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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
26.68%
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
1
Royal Bank of Canada
Ontario, Canada
$727M
2
NMIMC
2
Northwestern Mutual Investment Management Company
Wisconsin
$552M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$607M
4
HMH
4
Hackensack Meridian Health
New Jersey
$192M
5
Cerity Partners
5
Cerity Partners
New York
$123M

Top Sellers

1
BlackRock
1
BlackRock
New York
$7.31B
2
Bank of America
2
Bank of America
North Carolina
$2.74B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.72B
4
SP
4
Stairway Partners
Illinois
$26.8M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
201
Painted Porch Advisors
California
$20.6M +$1.22M +14,591 +6%
CM
202
Cornerstone Management
Georgia
$20M -$2.29M -27,356 -10%
AFO
203
Allie Family Office
Florida
$19.7M -$146K -1,745 -0.7%
FTA
204
Financial & Tax Architects
Missouri
$19.3M -$426K -5,094 -2%
PP
205
Prosperity Planning
Missouri
$19.3M +$237K +2,836 +1%
FHB
206
First Hawaiian Bank
Hawaii
$19.3M -$353K -4,224 -2%
AAS
207
Avantax Advisory Services
Texas
$19.3M +$332K +3,968 +2%
UW
208
Unique Wealth
Florida
$19.3M +$4.51M +53,877 +31%
Kovitz Investment Group Partners
209
Kovitz Investment Group Partners
Illinois
$19.2M +$5.58M +185,542 +41%
LSAG
210
Lake Street Advisors Group
New Hampshire
$19.2M -$109K -1,299 -0.6%
MIP
211
Mondrian Investment Partners
United Kingdom
$19.1M +$15.8M +189,381 +479%
PAI
212
Pittenger & Anderson Inc
Nebraska
$19M -$21K -251 -0.1%
BJL
213
Brighton Jones LLC
Washington
$18.8M -$1.1M -13,188 -6%
RW
214
RVW Wealth
California
$18.4M -$338K -4,041 -2%
Lazard Asset Management
215
Lazard Asset Management
New York
$18.1M -$35M -418,456 -66%
PCS
216
Personal CFO Solutions
New Jersey
$18.1M -$1.32M -15,775 -7%
SPIA
217
Steward Partners Investment Advisory
New York
$17.8M +$1.31M +15,658 +8%
CIA
218
Concurrent Investment Advisors
Florida
$17.8M +$16.3M +194,390 +1,057%
PA
219
Parallel Advisors
California
$17.7M +$536K +6,408 +3%
UFA
220
US Financial Advisors
Massachusetts
$17.7M +$293K +3,504 +2%
PFM
221
Patton Fund Management
Texas
$17.6M -$590K -7,053 -3%
AI
222
Atria Investments
North Carolina
$17.6M -$27M -323,235 -61%
TWA
223
Tandem Wealth Advisors
Arizona
$17.5M -$3.52M -42,055 -17%
PAS
224
Park Avenue Securities
New York
$17.5M -$74.3K -889 -0.4%
AFG
225
ABLE Financial Group
Arizona
$17.5M +$2.43M +29,100 +16%
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