We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,598 hedge funds and large institutions have $42.5B invested in iShares MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 584 increasing their positions, 555 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 73

5% more repeat investments, than reductions

Existing positions increased: 584 | Existing positions reduced: 555

0.74% less ownership

Funds ownership: 76.35%75.62% (-0.74%)

1% less funds holding

Funds holding: 1,6131,598 (-15)

2% less capital invested

Capital invested by funds: $43.2B → $42.5B (-$690M)

3% less funds holding in top 10

Funds holding in top 10: 169164 (-5)

56% less call options, than puts

Call options by funds: $3.64B | Put options by funds: $8.3B

Holders
1,598
Holders Change
-15
Holders Change %
-0.93%
% of All Funds
27.97%
Holding in Top 10
164
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.96%
% of All Funds
2.87%
New
82
Increased
584
Reduced
555
Closed
73
Calls
$3.64B
Puts
$8.3B
Net Calls
-$4.66B
Net Calls Change
+$2.94B
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
1376
Obermeyer Wealth Partners
Colorado
$254K +$260K +3,253 New
CPC
1377
Consolidated Planning Corp
Georgia
$252K -$5.92K -74 -2%
Luther King Capital Management (LKCM)
1378
Luther King Capital Management (LKCM)
Texas
$252K
BWM
1379
BerganKDV Wealth Management
Minnesota
$251K
DWM
1380
Doyle Wealth Management
Florida
$251K +$15K +187 +6%
BBVA
1381
Banco Bilbao Vizcaya Argentaria
Spain
$249K -$207K -2,593 -45%
C1AG
1382
Client 1st Advisory Group
Florida
$249K
SWM
1383
Sugarloaf Wealth Management
Georgia
$249K
JWM
1384
Janiczek Wealth Management
Colorado
$249K +$6.4K +80 +3%
BWP
1385
Baldwin Wealth Partners
Massachusetts
$248K
JWM
1386
JGP Wealth Management
Oregon
$248K
TFCP
1387
Twin Focus Capital Partners
Massachusetts
$246K
CFA
1388
Carroll Financial Associates
North Carolina
$246K +$5.28K +66 +2%
YWP
1389
YorkBridge Wealth Partners
New York
$246K +$27.1K +339 +12%
MFA
1390
McClarren Financial Advisors
Pennsylvania
$245K -$28.3K -354 -10%
OPTFSNA
1391
Old Point Trust & Financial Services N A
Virginia
$245K
HCP
1392
Hexagon Capital Partners
Arkansas
$245K +$96K +1,200 +62%
SWP
1393
Summit Wealth Partners
Florida
$244K
FH
1394
FWG Holdings
Florida
$244K +$1.68K +21 +0.7%
NA
1395
Nottingham Advisors
New York
$244K +$2.4K +30 +1%
FAT
1396
First American Trust
California
$243K -$12.3K -154 -5%
BWCS
1397
Beirne Wealth Consulting Services
Connecticut
$243K
CSWG
1398
Cardinal Strategic Wealth Guidance
Kentucky
$243K
CWM
1399
Cabot Wealth Management
Massachusetts
$242K +$8.64K +108 +4%
MPI
1400
Mairs & Power Inc
Minnesota
$241K

EFA Hedge Fund Activity: Q3 2021 in Review

1,598 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2021, worth a combined $42.5B — down 1.6% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EFA positions and 73 closed out — a net gain of 9 holders — while 584 added to existing stakes and 555 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $346M. The largest seller was Jane Street, cutting an estimated $474M.

  • 1,598 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2021, down from 1,613 in Q2 2021.
  • Funds reported $42.5B of iShares MSCI EAFE ETF stock for Q3 2021, down 1.6% quarter-over-quarter.
  • 82 funds opened new iShares MSCI EAFE ETF positions in Q3 2021 and 73 closed out, a net change of +9 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $346M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2021 was Jane Street, an estimated $474M sold.

Based on aggregated 13F filings for Q3 2021.