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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 %
LRWA
1351
Long Run Wealth Advisors
New York
$425K – – –
TAM
1352
Tucker Asset Management
Colorado
$423K +$408K +5,206 +2,603%
FFG
1353
Frisch Financial Group
New York
$423K -$56K -714 -12%
SMA
1354
Seven Mile Advisory
New Jersey
$422K +$157 +2 +0%
WA
1355
Wealth Architects
California
$422K -$1.41K -18 -0.3%
ZIM
1356
Zacks Investment Management
Illinois
$422K +$627 +8 +0.1%
CWM
1357
Castle Wealth Management
Florida
$420K -$10K -128 -2%
NG
1358
Northstar Group
New York
$419K -$176K -2,250 -30%
SIC
1359
Samalin Investment Counsel
New York
$419K +$4.15K +53 +1%
VCP
1360
Vista Capital Partners
Oregon
$418K +$31.7K +405 +8%
GFPC
1361
Global Financial Private Client
Florida
$417K – – –
WA
1362
WP Advisors
California
$416K +$7.36K +94 +2%
NSAM
1363
North Star Asset Management
Wisconsin
$412K -$1.96K -25 -0.5%
BFC
1364
Blue Fin Capital
Rhode Island
$411K -$36.7K -469 -8%
MA
1365
MKT Advisors
California
$410K +$10.8K +136 +3%
CB
1366
CNB Bank
Pennsylvania
$410K – – –
BBW
1367
Blue Barn Wealth
Utah
$409K +$3.29K +42 +0.8%
PTB
1368
Pioneer Trust Bank
Oregon
$407K -$10.4K -133 -2%
GCM
1369
Gables Capital Management
Florida
$406K -$40.8K -521 -9%
NAM
1370
NorthCrest Asset Manangement
Minnesota
$405K +$1.96K +25 +0.5%
FEM
1371
Fulcrum Equity Management
Texas
$404K +$404K +5,153 New
KCPG
1372
Kavar Capital Partners Group
Kansas
$404K – – –
PSA
1373
Plum Street Advisors
Louisiana
$403K – – –
LCC
1374
Lincoln Capital Corp
Rhode Island
$403K – – –
FBFS
1375
First Business Financial Services
Wisconsin
$402K – – –
53 54
55
56 57