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 %
BIA
1551
Bigelow Investment Advisors
Maine
$272K -$12.1K -145 -4%
RA
1552
Riversedge Advisors
Delaware
$270K – – –
MWM
1553
Melfa Wealth Management
Massachusetts
$270K – – –
CCMI
1554
Creative Capital Management Investments
California
$269K – – –
AAM
1555
Augustine Asset Management
Florida
$269K +$269K +3,215 New
OWA
1556
Octavia Wealth Advisors
Ohio
$268K +$502 +6 +0.2%
RW
1557
REDW Wealth
New Mexico
$268K – – –
SWM
1558
SFG Wealth Management
Maryland
$268K – – –
C1AG
1559
Client 1st Advisory Group
Florida
$267K – – –
IFWM
1560
Institute for Wealth Management
Colorado
$266K -$753 -9 -0.3%
OAM
1561
Occidental Asset Management
California
$266K +$17.8K +213 +7%
SCG
1562
Sonata Capital Group
Washington
$265K -$76.5K -914 -22%
TFGT
1563
TS Financial Group (TSFG)
Illinois
$265K -$7.19K -86 -3%
CW
1564
Cooksen Wealth
Texas
$265K – – –
NB
1565
Northwest Bancshares
Pennsylvania
$263K -$112K -1,337 -30%
PPW
1566
PACK Private Wealth
Minnesota
$263K – – –
AW
1567
Avion Wealth
Texas
$263K – – –
SGK
1568
Steigerwald Gordon & Koch
Virginia
$262K -$16.7K -200 -6%
GWM
1569
GSB Wealth Management
Connecticut
$262K – – –
MWA
1570
Motive Wealth Advisors
Michigan
$262K – – –
SIG
1571
Sky Investment Group
Connecticut
$262K – – –
SWP
1572
Summit Wealth Partners
Florida
$259K +$251 +3 +0.1%
JPMIA
1573
J.P. Marvel Investment Advisors
Massachusetts
$257K – – –
ERWM
1574
Elk River Wealth Management
Colorado
$254K +$30.8K +368 +14%
FP
1575
Financial Perspectives
Minnesota
$254K – – –
61 62
63
64 65