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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 %
EWM
1401
EPG Wealth Management
Georgia
$378K -$382K -4,785 Closed
DFC
1402
DBK Financial Counsel
Ohio
$376K – – –
TWP
1403
TFO Wealth Partners
Ohio
$376K – – –
TCM
1404
Telos Capital Management
California
$375K +$78 +1 +0%
PWMAG
1405
Pinnacle Wealth Management Advisory Group
New Jersey
$372K +$7.83K +100 +2%
AFP
1406
Ausdal Financial Partners
Iowa
$372K +$96.4K +1,231 +35%
HWM
1407
Hassell Wealth Management
Louisiana
$370K -$7.21K -91 -2%
CAM
1408
Councilmark Asset Management
Tennessee
$367K – – –
IWM
1409
Integris Wealth Management
California
$366K – – –
DWM
1410
Dakota Wealth Management
Florida
$365K +$1.33K +17 +0.4%
NCM
1411
Northside Capital Management
Oregon
$364K – – –
IA
1412
Insight Advisors
Pennsylvania
$363K +$32.8K +419 +10%
VI
1413
Vestcor Inc
New Brunswick, Canada
$363K +$147K +1,870 +68%
MF
1414
Meridian Financial
Massachusetts
$361K +$1.25K +16 +0.3%
KDA
1415
Kraft Davis & Associates
Missouri
$360K -$7.94K -100 -2%
MWM
1416
Marion Wealth Management
Pennsylvania
$358K +$136K +1,736 +61%
HS
1417
Horan Securities
United States
$357K +$15.9K +203 +5%
GCM
1418
Gallacher Capital Management
Colorado
$357K -$62.7K -800 -15%
CA
1419
Continuum Advisory
Idaho
$356K +$8.77K +112 +3%
IIM
1420
Ipswich Investment Management
Massachusetts
$356K -$7.36K -94 -2%
RWM
1421
Ritholtz Wealth Management
New York
$355K +$355K +4,537 New
FPGK
1422
Financial Partners Group (Kansas)
Kansas
$355K +$548 +7 +0.2%
VF
1423
Vawter Financial
Ohio
$355K +$56K +715 +19%
HWA
1424
Hillcrest Wealth Advisors
New Jersey
$352K – – –
SF
1425
Symphony Financial
Texas
$352K +$939 +12 +0.3%
55 56
57
58 59