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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 %
OFA
1376
Oak Family Advisors
Illinois
$401K -$23.5K -300 -6%
WCM Investment Management
1377
WCM Investment Management
California
$401K +$79.6K +1,018 +25%
IFA
1378
Index Fund Advisors
California
$400K +$1.96K +25 +0.5%
EAM
1379
Empirical Asset Management
Massachusetts
$400K +$13.8K +176 +4%
CFFP
1380
Center for Financial Planning
Michigan
$400K -$470 -6 -0.1%
GIS
1381
Grayhawk Investment Strategies
Alberta, Canada
$399K -$37.2K -475 -9%
KFI
1382
Key Financial Inc
Pennsylvania
$397K +$5.8K +74 +1%
HWA
1383
HCR Wealth Advisors
California
$397K – – –
NFG
1384
Nations Financial Group
Iowa
$396K -$94.8K -1,210 -19%
ARA
1385
Alexander Randolph Advisory
Virginia
$395K +$30.2K +385 +8%
BFA
1386
Bragg Financial Advisors
North Carolina
$395K -$42.5K -543 -10%
EGWAG
1387
Elwood & Goetz Wealth Advisory Group
Georgia
$394K – – –
GLA
1388
Great Lakes Advisors
Illinois
$392K – – –
FWM
1389
Forza Wealth Management
Florida
$392K – – –
Walleye Capital
1390
Walleye Capital
New York
$392K +$392K +5,000 New
GD
1391
Grandfield & Dodd
New York
$387K – – –
CWM
1392
Cornerstone Wealth Management
Missouri
$385K -$9.79K -125 -2%
O3W
1393
Omni 360 Wealth
New Jersey
$385K – – –
TWP
1394
Total Wealth Planning
Ohio
$384K -$40.7K -501 -10%
TCM
1395
Traynor Capital Management
Pennsylvania
$383K -$20.2K -258 -5%
WDG
1396
Wealth Dimensions Group
Ohio
$383K +$78 +1 +0%
GCA
1397
Gradient Capital Advisors
California
$383K – – –
GAMC
1398
Garner Asset Management Corp
Texas
$381K +$3.13K +40 +0.8%
SS
1399
Sound Stewardship
Kansas
$379K +$313 +4 +0.1%
DCM
1400
Donaldson Capital Management
Indiana
$379K -$40.7K -520 -10%
54 55
56
57 58