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iShares MSCI EAFE ETF
EFA

1,777 hedge funds and large institutions have $44.3B invested in iShares MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 696 increasing their positions, 508 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more first-time investments, than exits

New positions opened: 279 | Existing positions closed: 71

37% more repeat investments, than reductions

Existing positions increased: 696 | Existing positions reduced: 508

11% more funds holding

Funds holding: 1,598 → 1,777 (+179)

2.2% more ownership

Funds ownership: 75.62% → 77.82% (+2.2%)

4% more capital invested

Capital invested by funds: $42.5B → $44.3B (+$1.78B)

3% less funds holding in top 10

Funds holding in top 10: 164 → 159 (-5)

56% less call options, than puts

Call options by funds: $4.1B | Put options by funds: $9.21B

Holders
1,777
Holders Change
+179
Holders Change %
+11.2%
% of All Funds
27.34%
Holding in Top 10
159
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.05%
% of All Funds
2.45%
New
279
Increased
696
Reduced
508
Closed
71
Calls
$4.1B
Puts
$9.21B
Net Calls
-$5.12B
Net Calls Change
-$461M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$632M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$271M
3
Jane Street
Jane Street
New York
+$236M
4
SO
STRS Ohio
Ohio
+$212M
5
Capital International Investors
Capital International Investors
California
+$165M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.17B
2
MOACM
Mutual of America Capital Management
New York
-$423M
3
CM
Churchill Management
California
-$177M
4
Citigroup
Citigroup
New York
-$157M
5
HHGA
Halbert Hargrove Global Advisors
California
-$98.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1576
Compass Advisory Group
New York
$214K – – –
FNC
1577
First National Corp
Massachusetts
$213K – – –
FRA
1578
Front Row Advisors
California
$213K – – –
TWM
1579
TriaGen Wealth Management
California
$212K – – –
CHAM
1580
Clear Harbor Asset Management
Connecticut
$212K +$214K +2,697 New
PCMM
1581
Piedmont Capital Management (Montana)
Montana
$212K +$214K +2,697 New
PMG
1582
Private Management Group
California
$211K – – –
JFA
1583
Johanson Financial Advisors
California
$211K +$2.69K +34 +1%
CHA
1584
Carmichael Hill & Associates
Maryland
$210K – – –
PL
1585
Parthenon LLC
Kentucky
$210K – – –
EFA
1586
Evernest Financial Advisors
Indiana
$209K +$220K +2,777 New
OWA
1587
One Wealth Advisors
California
$208K +$210K +2,647 New
PAM
1588
Peak Asset Management
Colorado
$207K -$8.87K -112 -4%
KCA
1589
Karn Couzens & Associates
Connecticut
$207K +$208K +2,627 New
WH
1590
Willner & Heller
California
$207K +$210K +2,655 New
AF
1591
Apexium Financial
Texas
$206K +$207K +2,614 New
IWP
1592
Innova Wealth Partners
Pennsylvania
$205K -$2.76M -34,788 -93%
IFO
1593
Independent Family Office
New York
$204K +$205K +2,588 New
FNBSF
1594
First National Bank Sioux Falls
South Dakota
$203K – – –
LDFR
1595
Lehman & Derafelo Financial Resources
Pennsylvania
$203K – – –
HIG
1596
Heritage Investment Group
Florida
$203K +$205K +2,585 New
FLA
1597
Financial Life Advisors
Texas
$202K – – –
MWA
1598
Meridian Wealth Advisors
Texas
$202K +$203K +2,564 New
TSS
1599
Two Sigma Securities
New York
$202K +$204K +2,571 New
SCA
1600
Sandy Cove Advisors
Massachusetts
$201K +$202K +2,550 New
62 63
64
65 66

EFA Hedge Fund Activity: Q4 2021 in Review

1,777 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2021, worth a combined $44.3B — up 4.2% from $42.5B a quarter earlier.

Buyers outnumbered sellers: 279 funds opened new EFA positions and 71 closed out — a net gain of 208 holders — while 696 added to existing stakes and 508 trimmed.

The largest buyer was BlackRock, adding an estimated $632M. The largest seller was Susquehanna International Group, cutting an estimated $1.17B.

  • 1,777 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2021, up from 1,598 in Q3 2021.
  • Funds reported $44.3B of iShares MSCI EAFE ETF stock for Q4 2021, up 4.2% quarter-over-quarter.
  • 279 funds opened new iShares MSCI EAFE ETF positions in Q4 2021 and 71 closed out, a net change of +208 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2021 was BlackRock, an estimated $632M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2021 was Susquehanna International Group, an estimated $1.17B sold.

Based on aggregated 13F filings for Q4 2021.