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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 %
IP
1451
Intellectus Partners
California
$295K -$173K -2,188 -37%
PCTC
1452
Perkins Coie Trust Company
Washington
$295K – – –
LSA
1453
Lion Street Advisors
Texas
$295K – – –
OIS
1454
Okabena Investment Services
Minnesota
$295K +$295K +3,750 New
CRWM
1455
Castle Rock Wealth Management
California
$294K -$38.2K -500 -11%
PA
1456
PSI Advisors
Florida
$290K -$2.91K -37 -1%
PFA
1457
Paradigm Financial Advisors
Missouri
$289K +$15.6K +198 +6%
LSPW
1458
Lake Street Private Wealth
Illinois
$289K +$69.9K +890 +32%
GGS
1459
Galvin Gaustad & Stein
Arizona
$288K -$47.2K -600 -14%
RW
1460
REDW Wealth
New Mexico
$288K – – –
AWA
1461
Alta Wealth Advisors
Massachusetts
$287K – – –
PS
1462
Portfolio Solutions
Michigan
$287K – – –
PP
1463
Patten & Patten
Tennessee
$285K -$197K -2,508 -41%
EK
1464
Evensky & Katz
Florida
$284K +$4.95K +63 +2%
KFGK
1465
Keystone Financial Group (Kentucky)
Kentucky
$283K – – –
MMG
1466
Monetary Management Group
Missouri
$283K +$7.87K +100 +3%
PWMAG
1467
Pinnacle Wealth Management Advisory Group
New Jersey
$283K +$283K +3,600 New
AIC
1468
Argus Investors Counsel
New York
$281K -$393 -5 -0.1%
BCFS
1469
Butensky & Cohen Financial Security
Florida
$280K -$3.31K -42 -1%
HWM
1470
HighMark Wealth Management
Minnesota
$280K – – –
SPWM
1471
Schrum Private Wealth Management
Florida
$280K +$280K +3,527 New
CCM
1472
Crew Capital Management
Ohio
$279K – – –
CIP
1473
Cornerstone Investment Partners
Georgia
$277K -$24.7K -313 -8%
CWM
1474
Chemistry Wealth Management
New York
$277K +$277K +3,523 New
NLP
1475
Next Level Private
New York
$277K +$277K +3,523 New
57 58
59
60 61