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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 %
NCM
1426
Northside Capital Management
Oregon
$388K – – –
DWM
1427
Dakota Wealth Management
Florida
$388K -$1.42K -17 -0.4%
MF
1428
Meridian Financial
Massachusetts
$385K – – –
Capstone Investment Advisors
1429
Capstone Investment Advisors
New York
$383K +$383K +4,583 +458,300%
IA
1430
Insight Advisors
Pennsylvania
$382K -$6.44K -77 -2%
GCM
1431
Gallacher Capital Management
Colorado
$381K – – –
FPGK
1432
Financial Partners Group (Kansas)
Kansas
$379K – – –
VF
1433
Vawter Financial
Ohio
$379K – – –
IIM
1434
Ipswich Investment Management
Massachusetts
$378K -$1.67K -20 -0.4%
SF
1435
Symphony Financial
Texas
$377K – – –
HWA
1436
Hillcrest Wealth Advisors
New Jersey
$376K – – –
WA
1437
WP Advisors
California
$374K -$69.3K -829 -16%
MFP
1438
Meridian Financial Partners
Virginia
$373K +$373K +4,455 New
VP
1439
Verum Partners
North Carolina
$370K – – –
IFA
1440
Interactive Financial Advisors
Illinois
$370K +$3.26K +39 +0.9%
USWIA
1441
UP Strategic Wealth Investment Advisors
Pennsylvania
$369K – – –
BA
1442
Bellwether Advisors
Nebraska
$368K +$6.94K +83 +2%
CCA
1443
Carrera Capital Advisors
Michigan
$366K +$62.6K +748 +21%
DIM
1444
Delta Investment Management
California
$362K – – –
BWFA
1445
Baltimore-Washington Financial Advisors
Maryland
$361K +$84 +1 +0%
CST
1446
Charles Schwab Trust
Nevada
$360K – – –
CK
1447
Cohen Klingenstein
New York
$360K – – –
UF
1448
Univest Financial
Pennsylvania
$360K +$360K +4,300 New
TWM
1449
Tradition Wealth Management
Minnesota
$359K – – –
FNWM
1450
Financial Network Wealth Management
Utah
$359K – – –
56 57
58
59 60