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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
Royal Bank of Canada
Ontario, Canada
+$158M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$150M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$144M
4
HMH
Hackensack Meridian Health
New Jersey
+$128M
5
Cerity Partners
Cerity Partners
New York
+$123M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.67B
2
Bank of America
Bank of America
North Carolina
-$308M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$301M
4
SP
Stairway Partners
Illinois
-$217M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
1101
Ullmann Wealth Partners Group
Florida
$845K – – –
PWA
1102
Physician Wealth Advisors
Utah
$845K -$34.9K -430 -4%
KMWM
1103
Keudell/Morrison Wealth Management
Oregon
$844K +$20.1K +240 +2%
ETS
1104
ESL Trust Services
New York
$842K – – –
CFG
1105
Clayton Financial Group
Missouri
$842K +$110K +1,318 +15%
AssetMark Inc
1106
AssetMark Inc
California
$841K -$4.43K -53 -0.5%
KWA
1107
Kingswood Wealth Advisors
California
$841K +$211K +2,522 +34%
CSPAM
1108
Cary Street Partners Asset Management
Virginia
$840K -$35.9K -429 -4%
PWA
1109
Peterson Wealth Advisors
Utah
$838K – – –
DI
1110
Disciplined Investments
Oklahoma
$836K -$41.6K -497 -5%
AR
1111
Apeiron RIA
Texas
$836K +$113K +1,356 +16%
MWM
1112
Marietta Wealth Management
Georgia
$834K +$24.1K +288 +3%
CCG
1113
Cypress Capital Group
Florida
$833K -$14.1K -168 -2%
BB
1114
Berkshire Bank
Massachusetts
$828K -$20.3K -243 -2%
DDPIC
1115
Deroy & Devereaux Private Investment Counsel
Michigan
$824K – – –
EW
1116
Evoke Wealth
California
$822K +$822K +9,831 New
WFO
1117
Wealthgate Family Office
Colorado
$820K – – –
BAAM
1118
Baker Avenue Asset Management
California
$819K +$15.8K +189 +2%
MA
1119
Montag & Associates
Georgia
$819K -$34.6K -414 -4%
C
1120
Certuity
Florida
$819K – – –
PWMG
1121
Private Wealth Management Group
New Jersey
$817K – – –
WPP
1122
Whalerock Point Partners
Rhode Island
$815K – – –
BWA
1123
BlueSky Wealth Advisors
North Carolina
$813K -$24.2K -289 -3%
IWN
1124
Independent Wealth Network
Iowa
$812K +$1.25K +15 +0.2%
BFO
1125
Boston Family Office
Massachusetts
$811K +$811K +9,698 New
43 44
45
46 47