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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 %
W
1426
WorthPointe
California
$320K +$320K +4,051 New
JPMIA
1427
J.P. Marvel Investment Advisors
Massachusetts
$319K – – –
BMCM
1428
Burns Matteson Capital Management
New York
$319K +$319K +4,049 New
MPM
1429
Meritage Portfolio Management
Kansas
$318K -$14.2K -180 -4%
WFA
1430
Wipfli Financial Advisors
Wisconsin
$317K – – –
PT
1431
Plimoth Trust
Massachusetts
$317K -$18.1K -230 -5%
DIM
1432
Delta Investment Management
California
$317K +$3.94K +50 +1%
BAS
1433
Brown Advisory Securities
Maryland
$316K -$11K -140 -3%
BA
1434
Ballast Advisors
Minnesota
$316K – – –
ACM
1435
Advisors Capital Management
New Jersey
$316K +$551 +7 +0.2%
PPW
1436
PACK Private Wealth
Minnesota
$315K +$315K +4,004 New
CCP
1437
Corient Capital Partners
California
$314K -$807K -10,262 -72%
HFS
1438
HBC Financial Services
Washington
$314K -$4.16K -53 -1%
MWM
1439
Maltin Wealth Management
New Jersey
$314K +$4.87K +62 +2%
GWM
1440
Guardian Wealth Management
Illinois
$314K +$314K +3,991 New
SFP
1441
Strategic Financial Partners
Oregon
$310K – – –
SAS
1442
Sanford Advisory Services
Michigan
$309K -$346K -4,396 -53%
IWS
1443
Insight Wealth Strategies
California
$306K -$749K -9,504 -71%
BSA
1444
Bull Street Advisors
Georgia
$303K – – –
SAM
1445
S.A. Mason
Michigan
$302K -$15.8K -200 -5%
MBTD
1446
Mechanics Bank - Trust Department
California
$302K +$3.15K +40 +1%
SIC
1447
Samalin Investment Counsel
New York
$302K +$4.56K +58 +2%
MS
1448
Madden Securities
Texas
$301K -$39.3K -500 -12%
EIA
1449
Eldridge Investment Advisors
New Hampshire
$297K -$7.72K -98 -3%
BFA
1450
Beacon Financial Advisory
Ohio
$296K +$2.83K +36 +1%
56 57
58
59 60