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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 %
PFC
1501
Phocas Financial Corp
California
$314K – – –
EFA
1502
Evernest Financial Advisors
Indiana
$314K – – –
MWA
1503
Merkkuri Wealth Advisors
New York
$313K – – –
EFG
1504
Ethos Financial Group
Pennsylvania
$312K +$104K +1,247 +50%
KCM
1505
Kathmere Capital Management
Pennsylvania
$310K – – –
NLP
1506
Next Level Private
New York
$308K – – –
MSCM
1507
McElhenny Sheffield Capital Management
Texas
$307K +$3.93K +47 +1%
CA
1508
Cortland Associates
Missouri
$307K – – –
NA
1509
Nottingham Advisors
New York
$306K +$13.3K +159 +5%
GC
1510
Gibson Capital
Pennsylvania
$305K – – –
AIC
1511
Argus Investors Counsel
New York
$304K +$10.5K +125 +4%
HIS
1512
Horizon Investment Services
Indiana
$303K – – –
MMG
1513
Monetary Management Group
Missouri
$301K – – –
RMC
1514
Resources Management Corp
Connecticut
$300K -$4.18K -50 -1%
WPW
1515
Watershed Private Wealth
Illinois
$299K -$212K -2,531 -41%
RIG
1516
RiverFront Investment Group
Virginia
$299K -$29K -347 -9%
AWM
1517
Abound Wealth Management
Tennessee
$298K – – –
HWM
1518
Hassell Wealth Management
Louisiana
$297K -$72.1K -910 -20%
BFG
1519
Berger Financial Group
Minnesota
$297K – – –
BFA
1520
Bill Few Associates
Pennsylvania
$297K +$36.4K +435 +14%
KBFS
1521
Kohmann Bosshard Financial Services
Ohio
$297K – – –
BWM
1522
BKM Wealth Management
Wisconsin
$296K -$9.28K -111 -3%
EK
1523
Evensky & Katz
Florida
$296K +$41K +490 +16%
ASC
1524
Atalanta Sosnoff Capital
New York
$295K -$69K -825 -19%
MWM
1525
MorganRosel Wealth Management
Colorado
$295K – – –
59 60
61
62 63