3%
PCM
1066
Parsons Capital Management
Rhode Island
$796K – – –
SHFA
1067
SC&H Financial Advisors
Maryland
$795K +$795K +10,106 New
LWM
1068
Laidlaw Wealth Management
New York
$792K +$792K +10,064 New
CWM
1069
Connecticut Wealth Management
Connecticut
$787K +$12.4K +157 +2%
ZF
1070
Zhang Financial
Michigan
$786K +$21.6K +274 +3%
WP
1071
WealthSource Partners
California
$786K +$42K +534 +6%
TAM
1072
Townsend Asset Management
North Carolina
$783K -$5.66K -72 -0.7%
MWM
1073
Marietta Wealth Management
Georgia
$782K – – –
TA
1074
TFG Advisers
Michigan
$782K +$35.1K +446 +5%
BFIM
1075
Beese Fulmer Investment Management
Ohio
$781K -$66K -839 -8%
41 42
43
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