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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 %
EAM
651
Evanson Asset Management
California
$2.77M +$5.01K +64 +0.2%
P
652
&Partners
Tennessee
$2.76M +$1.56M +19,870 +129%
CCFCSB
653
Cape Cod Five Cents Savings Bank
Massachusetts
$2.73M -$102K -1,305 -4%
MOS
654
MGO One Seven
Ohio
$2.72M -$82.9K -1,058 -3%
CCWA
655
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.72M +$119K +1,513 +5%
KA
656
Klingman & Associates
New York
$2.69M +$99.5K +1,270 +4%
RBC
657
Roble Belko & Company
Pennsylvania
$2.67M – – –
WWM
658
Western Wealth Management
Colorado
$2.67M +$790K +10,091 +42%
AWA
659
Arkadios Wealth Advisors
Georgia
$2.67M +$1.56M +19,947 +141%
RC
660
Rovin Capital
Arizona
$2.65M +$785K +10,026 +42%
IWMA
661
Ironwood Wealth Management (Arizona)
Arizona
$2.65M -$12.4K -158 -0.5%
PA
662
Probity Advisors
Texas
$2.65M -$3.45K -44 -0.1%
CCFM
663
Clear Creek Financial Management
Washington
$2.64M -$58.6K -748 -2%
IIM
664
InTrack Investment Management
Vermont
$2.64M -$208K -2,651 -7%
Connor, Clark & Lunn Investment Management (CC&L)
665
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.61M – – –
GFWA
666
Grey Fox Wealth Advisors
Delaware
$2.6M +$11.7K +149 +0.5%
AP
667
Appleton Partners
Massachusetts
$2.59M -$41K -523 -2%
ST
668
Sageworth Trust
Pennsylvania
$2.57M – – –
SO
669
STRS Ohio
Ohio
$2.57M – – –
TBWA
670
Three Bridge Wealth Advisors
California
$2.56M +$703K +8,977 +38%
UFAC
671
Urban Financial Advisory Corp
Illinois
$2.55M -$433K -5,525 -14%
OWM
672
Orgel Wealth Management
Wisconsin
$2.54M +$2.54M +32,473 New
MCM
673
Manchester Capital Management
Vermont
$2.54M +$503K +6,420 +25%
BCM
674
Boltwood Capital Management
California
$2.53M +$5.88K +75 +0.2%
CSPIA
675
Cary Street Partners Investment Advisory
Virginia
$2.53M +$215K +2,749 +9%
25 26
27
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