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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 %
PTP
1476
Platform Technology Partners
New York
$275K – – –
IFWM
1477
Institute for Wealth Management
Colorado
$275K +$35.5K +451 +15%
OA
1478
Operose Advisors
Wisconsin
$275K +$275K +3,491 New
RC
1479
Roundview Capital
New Jersey
$274K -$944 -12 -0.3%
GIA
1480
Guyasuta Investment Advisors
Pennsylvania
$272K – – –
GAG
1481
GM Advisory Group
New York
$270K – – –
MA
1482
Montag & Associates
Georgia
$270K +$77.5K +986 +40%
GWM
1483
GSB Wealth Management
Connecticut
$270K +$270K +3,434 New
BA
1484
Bellwether Advisors
Nebraska
$269K – – –
CAL
1485
Capital Analysts LLC
Pennsylvania
$268K -$4.09K -52 -2%
GIM
1486
Greylin Investment Management
Virginia
$268K – – –
GWCM
1487
Godshalk Welsh Capital Management
Pennsylvania
$268K – – –
WFA
1488
Websterrogers Financial Advisors
South Carolina
$268K – – –
CFD
1489
Creative Financial Designs
Indiana
$268K +$44.6K +567 +20%
RFA
1490
Reilly Financial Advisors
California
$268K +$53K +675 +25%
FP
1491
Financial Perspectives
Minnesota
$267K +$3.38K +43 +1%
IPW
1492
Inlet Private Wealth
Florida
$267K – – –
FH
1493
FWG Holdings
Florida
$267K +$24.2K +311 +10%
NW
1494
Naviter Wealth
Arkansas
$267K +$267K +3,383 New
JWS
1495
Juncture Wealth Strategies
Arizona
$267K +$267K +3,390 New
BHTS
1496
Bar Harbor Trust Services
Maine
$265K -$1.1K -14 -0.4%
AIM
1497
Alhambra Investment Management
Florida
$264K +$28.1K +358 +12%
WA
1498
Wealthstream Advisors
New York
$264K +$264K +3,355 New
MCA
1499
Maryland Capital Advisors
Maryland
$263K +$263K +3,348 New
CNBTD
1500
Citizens National Bank Trust Department
Mississippi
$262K -$216K -2,750 -45%
58 59
60
61 62