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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 %
SIC
1051
Salem Investment Counselors
North Carolina
$868K +$21.5K +275 +3%
WTFG
1052
Wells Trecaso Financial Group
Ohio
$865K -$47K -600 -5%
ANBT
1053
American National Bank & Trust
Texas
$865K – – –
T
1054
TrueFG
Texas
$864K +$7.83K +100 +0.9%
FPGT
1055
Financial Partners Group (Tennessee)
Tennessee
$860K -$14K -179 -2%
HCMT
1056
Highland Capital Management (Tennessee)
Tennessee
$858K -$7.05K -90 -0.8%
MF
1057
Montis Financial
Massachusetts
$851K – – –
GSWM
1058
Greenup Street Wealth Management
Michigan
$847K – – –
TI
1059
Truepoint Inc
Ohio
$845K – – –
CNB
1060
Camden National Bank
Maine
$844K +$329K +4,200 +64%
SAI
1061
Savvy Advisors Inc
New York
$840K +$144K +1,839 +21%
WIA
1062
World Investment Advisors
California
$840K +$193K +2,467 +30%
WI
1063
Wintrust Investments
Illinois
$839K -$6.35K -81 -0.8%
CVA
1064
Central Valley Advisors
California
$839K -$768K -2,160 -48%
CWP
1065
Curated Wealth Partners
California
$836K +$836K +10,675 New
SFI
1066
SPC Financial Inc
Maryland
$834K +$63.7K +813 +8%
CT
1067
Colonial Trust
South Carolina
$832K +$111K +1,423 +15%
AIM
1068
Avity Investment Management
Connecticut
$830K -$33.4K -427 -4%
QCM
1069
Quantinno Capital Management
New York
$829K +$829K +10,580 New
PWG
1070
Private Wealth Group
Florida
$828K – – –
KPWG
1071
KFA Private Wealth Group
Virginia
$826K -$2.04M -26,031 -71%
MCM
1072
MidAtlantic Capital Management
Virginia
$826K +$651K +8,310 +372%
ESB
1073
Essex Savings Bank
Connecticut
$826K +$226K +2,884 +38%
DI
1074
Disciplined Investments
Oklahoma
$822K -$7.99K -102 -1%
CSPAM
1075
Cary Street Partners Asset Management
Virginia
$821K +$39.1K +499 +5%
41 42
43
44 45