EFA icon

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 %
NCTC
1451
New Covenant Trust Company
Indiana
$357K +$357K +4,260 New
SC
1452
Searle & Co
Connecticut
$357K – – –
4WM
1453
49 Wealth Management
Texas
$357K +$18.4K +220 +5%
CWM
1454
Cornerstone Wealth Management
Missouri
$356K -$54.6K -653 -13%
AWA
1455
Acorn Wealth Advisors
Michigan
$356K -$9.12K -109 -2%
EIA
1456
Eldridge Investment Advisors
New Hampshire
$356K – – –
DWAM
1457
Duncan Williams Asset Management
Tennessee
$355K +$355K +4,249 New
CPC
1458
Consolidated Planning Corp
Georgia
$354K – – –
SAM
1459
S.A. Mason
Michigan
$353K – – –
SCA
1460
SMH Capital Advisors
Texas
$353K – – –
FCCM
1461
First City Capital Management
Georgia
$351K -$3.35K -40 -0.9%
FA
1462
Financial Alternatives
California
$351K – – –
HFS
1463
HBC Financial Services
Washington
$351K +$34.8K +437 +11%
AIM
1464
AMI Investment Management
Indiana
$351K – – –
TCOTS
1465
Trust Company of the South
North Carolina
$350K +$7.11K +85 +2%
EFS
1466
Essex Financial Services
Connecticut
$349K -$311K -3,863 -47%
FEM
1467
Fulcrum Equity Management
Texas
$348K -$83.3K -996 -19%
AGA
1468
Arkos Global Advisors
Texas
$347K +$6.85K +82 +2%
TCG
1469
Transcendent Capital Group
Oklahoma
$344K -$753 -9 -0.2%
CTWM
1470
Cherry Tree Wealth Management
Minnesota
$343K – – –
QWM
1471
Quadcap Wealth Management
Texas
$342K +$65.7K +785 +24%
WA
1472
Wealthstream Advisors
New York
$340K – – –
EWM
1473
EPG Wealth Management
Georgia
$340K +$340K +4,062 New
FFO
1474
Fortitude Family Office
Arizona
$339K – – –
Luther King Capital Management (LKCM)
1475
Luther King Capital Management (LKCM)
Texas
$337K -$348K – –
57 58
59
60 61