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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,608 hedge funds and large institutions have $43.2B invested in iShares MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 646 increasing their positions, 583 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,608
Holders Change
+23
Holders Change %
+1.45%
% of All Funds
28.07%
Holding in Top 10
169
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.97%
% of All Funds
2.95%
New
107
Increased
646
Reduced
583
Closed
63
Calls
$3.34B
Puts
$10.9B
Net Calls
-$7.6B
Net Calls Change
-$2.32B

Top Buyers

1
Jane Street
1
Jane Street
New York
$479M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.38B
3
Ameriprise
3
Ameriprise
Minnesota
$751M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$265M
5
Bank of America
5
Bank of America
North Carolina
$3.16B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.52B
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$470M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$630M
4
VC
4
Veracity Capital
Georgia
$16.6M
5
State Street
5
State Street
Massachusetts
$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDIA
201
Capital Directions Investment Advisors
Georgia
$18.1M +$18.1M +229,389 New
MPW
202
Monterey Private Wealth
California
$18M +$895K +11,352 +5%
SFS
203
Summit Financial Strategies
Ohio
$18M +$3.68M +46,640 +26%
BJL
204
Brighton Jones LLC
Washington
$17.8M -$462K -5,860 -3%
EWM
205
Evercore Wealth Management
New York
$17.7M -$1M -12,694 -5%
PFO
206
Pathstone Family Office
New Jersey
$17.4M +$279K +3,535 +2%
PAG
207
Private Advisor Group
New Jersey
$17.4M +$3.33M +42,206 +24%
SPIA
208
Steward Partners Investment Advisory
New York
$17.3M -$1.96M -24,854 -10%
PP
209
Palladium Partners
Virginia
$17.2M -$82.3K -1,043 -0.5%
SL
210
Salomon & Ludwin
Virginia
$17.2M +$349K +4,419 +2%
Natixis Advisors
211
Natixis Advisors
Massachusetts
$17M +$446K +5,652 +3%
KP
212
Keel Point
Alabama
$16.7M -$2.06M -26,114 -11%
FNBT
213
FineMark National Bank & Trust
Florida
$16.7M +$492K +6,231 +3%
VC
214
Veracity Capital
Georgia
$16.6M -$141M -1,784,676 -89%
HF
215
HRT Financial
New York
$16.4M -$55.4M -702,771 -77%
Federated Hermes
216
Federated Hermes
Pennsylvania
$16.2M +$1.34M +17,000 +9%
WT
217
Whittier Trust
California
$16.1M -$1.7M -21,502 -10%
CAN
218
Cetera Advisor Networks
California
$16M +$1.67M +21,133 +12%
AO
219
Advisor OS
Illinois
$16M +$14.2M +180,576 +807%
Lazard Asset Management
220
Lazard Asset Management
New York
$15.9M -$5.02M -63,684 -24%
UFA
221
US Financial Advisors
Massachusetts
$15.8M -$5.29M -67,057 -25%
SFG
222
SNS Financial Group
Minnesota
$15.6M -$630K -7,992 -4%
SI
223
Stephens Inc
Arkansas
$15.5M +$1.53M +19,392 +11%
SAG
224
Spotlight Asset Group
Illinois
$15.4M +$166K +2,104 +1%
Calamos Advisors
225
Calamos Advisors
Illinois
$15.4M – – –
7 8
9
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