EFA icon

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 %
BWCS
1201
Beirne Wealth Consulting Services
Connecticut
$616K -$41.9K -535 -6%
EB
1202
Exchange Bank
California
$615K +$29.2K +373 +5%
DJSG
1203
D.J. St. Germain
Massachusetts
$613K +$1.25K +16 +0.2%
GHAM
1204
Gilman Hill Asset Management
Connecticut
$610K +$5.87K +75 +1%
NSB
1205
Norway Savings Bank
Maine
$609K – – –
KWM
1206
Keebeck Wealth Management
Illinois
$608K +$548 +7 +0.1%
CSIC
1207
Clifford Swan Investment Counsel
California
$607K -$7.76K -99 -1%
BWG
1208
Balanced Wealth Group
Ohio
$601K +$10.6K +135 +2%
BHWM
1209
Beaird Harris Wealth Management
Texas
$599K -$9.24K -118 -2%
ACP
1210
Arcus Capital Partners
Georgia
$597K -$88.3K -1,127 -13%
GLA
1211
Good Life Advisors
Pennsylvania
$597K -$34.5K -440 -5%
AG
1212
Ascent Group
Virginia
$597K +$317K +4,049 +114%
AA
1213
Axiom Advisory
California
$595K +$595K +7,516 New
ZB
1214
Zions Bancorporation
Utah
$593K – – –
ST
1215
Sabal Trust
Florida
$593K -$30.2K -385 -5%
DWA
1216
Douglass Winthrop Advisors
New York
$593K +$5.64K +72 +1%
CF
1217
Clarity Financial
Texas
$590K -$7.76K -99 -1%
PCM
1218
Perritt Capital Management
Illinois
$590K +$4.7K +60 +0.8%
KWA
1219
Kingswood Wealth Advisors
California
$589K +$81.4K +1,039 +16%
IF
1220
Intrua Financial
Texas
$588K -$783 -10 -0.1%
DFC
1221
DB Fitzpatrick & Co
Idaho
$587K -$978K -12,482 -62%
OC
1222
Oarsman Capital
Wisconsin
$584K -$27.4K -350 -4%
SAS
1223
Stelac Advisory Services
New York
$581K – – –
PWM
1224
PBMares Wealth Management
Virginia
$579K +$78 +1 +0%
DFA
1225
DHK Financial Advisors
New Hampshire
$579K -$201K -2,563 -26%
47 48
49
50 51