EFA icon

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 %
DJSG
1101
D.J. St. Germain
Massachusetts
$731K -$11.4K -145 -2%
TCA
1102
Transcend Capital Advisors
New Jersey
$730K +$161K +2,050 +28%
DDPIC
1103
Deroy & Devereaux Private Investment Counsel
Michigan
$724K -$200K -2,547 -22%
PWP
1104
Personal Wealth Partners
Minnesota
$724K – – –
FA
1105
Financial Advisors
Massachusetts
$724K – – –
PBO
1106
Peoples Bank (Ohio)
Ohio
$723K -$2.36K -30 -0.3%
HVIA
1107
Hudson Valley Investment Advisors
New York
$715K -$88.9K -1,130 -11%
EAM
1108
Empirical Asset Management
Massachusetts
$715K +$715K +9,091 New
FFG
1109
Frisch Financial Group
New York
$713K +$7.86K +100 +1%
TCPWM
1110
Traverso Chambers Private Wealth Management
California
$709K +$2.6K +33 +0.4%
TCOO
1111
Trust Company of Oklahoma
Oklahoma
$708K – – –
SWM
1112
Southern Wealth Management
Texas
$707K +$137K +1,738 +24%
W
1113
WealthOne
New York
$706K -$95.9K -1,218 -12%
OFA
1114
Oak Family Advisors
Illinois
$706K -$1.57K -20 -0.2%
BCM
1115
BlueCrest Capital Management
Jersey
$703K +$703K +8,929 New
MFA
1116
Mayflower Financial Advisors
Massachusetts
$702K – – –
WA
1117
Wealth Architects
California
$700K -$236 -3 -0%
NSB
1118
Norway Savings Bank
Maine
$695K -$9.44K -120 -1%
ACS
1119
Archford Capital Strategies
Illinois
$692K – – –
SWA
1120
Sightline Wealth Advisors
Connecticut
$691K +$8.08K +165 +1%
OWA
1121
Opal Wealth Advisors
New York
$690K +$690K +8,764 New
HC
1122
Hamilton Capital
Ohio
$685K +$685K +8,703 New
AAM
1123
Autus Asset Management
Arizona
$679K -$27.8K -354 -4%
ST
1124
Sabal Trust
Florida
$678K +$62.2K +790 +10%
KOC
1125
Koss-Olinger Consulting
Florida
$677K +$237K +3,012 +54%
43 44
45
46 47