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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 %
OL
801
Optas LLC
Texas
$1.77M – – –
GIM
802
Goelzer Investment Management
Indiana
$1.76M -$6.74K -86 -0.4%
LFASL
803
Lugano Financial Advisors SA (LFA)
Switzerland
$1.76M – – –
RCA
804
Resonant Capital Advisors
Wisconsin
$1.75M – – –
RT
805
Rockland Trust
Massachusetts
$1.75M -$238K -3,043 -12%
SPIO
806
Seven Post Investment Office
California
$1.74M – – –
NHC
807
Nicholas Hoffman & Company
Georgia
$1.74M -$44.2K -564 -2%
MFG
808
MidWestOne Financial Group
Iowa
$1.73M -$120K -1,528 -6%
JJBC
809
James J. Burns & Company
New York
$1.73M +$471K +6,013 +37%
SCTC
810
Sanibel Captiva Trust Company
Florida
$1.73M +$19.1K +244 +1%
EIP
811
Ellis Investment Partners
Pennsylvania
$1.73M +$162K +2,064 +10%
CWA
812
Clarus Wealth Advisors
Arizona
$1.72M -$1.47M -18,215 -46%
BOM
813
Bank of Marin
California
$1.71M -$335K -4,271 -16%
MFG
814
Merit Financial Group
Georgia
$1.7M -$33K -421 -2%
VCM
815
Virtue Capital Management
Tennessee
$1.7M +$1.7M +21,246 New
CCM
816
Chilton Capital Management
Texas
$1.7M -$16.9K -216 -1%
SPC
817
Sigma Planning Corp
Michigan
$1.69M +$562K +7,180 +50%
CFO
818
Colony Family Offices
North Carolina
$1.68M +$49.3K +629 +3%
HSWM
819
Hubbell Strickland Wealth Management
Louisiana
$1.67M -$783 -10 -0%
JIC
820
Joel Isaacson & Co
New York
$1.67M -$2.74K -35 -0.2%
CIC
821
Carnegie Investment Counsel
Ohio
$1.67M -$24.7K -315 -1%
SAM
822
Strategy Asset Managers
California
$1.67M +$389K +5,362 +30%
APG
823
Abacus Planning Group
South Carolina
$1.67M -$100K -1,281 -6%
CTFG
824
Capstone Triton Financial Group
Oklahoma
$1.66M +$3.06K +39 +0.2%
LWIC
825
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.66M – – –
31 32
33
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