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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,593 hedge funds and large institutions have $42.5B invested in iShares MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 582 increasing their positions, 553 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,593
Holders Change
-15
Holders Change %
-0.93%
% of All Funds
27.98%
Holding in Top 10
164
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.96%
% of All Funds
2.88%
New
82
Increased
582
Reduced
553
Closed
73
Calls
$3.64B
Puts
$8.3B
Net Calls
-$4.66B
Net Calls Change
+$2.94B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$337M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$293M
3
Goldman Sachs
Goldman Sachs
New York
+$195M
4
BlackRock
BlackRock
New York
+$170M
5
Franklin Resources
Franklin Resources
California
+$84.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$462M
2
Bank of America
Bank of America
North Carolina
-$335M
3
Barclays
Barclays
United Kingdom
-$259M
4
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$152M
5
DCM
Dupont Capital Management
Delaware
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1101
Howland Capital Management
Massachusetts
$570K – – –
NB
1102
Northwest Bancshares
Pennsylvania
$568K – – –
AWM
1103
Altium Wealth Management
New York
$566K +$23.1K +296 +4%
SWM
1104
Southern Wealth Management
Texas
$565K +$4.83K +62 +0.9%
RW
1105
Rede Wealth
Virginia
$563K +$10.1K +130 +2%
HPC
1106
HM Payson & Co
Maine
$561K – – –
FA
1107
Fountainhead AM
New Jersey
$560K -$101K -1,294 -15%
FPGK
1108
Financial Partners Group (Kansas)
Kansas
$558K – – –
SCM
1109
SOL Capital Management
Maryland
$557K – – –
ESB
1110
Essex Savings Bank
Connecticut
$556K -$2.5K -31 -0.4%
PWM
1111
PBMares Wealth Management
Virginia
$556K -$1.56K -20 -0.3%
FIM
1112
Fernwood Investment Management
Massachusetts
$556K – – –
RZH
1113
Relyea Zuckerberg Hanson
Connecticut
$555K – – –
CCFM
1114
Clear Creek Financial Management
Washington
$554K +$16.3K +214 +3%
OIA
1115
Optimum Investment Advisors
Illinois
$554K +$42.1K +540 +8%
VWM
1116
Vigilare Wealth Management
Arizona
$554K +$44.3K +568 +9%
IFG
1117
Investors Financial Group
Minnesota
$551K +$87.7K +1,125 +19%
AOWM
1118
Alpha Omega Wealth Management
Virginia
$550K – – –
NPF
1119
Norris Perne & French
Michigan
$550K +$15.6K +200 +3%
AIM
1120
Anchor Investment Management
South Carolina
$549K -$7.8K -100 -1%
BCP
1121
Berkeley Capital Partners
Georgia
$543K +$156K +2,007 +40%
AWS
1122
AJ Wealth Strategies
New York
$541K -$46.8K -600 -8%
SIAP
1123
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$540K – – –
CSPAM
1124
Cary Street Partners Asset Management
Virginia
$537K -$3.31M -42,460 -86%
WDG
1125
Wealth Dimensions Group
Ohio
$536K – – –
43 44
45
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