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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 %
PBK
1301
Peoples Bank (Kansas)
Kansas
$522K -$19.2K -230 -4%
SFG
1302
Sage Financial Group
Pennsylvania
$522K +$29.7K +355 +6%
CAM
1303
Close Asset Management
United Kingdom
$521K – – –
SFPM
1304
Sensible Financial Planning & Management
Massachusetts
$521K +$521K +6,224 New
FWM
1305
Foguth Wealth Management
Michigan
$519K -$68.1K -831 -12%
GWM
1306
Greenwich Wealth Management
Connecticut
$517K – – –
ATI
1307
ARK & TLK Investments
Oklahoma
$517K – – –
SNBOSD
1308
Security National Bank of So Dak
Iowa
$516K – – –
B
1309
Bellecapital
Switzerland
$516K – – –
HWMT
1310
Heritage Wealth Management (Texas)
Texas
$515K -$17.6K -210 -3%
IWS
1311
Insight Wealth Strategies
California
$515K -$22.7K -272 -4%
AFA
1312
Alpha Financial Advisors
North Carolina
$514K +$2.17K +26 +0.4%
CIAS
1313
CBIZ Investment Advisory Services
Ohio
$513K -$4.1K -49 -0.8%
AWM
1314
Aberdeen Wealth Management
Illinois
$512K -$8.36K -100 -2%
SRC
1315
Sage Rhino Capital
California
$511K +$1.25K +15 +0.2%
ZIM
1316
Zacks Investment Management
Illinois
$509K +$59K +705 +13%
IAG
1317
Investmark Advisory Group
Connecticut
$509K – – –
CWA
1318
Core Wealth Advisors
Florida
$508K – – –
LFP
1319
Lakeshore Financial Planning
Michigan
$507K – – –
OCM
1320
Objective Capital Management
Ohio
$507K +$507K +6,060 New
JIR
1321
James Investment Research
Ohio
$506K – – –
MWM
1322
Marion Wealth Management
Pennsylvania
$503K +$121K +1,447 +32%
CP
1323
Creekside Partners
California
$503K – – –
MFGP
1324
Marshall Financial Group (Pennsylvania)
Pennsylvania
$501K – – –
Vontobel Holding
1325
Vontobel Holding
Switzerland
$499K -$76.6K -916 -13%
51 52
53
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