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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
$5.2B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$835M
3
Jane Street
Jane Street
New York
$246M
4
SO
STRS Ohio
Ohio
$301M
5
Capital International Investors
Capital International Investors
California
$199M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$183M
2
MOACM
Mutual of America Capital Management
New York
$0
3
CM
Churchill Management
California
$12.3M
4
Citigroup
Citigroup
New York
$126M
5
HHGA
Halbert Hargrove Global Advisors
California
$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
201
Freestone Capital Holdings
Washington
$19.2M +$158K +2,011 +0.8%
CFAM
202
Coury Firm Asset Management
Pennsylvania
$19.2M +$19.2M +246,331 New
PA
203
Prism Advisors
California
$19.2M +$763K +9,698 +4%
VFPI
204
Vantage Financial Partners (Illinois)
Illinois
$19.2M +$59.8K +760 +0.3%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$19.2M +$2.85M +36,244 +17%
SW
206
SVB Wealth
Massachusetts
$19.1M -$1.17M -14,810 -6%
SFS
207
Summit Financial Strategies
Ohio
$19.1M +$369K +4,686 +2%
LNC
208
Lincoln National Corp
Pennsylvania
$19M -$298K -3,793 -2%
SL
209
SWMG LLC
Texas
$19M +$19M +241,196 New
MCC
210
Money Concepts Capital
Florida
$19M +$19M +241,067 New
CG
211
Colony Group
Massachusetts
$18.9M +$477K +6,066 +3%
MC
212
Minot Capital
Colorado
$18.9M – – –
VCM
213
Verger Capital Management
North Carolina
$18.7M +$167K +2,126 +0.9%
EWM
214
Evercore Wealth Management
New York
$18.6M +$1.28M +16,224 +7%
SPIA
215
Steward Partners Investment Advisory
New York
$18.4M +$928K +11,798 +5%
HBT
216
Hills Bank & Trust
Iowa
$18.4M -$1.47M -18,738 -7%
GC
217
Grimes & Company
Massachusetts
$18.4M -$10.1M -127,767 -35%
BJL
218
Brighton Jones LLC
Washington
$18.2M +$257K +3,266 +1%
NL
219
NEPC LLC
Massachusetts
$18.1M +$8.28M +105,290 +85%
MPW
220
Monterey Private Wealth
California
$18M +$688K +8,741 +4%
WCG
221
Wall Capital Group
Arizona
$18M -$989K -12,564 -5%
CDIA
222
Capital Directions Investment Advisors
Georgia
$17.8M -$188K -2,384 -1%
CAN
223
Cetera Advisor Networks
California
$17.5M +$1.26M +15,970 +8%
Lido Advisors
224
Lido Advisors
California
$17.5M +$3.04M +38,681 +21%
PP
225
Palladium Partners
Virginia
$17.1M -$196K -2,485 -1%
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