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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 %
RBC
1176
Romano Brothers & Co
Illinois
$656K +$261K +3,328 +66%
HWM
1177
Hohimer Wealth Management
Washington
$653K – – –
TAM
1178
Townsend Asset Management
North Carolina
$652K +$5.33K +68 +0.8%
JAFL
1179
Jay A. Fishman Ltd
Michigan
$650K -$192K -2,450 -23%
FDDB
1180
Fidelity D&D Bancorp
Pennsylvania
$646K – – –
CFO
1181
Collective Family Office
Pennsylvania
$645K +$182K +2,325 +39%
LWM
1182
Liberty Wealth Management
California
$643K +$7.6K +97 +1%
MFT
1183
Moisand Fitzgerald Tamayo
Florida
$643K – – –
CV
1184
Counterweight Ventures
North Carolina
$642K +$19.1K +244 +3%
MAWCM
1185
Mine & Arao Wealth Creation & Management
California
$642K +$4.07K +52 +0.6%
HSG
1186
Helen Stephens Group
Texas
$637K +$637K +8,131 New
LWL
1187
Leo Wealth LLC
Texas
$636K +$5.72K +73 +0.9%
MWM
1188
Modern Wealth Management
Kansas
$632K +$410K +5,238 +185%
EFS
1189
Essex Financial Services
Connecticut
$632K +$218K +2,832 +53%
TC
1190
Trilogy Capital
California
$628K +$68.2K +871 +12%
HAS
1191
Horizon Advisory Services
New York
$628K +$71.9K +918 +13%
PPW
1192
Parcion Private Wealth
Washington
$627K +$19.5K +249 +3%
FPCG
1193
Forum Private Client Group
Indiana
$626K +$10.5K +134 +2%
HI
1194
Harbour Investments
Wisconsin
$625K -$178K -2,272 -22%
HT
1195
Heritage Trust
Oklahoma
$624K – – –
CA
1196
CGN Advisors
Kansas
$623K +$63.7K +813 +11%
MSAM
1197
Moloney Securities Asset Management
Missouri
$622K +$71.6K +914 +13%
EWP
1198
Elevation Wealth Partners
California
$622K +$8.07K +103 +1%
DSC
1199
Duncker Streett & Co
Missouri
$621K – – –
HCM
1200
Howland Capital Management
Massachusetts
$618K – – –
46 47
48
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