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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 %
HFS
1351
Howard Financial Services
Texas
$384K – – –
PWMG
1352
Provence Wealth Management Group
California
$384K +$384K +4,876 New
SCG
1353
Sonata Capital Group
Washington
$382K -$20.4K -260 -5%
KCPG
1354
Kavar Capital Partners Group
Kansas
$381K – – –
MSCM
1355
McElhenny Sheffield Capital Management
Texas
$379K -$105K -1,337 -22%
MWM
1356
MorganRosel Wealth Management
Colorado
$379K -$236 -3 -0.1%
SAM
1357
SignalPoint Asset Management
Missouri
$378K +$24.3K +309 +7%
BWM
1358
BerganKDV Wealth Management
Minnesota
$375K +$122K +1,551 +48%
MF
1359
Meridian Financial
Massachusetts
$373K +$373K +4,737 New
BWA
1360
Bordeaux Wealth Advisors
California
$371K +$66.1K +841 +22%
ICG
1361
InterOcean Capital Group
Tennessee
$369K – – –
APW
1362
Aurora Private Wealth
New Jersey
$368K -$157K -1,998 -30%
CWM
1363
ClientFirst Wealth Management
Arkansas
$367K +$367K +4,985 New
CLOS
1364
Compagnie Lombard Odier SCmA
Switzerland
$366K – – –
Allianz Asset Management
1365
Allianz Asset Management
Germany
$365K – – –
CG
1366
CFO4Life Group
Texas
$365K +$365K +4,642 New
PFG
1367
Pacific Financial Group
Washington
$364K -$35.5K -449 -9%
OAM
1368
Occidental Asset Management
California
$364K +$2.13K +27 +0.6%
SP
1369
Successful Portfolios
Florida
$363K -$2.28K -29 -0.6%
LC
1370
Lavaca Capital
Texas
$363K +$363K +4,609 New
GC
1371
Gibson Capital
Pennsylvania
$362K – – –
AW
1372
Avion Wealth
Texas
$362K +$630 +8 +0.2%
SFI
1373
SPC Financial Inc
Maryland
$362K +$23.6K +300 +7%
PWA
1374
Pillar Wealth Advisors
Pennsylvania
$361K +$361K +4,589 New
SCA
1375
SMH Capital Advisors
Texas
$359K +$1.1K +14 +0.3%
53 54
55
56 57