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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 %
BCP
1326
Berkeley Capital Partners
Georgia
$447K +$8.85K +113 +2%
PSP
1327
Pacific Sage Partners
Washington
$447K +$16.3K +208 +4%
SWA
1328
Sightline Wealth Advisors
Connecticut
$447K +$2.66K +34 +0.6%
PI
1329
PFG Investments
New York
$445K -$38.9K -497 -8%
WFA
1330
WestHill Financial Advisors
California
$444K -$43.9K -561 -9%
KOC
1331
Koss-Olinger Consulting
Florida
$442K +$442K +5,644 New
FNBTCON
1332
First National Bank & Trust Co of Newtown
Pennsylvania
$441K – – –
SB
1333
Strategic Blueprint
Georgia
$440K -$1.41K -18 -0.3%
SPWM
1334
Schrum Private Wealth Management
Florida
$439K +$24.4K +311 +6%
SCM
1335
SOL Capital Management
Maryland
$439K – – –
CAGAS
1336
Capital Advisory Group Advisory Services
Minnesota
$438K – – –
WLPWM
1337
Walled Lake Planning & Wealth Management
Illinois
$438K +$438K +5,586 New
SVWAG
1338
Sound View Wealth Advisors Group
Georgia
$437K +$627 +8 +0.1%
JHCP
1339
Jackson Hole Capital Partners
Oklahoma
$435K – – –
FIA
1340
Foundations Investment Advisors
Arizona
$435K -$3.76K -48 -0.9%
YIA
1341
YHB Investment Advisors
Connecticut
$435K -$6.97K -89 -2%
PBF
1342
Petix & Botte Financial
California
$434K -$333K -4,246 -43%
CNBTD
1343
Citizens National Bank Trust Department
Mississippi
$434K -$1.18K -15 -0.3%
HPC
1344
HM Payson & Co
Maine
$433K – – –
HCA
1345
Horan Capital Advisors
Ohio
$429K – – –
CC
1346
Callan Capital
California
$429K -$72.5K -926 -14%
CSS
1347
Cubist Systematic Strategies
Connecticut
$429K -$81.8K -1,044 -16%
FG
1348
Fiduciary Group
Georgia
$428K +$783 +10 +0.2%
BC
1349
Bricktown Capital
Michigan
$428K -$6.9M -88,042 -94%
OSNBOA
1350
Old Second National Bank of Aurora
Illinois
$426K -$107K -1,360 -20%
52 53
54
55 56