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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,844 hedge funds and large institutions have $45.6B invested in iShares MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 543 increasing their positions, 709 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,844
Holders Change
+7
Holders Change %
+0.38%
% of All Funds
26.67%
Holding in Top 10
158
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+7.48%
% of All Funds
2.29%
New
121
Increased
543
Reduced
709
Closed
85
Calls
$6.3B
Puts
$9.32B
Net Calls
-$3.02B
Net Calls Change
+$43.7M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$727M
2
NMIMC
2
Northwestern Mutual Investment Management Company
Wisconsin
$552M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$607M
4
HMH
4
Hackensack Meridian Health
New Jersey
$192M
5
Cerity Partners
5
Cerity Partners
New York
$123M

Top Sellers

1
BlackRock
1
BlackRock
New York
$7.31B
2
Bank of America
2
Bank of America
North Carolina
$2.74B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.72B
4
SP
4
Stairway Partners
Illinois
$26.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
226
Clear Creek Financial Management
Washington
$17.1M +$14.2M +170,309 +505%
QIM
227
Quest Investment Management
Oregon
$16.8M -$670K -8,010 -4%
TAMH
228
Taikang Asset Management (HK)
Hong Kong
$16.7M +$394K +4,715 +2%
DBG
229
De Burlo Group
Massachusetts
$16.6M +$16.6M +198,200 New
AIM
230
Allen Investment Management
New York
$16.5M -$778K -9,305 -5%
CBT
231
Central Bank & Trust
Kentucky
$16.4M -$49.2K -588 -0.3%
FPCP
232
Fort Point Capital Partners
California
$16.4M +$465K +5,556 +3%
ITC
233
Inspire Trust Company
Nevada
$16.2M +$1.76M +21,000 +12%
HWA
234
Heartwood Wealth Advisors
Virginia
$16.1M +$134K +1,599 +0.8%
LGWM
235
Litman Gregory Wealth Management
California
$16.1M +$189K +2,256 +1%
AWS
236
Atria Wealth Solutions
New York
$15.9M -$413K -4,939 -3%
EWM
237
Evercore Wealth Management
New York
$15.9M -$1.08M -12,901 -6%
HFS
238
Hantz Financial Services
Michigan
$15.9M -$1.36M -16,301 -8%
Wellington Management Group
239
Wellington Management Group
Massachusetts
$15.9M +$16.1K +192 +0.1%
BBHC
240
Brown Brothers Harriman & Co
New York
$15.7M +$1.84M +22,019 +13%
CRC
241
Curi RMB Capital
Illinois
$15.6M -$8.59M -102,698 -35%
TIAA Trust, National Association
242
TIAA Trust, National Association
North Carolina
$15.5M -$572K -6,844 -4%
CNBT
243
Canandaigua National Bank & Trust
New York
$15.4M +$15.4M +184,414 New
HWM
244
HB Wealth Management
Georgia
$15.1M +$270K +3,226 +2%
EL
245
EQ LLC
Washington
$15.1M +$728K +8,709 +5%
CASB
246
Cape Ann Savings Bank
Massachusetts
$14.9M +$1.14M +13,659 +8%
AIP
247
Almanack Investment Partners
Pennsylvania
$14.9M +$570K +6,816 +4%
EWA
248
EP Wealth Advisors
California
$14.8M +$1.58M +18,894 +12%
GI
249
GLOBALT Investments
Georgia
$14.7M +$4.22M +50,431 +40%
MA
250
Marquette Associates
Illinois
$14.7M – – –
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