iShares MSCI EAFE ETF
EFA
1,730 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 616 increasing their positions, 693 reducing their positions, and 138 closing their positions.
0.88% more ownership
Funds ownership: 77.82% → 78.7% (+0.88%)
1% more funds holding in top 10
Funds holding in top 10: 159 → 160 (+1)
3% less funds holding
Funds holding: 1,777 → 1,730 (-47)
7% less capital invested
Capital invested by funds: $44.3B → $41.3B (-$3.01B)
11% less repeat investments, than reductions
Existing positions increased: 616 | Existing positions reduced: 693
18% less first-time investments, than exits
New positions opened: 113 | Existing positions closed: 138
68% less call options, than puts
Call options by funds: $2.71B | Put options by funds: $8.53B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$364M |
| 2 |
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
+$262M |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$224M |
| 4 |
BlackRock
New York
|
+$220M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$520M |
| 2 |
HMH
Hackensack Meridian Health
Edison,
New Jersey
|
-$161M |
| 3 |
WL
WIT LLC
District Of Columbia,
District of Columbia
|
-$149M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$132M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$127M |
EFA Hedge Fund Activity: Q1 2022 in Review
1,730 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q1 2022, worth a combined $41.3B — down 6.8% from $44.3B a quarter earlier.
Sellers outnumbered buyers: 138 funds closed out of EFA and 113 opened new positions — a net loss of 25 holders — while 693 trimmed existing stakes and 616 added.
The largest buyer was Aaron Wealth Advisors, adding an estimated $364M. The largest seller was JP Morgan Chase, cutting an estimated $520M.
- 1,730 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q1 2022, down from 1,777 in Q4 2021.
- Funds reported $41.3B of iShares MSCI EAFE ETF stock for Q1 2022, down 6.8% quarter-over-quarter.
- 113 funds opened new iShares MSCI EAFE ETF positions in Q1 2022 and 138 closed out, a net change of -25 holders.
- The largest iShares MSCI EAFE ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $364M added.
- The largest iShares MSCI EAFE ETF seller in Q1 2022 was JP Morgan Chase, an estimated $520M sold.
Based on aggregated 13F filings for Q1 2022.