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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 %
HWM
926
Hemington Wealth Management
Virginia
$1.24M – – –
MC
927
Moors & Cabot
Massachusetts
$1.24M +$96.3K +1,230 +8%
GWMR
928
GC Wealth Management RIA
Massachusetts
$1.23M -$13.2K -169 -1%
OWA
929
ORBA Wealth Advisors
Illinois
$1.23M +$21.9K +280 +2%
SFG
930
Sunburst Financial Group
Alabama
$1.23M -$7.21K -92 -0.6%
LBC
931
Lowe Brockenbrough & Co
Virginia
$1.22M – – –
ERIC
932
Eagle Rock Investment Company
Georgia
$1.22M -$34.4K -439 -3%
AF
933
Apexium Financial
Texas
$1.22M +$199K +2,545 +20%
CWM
934
Cahaba Wealth Management
Georgia
$1.22M -$12.5K -160 -1%
PCG
935
Prosperity Consulting Group
Maryland
$1.21M -$104K -1,326 -8%
CIM
936
Contravisory Investment Management
Massachusetts
$1.2M -$343K -4,378 -22%
MAA
937
Matrix Asset Advisors
New York
$1.2M +$11.3K +144 +1%
PAG
938
Paladin Advisory Group
Iowa
$1.19M -$21.9K -279 -2%
CA
939
Cambridge Advisors
Nebraska
$1.19M +$47K +600 +4%
DPI
940
Diversified Portfolios Inc
Michigan
$1.18M – – –
PTC
941
Private Trust Company
Ohio
$1.18M -$805K -10,282 -41%
AF
942
Advisornet Financial
Minnesota
$1.18M +$231K +2,944 +24%
LCGC
943
Legacy Capital Group California
California
$1.17M -$73.5K -938 -6%
LRIC
944
Long Road Investment Counsel
Michigan
$1.17M – – –
PA
945
Procyon Advisors
Connecticut
$1.17M +$36K +460 +3%
FPTW
946
Franklin, Parlapiano, Turner & Welch
Texas
$1.17M – – –
GTAM
947
Global Trust Asset Management
Florida
$1.17M – – –
AWA
948
Archvest Wealth Advisors
California
$1.16M – – –
HNWA
949
Henrickson Nauta Wealth Advisors
Michigan
$1.15M – – –
MA
950
MBA Advisors
Pennsylvania
$1.15M – – –
36 37
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