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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 %
CGPCS
676
Capital Group Private Client Services
California
$2.52M +$73.2K +934 +3%
CB
677
Community Bank
New York
$2.51M -$54K -690 -2%
AQR Capital Management
678
AQR Capital Management
Connecticut
$2.5M +$1.3M +16,606 +108%
RIA
679
Richwood Investment Advisors
Ohio
$2.49M -$67.2K -858 -3%
SIS
680
Sound Income Strategies
Florida
$2.48M +$2.47M +31,534 +16,510%
UL
681
Unionview LLC
Washington
$2.48M +$110K +1,405 +5%
NIM
682
Nexus Investment Management
Ontario, Canada
$2.47M – – –
MAM
683
Marquette Asset Management
Minnesota
$2.46M -$232K -2,957 -9%
HHWM
684
Hiley Hunt Wealth Management
Nebraska
$2.46M -$25.5K -325 -1%
FI
685
Financial Insights
Washington
$2.46M +$110K +1,398 +5%
SWP
686
Stratos Wealth Partners
Ohio
$2.45M -$243K -3,106 -9%
AL
687
ACAS LLC
California
$2.44M -$160K -1,988 -6%
WHCFA
688
William Howard & Co Financial Advisors
Tennessee
$2.43M -$37.4K -478 -2%
FCP
689
Fidelis Capital Partners
Florida
$2.43M +$116K +1,530 +5%
LSA
690
Lion Street Advisors
Texas
$2.43M -$89.1K -1,138 -4%
CIAS
691
CFS Investment Advisory Services
New Jersey
$2.39M +$2.39M +30,522 New
RIS
692
Retirement Income Solutions
Michigan
$2.39M -$707K -9,029 -23%
WPC
693
White Pine Capital
Minnesota
$2.37M +$20.4K +260 +0.9%
BWA
694
Bordeaux Wealth Advisors
California
$2.36M +$1.69M +21,529 +249%
WA
695
WBH Advisory
Maryland
$2.36M +$157 +2 +0%
CIP
696
Chartwell Investment Partners
Pennsylvania
$2.36M +$702K +8,968 +42%
LT
697
Legacy Trust
Michigan
$2.35M +$74.4K +950 +3%
AC
698
Abbrea Capital
California
$2.35M -$60.7K -775 -3%
WC
699
Woodstock Corp
Massachusetts
$2.34M -$631K -8,062 -21%
WF
700
Welch & Forbes
Massachusetts
$2.32M +$44.7K +566 +2%
26 27
28
29 30