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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 %
CWP
1101
CFM Wealth Partners
Texas
$784K -$13K -166 -2%
DDPIC
1102
Deroy & Devereaux Private Investment Counsel
Michigan
$772K – – –
Koshinski Asset Management
1103
Koshinski Asset Management
Illinois
$772K +$282K +3,559 +58%
KMWM
1104
Keudell/Morrison Wealth Management
Oregon
$772K +$19.6K +250 +3%
BFIM
1105
Beese Fulmer Investment Management
Ohio
$771K +$313 +4 +0%
Fisher Asset Management
1106
Fisher Asset Management
Washington
$770K +$381K +4,858 +98%
WFO
1107
Wealthgate Family Office
Colorado
$768K +$1.49K +19 +0.2%
OCFG
1108
O'Connor Financial Group
Illinois
$767K +$37.8K +483 +5%
C
1109
Certuity
Florida
$767K +$8.07K +103 +1%
PWMG
1110
Private Wealth Management Group
New Jersey
$765K – – –
MIC
1111
Meridian Investment Counsel
California
$764K – – –
WPP
1112
Whalerock Point Partners
Rhode Island
$764K – – –
IWN
1113
Independent Wealth Network
Iowa
$759K +$5.8K +74 +0.8%
MWM
1114
Marietta Wealth Management
Georgia
$759K -$259K -3,307 -25%
FM
1115
Family Management
New York
$755K – – –
VCM
1116
Vivaldi Capital Management
Illinois
$755K +$1.65K +21 +0.2%
BAAM
1117
Baker Avenue Asset Management
California
$753K +$128K +1,630 +20%
SWA
1118
Sax Wealth Advisors
New Jersey
$746K +$59.8K +763 +9%
MIM
1119
MTM Investment Management
South Carolina
$743K +$9.09K +116 +1%
CCM
1120
Causeway Capital Management
California
$743K +$176K +2,243 +31%
CP
1121
Canopy Partners
Ohio
$742K – – –
FPIS
1122
Financial Planning & Information Services
Wisconsin
$742K -$1.49K -19 -0.2%
MBTD
1123
Mechanics Bank - Trust Department
California
$741K +$741K +9,456 New
AIMC
1124
Alley Investment Management Company
Illinois
$740K – – –
AA
1125
Argent Advisors
Louisiana
$739K -$47.9K -612 -6%
43 44
45
46 47