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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,837 hedge funds and large institutions have $44.5B invested in iShares MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 644 increasing their positions, 705 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,837
Holders Change
-5
Holders Change %
-0.27%
% of All Funds
26.72%
Holding in Top 10
147
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.77%
% of All Funds
2.14%
New
122
Increased
644
Reduced
705
Closed
96
Calls
$5.37B
Puts
$8.44B
Net Calls
-$3.06B
Net Calls Change
+$744M

Top Buyers

1
BlackRock
BlackRock
New York
+$339M
2
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$252M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$171M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$137M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$134M

Top Sellers

1
Citigroup
Citigroup
New York
-$309M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$279M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$253M
4
Morgan Stanley
Morgan Stanley
New York
-$207M
5
Cerity Partners
Cerity Partners
New York
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGC
626
Beutel, Goodman & Co
Ontario, Canada
$3.02M -$60.3K -770 -2%
PWA
627
Provenance Wealth Advisors
Florida
$2.99M +$61.3K +783 +2%
AFA
628
American Financial Advisors
Georgia
$2.98M -$5.41K -69 -0.2%
PAM
629
Palisade Asset Management
Minnesota
$2.96M -$1.96K -25 -0.1%
DWM
630
Defined Wealth Management
Oregon
$2.95M -$4.07K -52 -0.1%
AWA
631
Arete Wealth Advisors
Illinois
$2.94M +$143K +1,832 +5%
DC
632
Davenport & Co
Virginia
$2.93M -$196K -2,501 -6%
USCWA
633
U.S. Capital Wealth Advisors
Texas
$2.93M -$4.25M -54,321 -59%
PWW
634
Pettyjohn Wood & White
Virginia
$2.93M +$85.7K +1,094 +3%
WIM
635
Warwick Investment Management
Texas
$2.91M -$21.1K -270 -0.7%
SC
636
Schoolcraft Capital
Colorado
$2.89M +$120K +1,529 +4%
RCAG
637
Rehmann Capital Advisory Group
Michigan
$2.88M +$52.1K +665 +2%
PIM
638
Penobscot Investment Management
Massachusetts
$2.87M +$419K +5,349 +17%
AA
639
Ashford Advisors
New York
$2.86M – – –
PFA
640
Pettinga Financial Advisors
Indiana
$2.85M -$22.4K -286 -0.8%
LWANC
641
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.83M -$121K -1,550 -4%
FWP
642
FAS Wealth Partners
Kansas
$2.83M +$45.2K +577 +2%
CFMC
643
Curbstone Financial Management Corp
New Hampshire
$2.83M -$13.2K -168 -0.5%
TWM
644
Thrive Wealth Management
Pennsylvania
$2.82M +$189K +2,418 +7%
NCM
645
Neumann Capital Management
California
$2.79M -$271K -3,466 -9%
AWM
646
Avior Wealth Management
Nebraska
$2.78M +$755K +9,634 +37%
EWA
647
Etesian Wealth Advisors
Oregon
$2.78M -$111K -1,411 -4%
FTC
648
Farmers Trust Company
Ohio
$2.78M +$19.7K +252 +0.7%
JE
649
JMAC Enterprises
Pennsylvania
$2.78M +$3.29K +42 +0.1%
Parallax Volatility Advisers
650
Parallax Volatility Advisers
California
$2.77M -$11M -140,607 -80%
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