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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,925 hedge funds and large institutions have $43B invested in iShares MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 688 increasing their positions, 667 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,925
Holders Change
+81
Holders Change %
+4.39%
% of All Funds
25.62%
Holding in Top 10
133
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-15.82%
% of All Funds
1.77%
New
233
Increased
688
Reduced
667
Closed
113
Calls
$5.24B
Puts
$6.34B
Net Calls
-$1.1B
Net Calls Change
+$1.92B

Top Buyers

1
BlackRock
BlackRock
New York
+$591M
2
Goldman Sachs
Goldman Sachs
New York
+$547M
3
Bank of America
Bank of America
North Carolina
+$293M
4
Capital International Investors
Capital International Investors
California
+$271M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$152M

Top Sellers

1
Jane Street
Jane Street
New York
-$756M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$688M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$233M
4
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$165M
5
OMC
Old Mission Capital
Illinois
-$97.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1601
MorganRosel Wealth Management
Colorado
$267K – – –
TWP
1602
Total Wealth Planning
Ohio
$267K -$91K -1,204 -25%
AG
1603
Ascent Group
Virginia
$266K -$253K -3,347 -49%
KIA
1604
KCM Investment Advisors
California
$266K -$34K -450 -11%
IFWM
1605
Institute for Wealth Management
Colorado
$261K +$19.9K +263 +8%
GIA
1606
Guyasuta Investment Advisors
Pennsylvania
$260K -$1.51K -20 -0.6%
WPW
1607
Watershed Private Wealth
Illinois
$260K -$10.5K -139 -4%
PJWM
1608
Philip James Wealth Mangement
Georgia
$258K – – –
AWM
1609
Aprio Wealth Management
Georgia
$256K – – –
GVCM
1610
Global View Capital Management
Wisconsin
$255K +$255K +3,389 New
HIC
1611
Holderness Investments Company
North Carolina
$255K -$193K -2,550 -43%
AAM
1612
Aureus Asset Management
Massachusetts
$255K +$255K +3,372 New
BCA
1613
Ballentine Capital Advisors
South Carolina
$254K – – –
HDIM
1614
Hanson & Doremus Investment Management
Vermont
$254K – – –
EFP
1615
Elser Financial Planning
Indiana
$254K – – –
JCM
1616
Jacobi Capital Management
Pennsylvania
$254K +$1.82K +24 +0.7%
LFS
1617
Lutz Financial Services
Nebraska
$254K – – –
WPWM
1618
Windward Private Wealth Management
Kansas
$253K – – –
WHG
1619
Westwood Holdings Group
Texas
$253K +$253K +3,345 New
CPA
1620
Capital Performance Advisors
California
$253K -$1.06K -14 -0.4%
MWA
1621
Motive Wealth Advisors
Michigan
$253K – – –
WPA
1622
West Paces Advisors
Georgia
$252K – – –
MEAC
1623
M.E. Allison & Co
Texas
$252K +$252K +3,337 New
AP
1624
Aspect Partners
Virginia
$252K -$1.67M -22,073 -87%
HCP
1625
Holt Capital Partners
Texas
$251K – – –
63 64
65
66 67