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iShares Core MSCI EAFE ETF

1,525 hedge funds and large institutions have $87.8B invested in iShares Core MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 796 increasing their positions, 328 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 51

143% more repeat investments, than reductions

Existing positions increased: 796 | Existing positions reduced: 328

44% more call options, than puts

Call options by funds: $7.35M | Put options by funds: $5.1M

14% more funds holding

Funds holding: 1,3361,525 (+189)

10% more funds holding in top 10

Funds holding in top 10: 293322 (+29)

7% more capital invested

Capital invested by funds: $82.1B → $87.8B (+$5.7B)

0.99% more ownership

Funds ownership: 83.58%84.57% (+0.99%)

Holders
1,525
Holders Change
+189
Holders Change %
+14.15%
% of All Funds
23.47%
Holding in Top 10
322
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+9.9%
% of All Funds
4.95%
New
264
Increased
796
Reduced
328
Closed
51
Calls
$7.35M
Puts
$5.1M
Net Calls
+$2.25M
Net Calls Change
+$4.66M
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1526
Bingham Osborn & Scarborough
California
-$85.6M -1,152,408 Closed
MA
1527
MCF Advisors
Kentucky
-$32.5M -438,309 Closed
CAI
1528
Capital Advisors Inc
Oklahoma
-$31.8M -428,485 Closed
AIM
1529
Astor Investment Management
Illinois
-$18M -241,781 Closed
GRP
1530
Global Retirement Partners
California
-$11.8M -158,543 Closed
PCMM
1531
Piedmont Capital Management (Montana)
Montana
-$9.74M -131,050 Closed
VOYA Investment Management
1532
VOYA Investment Management
Georgia
-$7.37M -99,318 Closed
HH
1533
Hilltop Holdings
Texas
-$6.54M -88,125 Closed
HIP
1534
Harrell Investment Partners
Texas
-$6.34M -85,419 Closed
TTWM
1535
TCV Trust & Wealth Management
Virginia
-$5.08M -68,394 Closed
Bank of Nova Scotia
1536
Bank of Nova Scotia
Ontario, Canada
-$4.12M -55,500 Closed
CWA
1537
Centennial Wealth Advisory
Michigan
-$3.66M -49,320 Closed
BBA
1538
Braun-Bostich & Associates
Pennsylvania
-$2.92M -39,262 Closed
JF
1539
Jump Financial
Illinois
-$2.31M -31,178 Closed
SBH
1540
Segall Bryant & Hamill
Illinois
-$1.42M -19,088 Closed
EP
1541
EPIQ Partners
Minnesota
-$1.34M -18,000 Closed
SAM
1542
Strategy Asset Managers
California
-$946K -12,745 Closed
Vontobel Holding
1543
Vontobel Holding
Switzerland
-$665K -8,967 Closed
WI
1544
Wintrust Investments
Illinois
-$522K -7,030 Closed
VCS
1545
Vaughan & Co Securities
New Jersey
-$390K -5,255 Closed
BW
1546
Bison Wealth
Georgia
-$369K -4,963 Closed
WC
1547
Whitney & Co
New York
-$330K -4,448 Closed
MCM
1548
Monument Capital Management
Virginia
-$318K -4,280 Closed
AIA
1549
Angeles Investment Advisors
California
-$304K -4,090 Closed
WIC
1550
Whitegate Investment Counselors
New Hampshire
-$249K -3,351 Closed

IEFA Hedge Fund Activity: Q4 2021 in Review

1,525 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q4 2021, worth a combined $87.8B — up 6.9% from $82.1B a quarter earlier.

Buyers outnumbered sellers: 264 funds opened new IEFA positions and 51 closed out — a net gain of 213 holders — while 796 added to existing stakes and 328 trimmed.

The largest buyer was Bank of America, adding an estimated $907M. The largest seller was Wells Fargo, cutting an estimated $328M.

  • 1,525 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q4 2021, up from 1,336 in Q3 2021.
  • Funds reported $87.8B of iShares Core MSCI EAFE ETF stock for Q4 2021, up 6.9% quarter-over-quarter.
  • 264 funds opened new iShares Core MSCI EAFE ETF positions in Q4 2021 and 51 closed out, a net change of +213 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q4 2021 was Bank of America, an estimated $907M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q4 2021 was Wells Fargo, an estimated $328M sold.

Based on aggregated 13F filings for Q4 2021.