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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,608 hedge funds and large institutions have $43.2B invested in iShares MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 646 increasing their positions, 583 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,608
Holders Change
+23
Holders Change %
+1.45%
% of All Funds
28.07%
Holding in Top 10
169
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.97%
% of All Funds
2.95%
New
107
Increased
646
Reduced
583
Closed
63
Calls
$3.34B
Puts
$10.9B
Net Calls
-$7.6B
Net Calls Change
-$2.32B

Top Buyers

1
Jane Street
1
Jane Street
New York
$479M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.38B
3
Ameriprise
3
Ameriprise
Minnesota
$751M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$265M
5
Bank of America
5
Bank of America
North Carolina
$3.16B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.52B
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$470M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$630M
4
VC
4
Veracity Capital
Georgia
$16.6M
5
State Street
5
State Street
Massachusetts
$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
351
Wealth Advisory Solutions
Indiana
$7.85M -$5.86M -74,248 -43%
EIP
352
Ellis Investment Partners
Pennsylvania
$7.78M +$4.19M +53,086 +117%
FMBTD
353
First Midwest Bank Trust Division
Illinois
$7.71M +$224K +2,842 +3%
GC
354
Guardian Capital
Ontario, Canada
$7.7M -$14.5M -183,200 -65%
PFM
355
Phillips Financial Management
Indiana
$7.67M -$41K -520 -0.5%
EFL
356
ERn Financial LLC
Wisconsin
$7.67M +$201K +2,550 +3%
AWM
357
AE Wealth Management
Kansas
$7.65M +$1.49M +18,897 +24%
CAG
358
Csenge Advisory Group
Florida
$7.65M +$757K +9,569 +11%
WB
359
Webster Bank
Connecticut
$7.58M -$613K -7,774 -7%
SPC
360
Sigma Planning Corp
Michigan
$7.57M +$679K +8,606 +10%
BFPW
361
BOK Financial Private Wealth
Colorado
$7.52M -$373K -4,725 -5%
MSA
362
Mason Street Advisors
Wisconsin
$7.51M -$6.85M -86,800 -48%
DWM
363
Dakota Wealth Management
Florida
$7.48M -$1.89K -24 -0%
TH
364
TCTC Holdings
Texas
$7.43M +$285K +3,615 +4%
DADC
365
D.A. Davidson & Co
Montana
$7.34M +$1.1M +13,925 +18%
HB
366
Homrich & Berg
Georgia
$7.29M -$156K -1,978 -2%
TFO
367
Tarbox Family Office
California
$7.27M -$114K -1,447 -2%
CWM
368
Chesapeake Wealth Management
Virginia
$7.27M -$368K -4,663 -5%
TFA
369
Trinity Financial Advisors
Ohio
$7.26M -$753K -4,954 -9%
BCM
370
Bluefin Capital Management
New York
$7.26M +$4.09M +51,900 +129%
PIA
371
Powell Investment Advisors
Florida
$7.13M +$101K +1,276 +1%
BA
372
Bristlecone Advisors
Washington
$7.13M +$175K +2,221 +3%
CI
373
Cavalier Investments
Georgia
$7.07M +$452K +5,733 +7%
BOS
374
Bank of Stockton
California
$7.06M +$486K +6,159 +7%
TAM
375
Tocqueville Asset Management
New York
$7.01M -$268K -3,400 -4%
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