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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 %
SRC
1301
Sage Rhino Capital
California
$477K +$1.25K +16 +0.3%
LIM
1302
Leavell Investment Management
Alabama
$477K +$28.6K +365 +6%
IAG
1303
Investmark Advisory Group
Connecticut
$477K +$627 +8 +0.1%
MW
1304
Members Wealth
Pennsylvania
$476K +$476K +5,332 New
CWA
1305
Core Wealth Advisors
Florida
$475K – – –
LFP
1306
Lakeshore Financial Planning
Michigan
$475K – – –
JIR
1307
James Investment Research
Ohio
$474K – – –
HCP
1308
Hardin Capital Partners
South Carolina
$472K +$472K +6,028 New
HIP
1309
HUB Investment Partners
Texas
$471K -$14.2K -181 -3%
CP
1310
Creekside Partners
California
$471K +$471K +6,013 New
MFGP
1311
Marshall Financial Group (Pennsylvania)
Pennsylvania
$469K +$4.62K +59 +1%
WIA
1312
Wetzel Investment Advisors
Indiana
$469K +$1.04K +13 +0.2%
FGG
1313
Financial Guidance Group
Florida
$467K -$70.2K -896 -13%
CCM
1314
Colorado Capital Management
Colorado
$465K – – –
CWA
1315
Capital Wealth Alliance
Arizona
$465K +$72.3K +923 +18%
HIC
1316
Holderness Investments Company
North Carolina
$464K -$5.88K -75 -1%
CFS
1317
Cannon Financial Strategists
Georgia
$461K – – –
THWM
1318
Taylor Hoffman Wealth Management
Virginia
$461K – – –
SFG
1319
Sage Financial Group
Pennsylvania
$461K – – –
SIAP
1320
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$460K – – –
RFA
1321
RTD Financial Advisors
Pennsylvania
$460K -$2.82K -36 -0.6%
FF
1322
Farrell Financial
New York
$458K +$6.82K +87 +2%
BW
1323
Bison Wealth
Georgia
$454K – – –
RPWA
1324
Regent Peak Wealth Advisors
Georgia
$450K -$60.4K -771 -12%
APW
1325
Aurora Private Wealth
New Jersey
$449K +$98.4K +1,255 +28%
51 52
53
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