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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 %
FC
1076
FCA Corp
Texas
$818K -$7.44K -95 -0.9%
LC
1077
LCNB Corp
Ohio
$815K – – –
WCM
1078
WealthBridge Capital Management
Ohio
$813K +$813K +10,385 New
ME
1079
McIlrath & Eck
Washington
$812K -$77K -983 -9%
Charles Schwab
1080
Charles Schwab
California
$812K -$981K -12,523 -55%
WFA
1081
WMG Financial Advisors
Tennessee
$807K -$386K -4,931 -32%
SC
1082
Stephenson & Company
California
$807K – – –
SAG
1083
SageView Advisory Group
California
$805K +$805K +10,271 New
DA
1084
Doliver Advisors
Texas
$803K -$41.5K -530 -5%
TI
1085
tru Independence
Oregon
$802K -$12K -153 -1%
SJL
1086
Shayne & Jacobs LLC
Tennessee
$802K – – –
KCM
1087
Kanawha Capital Management
Virginia
$801K +$44.6K +569 +6%
MA
1088
Montag & Associates
Georgia
$800K -$15.4K -196 -2%
PHIC
1089
Pine Haven Investment Counsel
Massachusetts
$799K – – –
IAA
1090
Independent Advisor Alliance
North Carolina
$797K +$6.89K +88 +0.9%
AGC
1091
Aspen Grove Capital
Colorado
$795K +$201K +2,565 +34%
BB
1092
Berkshire Bank
Massachusetts
$795K -$49.3K -630 -6%
CCG
1093
Cypress Capital Group
Florida
$793K -$15.7K -201 -2%
AssetMark Inc
1094
AssetMark Inc
California
$792K +$148K +1,887 +23%
UWPG
1095
Ullmann Wealth Partners Group
Florida
$791K – – –
ETS
1096
ESL Trust Services
New York
$789K – – –
Macquarie Group
1097
Macquarie Group
Australia
$788K -$1.45M -18,555 -65%
PNC
1098
Park National Corp
Ohio
$787K -$36.1K -461 -4%
PWA
1099
Peterson Wealth Advisors
Utah
$785K -$5.88K -75 -0.7%
BWA
1100
BlueSky Wealth Advisors
North Carolina
$784K -$1.02K -13 -0.1%
42 43
44
45 46