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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 %
PBK
1276
Peoples Bank (Kansas)
Kansas
$507K -$7.83K -100 -2%
LWCFA
1277
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$505K +$16.3K +200 +3%
IWS
1278
Insight Wealth Strategies
California
$504K +$27.3K +349 +6%
HWM
1279
Howard Wealth Management
Connecticut
$502K +$2.27K +29 +0.5%
HWMT
1280
Heritage Wealth Management (Texas)
Texas
$499K -$642K -8,195 -56%
SIA
1281
Soltis Investment Advisors
Utah
$494K +$89.6K +1,144 +22%
ADL
1282
Asset Dedication LLC
California
$494K -$20K -255 -4%
CCP
1283
Clarkston Capital Partners
Michigan
$494K – – –
CWM
1284
Chemistry Wealth Management
New York
$494K -$13.3K -170 -3%
FFM
1285
Forum Financial Management
Illinois
$491K -$275K -3,510 -36%
MWM
1286
Mascoma Wealth Management
New Hampshire
$491K – – –
EI
1287
Ellevest Inc
New York
$488K – – –
CAM
1288
Close Asset Management
United Kingdom
$488K – – –
AWM
1289
Aberdeen Wealth Management
Illinois
$487K – – –
CIAS
1290
CBIZ Investment Advisory Services
Ohio
$485K +$7.29K +93 +2%
GWM
1291
Greenwich Wealth Management
Connecticut
$484K – – –
ATI
1292
ARK & TLK Investments
Oklahoma
$484K -$10K -128 -2%
SNBOSD
1293
Security National Bank of So Dak
Iowa
$483K – – –
B
1294
Bellecapital
Switzerland
$483K – – –
BST
1295
Bath Savings Trust
Maine
$483K +$31.3K +400 +7%
TRCT
1296
Tower Research Capital (TRC)
New York
$482K -$34.8K -444 -7%
AFA
1297
Alpha Financial Advisors
North Carolina
$480K +$8.77K +112 +2%
NAS
1298
Nicolet Advisory Services
Wisconsin
$479K +$724 +9 +0.2%
WPW
1299
Watershed Private Wealth
Illinois
$478K -$19K -243 -4%
MCG
1300
McCollum Christoferson Group
New York
$478K – – –
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