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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 %
CCA
1126
Conservest Capital Advisors
Pennsylvania
$737K – – –
CA
1127
Centerpoint Advisors
Massachusetts
$734K +$714K +9,120 +3,576%
NCM
1128
Next Capital Management
New York
$734K – – –
WEG
1129
World Equity Group
Illinois
$733K +$733K +9,364 New
BCM
1130
Brookmont Capital Management
Texas
$730K -$106K -1,356 -13%
BC
1131
Burney Company
Virginia
$729K – – –
HL
1132
Harding Loevner
New Jersey
$725K +$725K +9,255 New
GPA
1133
Guidance Point Advisors
Massachusetts
$723K +$9.79K +125 +1%
SWM
1134
SeaCrest Wealth Management
New York
$722K – – –
TAM
1135
Tocqueville Asset Management
New York
$720K – – –
KFC
1136
Klingenstein Fields & Co
New York
$718K – – –
ECM
1137
Elgethun Capital Management
South Dakota
$716K – – –
TA
1138
TFG Advisers
Michigan
$714K +$9.71K +124 +1%
SIA
1139
SeaBridge Investment Advisors
New Jersey
$713K +$713K +9,100 New
CPA
1140
Clear Point Advisors
New York
$713K +$12K +153 +2%
CFP
1141
Cypress Financial Planning
New Jersey
$710K +$56.8K +725 +9%
PCIA
1142
Prime Capital Investment Advisors
Kansas
$708K -$573K -7,313 -45%
EWM
1143
Elevatus Welath Management
New York
$706K +$168K +2,150 +31%
CTC
1144
Central Trust Company
Missouri
$704K +$1.49K +19 +0.2%
CFG
1145
Clayton Financial Group
Missouri
$699K – – –
BIM
1146
Bridges Investment Management
Nebraska
$699K +$464K +5,924 +198%
DACG
1147
Donor Advised Charitable Giving
California
$699K +$16K +204 +2%
OHWP
1148
Oak Harbor Wealth Partners
North Carolina
$698K -$22.2K -284 -3%
FCT
1149
Family Capital Trust
Massachusetts
$698K – – –
MCA
1150
MSH Capital Advisors
Arizona
$696K +$4.07K +52 +0.6%
44 45
46
47 48