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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 %
VPP
1476
Vertex Planning Partners
Illinois
$337K -$8.53K -102 -2%
CWP
1477
Concord Wealth Partners
Virginia
$335K – – –
CAM
1478
CPA Asset Management
Florida
$335K -$2.59K -31 -0.8%
GWCM
1479
Godshalk Welsh Capital Management
Pennsylvania
$335K +$16.7K +200 +5%
SWM
1480
Sendero Wealth Management
Texas
$334K – – –
DWS
1481
Discipline Wealth Solutions
South Carolina
$332K +$91.3K +1,091 +38%
MCM
1482
Morton Capital Management
California
$332K +$100K +1,198 +43%
KIA
1483
KCM Investment Advisors
California
$332K – – –
VFG
1484
Valley Financial Group
Pennsylvania
$330K – – –
AAMC
1485
Asset Allocation & Management Company
Illinois
$329K – – –
RBFC
1486
Roman Butler Fullerton & Co
Missouri
$329K -$1.19M -14,643 -78%
FVWA
1487
Foster Victor Wealth Advisors
South Carolina
$328K – – –
CAM
1488
Cozad Asset Management
Illinois
$328K – – –
AIM
1489
AHL Investment Management
Florida
$327K -$31.4K -375 -9%
CTA
1490
Colonial Trust Advisors
South Carolina
$324K -$3.01K -36 -0.9%
AIS
1491
American Investment Services
Massachusetts
$324K – – –
ACM
1492
Advisors Capital Management
New Jersey
$324K +$324K +3,875 New
SIM
1493
Stratos Investment Management
Ohio
$323K +$323K +3,863 New
CWA
1494
Cornerstone Wealth Advisors
Minnesota
$323K -$4.18K -50 -1%
BSA
1495
Bull Street Advisors
Georgia
$322K – – –
CHAM
1496
Clear Harbor Asset Management
Connecticut
$320K – – –
Wealthfront Advisers
1497
Wealthfront Advisers
California
$319K -$2.51K -30 -0.8%
GI
1498
GAMMA Investing
California
$318K +$49.3K +590 +18%
MRCM
1499
M&R Capital Management
New Jersey
$317K +$669 +8 +0.2%
JFGLC
1500
Johnson Financial Group LLC (Colorado)
Colorado
$317K +$317K +3,794 New
58 59
60
61 62