EFA icon

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 %
SCA
1451
SMH Capital Advisors
Texas
$331K +$1.25K +16 +0.4%
FA
1452
Financial Alternatives
California
$329K – – –
AIM
1453
AMI Investment Management
Indiana
$328K – – –
FVWA
1454
Foster Victor Wealth Advisors
South Carolina
$325K +$21.5K +265 +7%
WCWM
1455
Willow Creek Wealth Management
California
$325K +$1.72K +22 +0.5%
VPP
1456
Vertex Planning Partners
Illinois
$323K +$5.17K +66 +2%
TCG
1457
Transcendent Capital Group
Oklahoma
$323K -$1.57K -20 -0.5%
CTWM
1458
Cherry Tree Wealth Management
Minnesota
$322K – – –
TCOTS
1459
Trust Company of the South
North Carolina
$321K – – –
SCG
1460
Sonata Capital Group
Washington
$320K +$3.76K +48 +1%
AGA
1461
Arkos Global Advisors
Texas
$319K -$941 -12 -0.3%
WA
1462
Wealthstream Advisors
New York
$319K – – –
FFO
1463
Fortitude Family Office
Arizona
$318K – – –
4WM
1464
49 Wealth Management
Texas
$317K -$506K -6,450 -61%
CAM
1465
CPA Asset Management
Florida
$316K – – –
CWP
1466
Concord Wealth Partners
Virginia
$314K -$6.5K -83 -2%
AWM
1467
Ariadne Wealth Management
California
$313K +$313K +4,000 New
PH
1468
Pinnacle Holdings
Oklahoma
$313K +$313K +3,996 New
HFS
1469
HBC Financial Services
Washington
$313K +$3.08K +39 +1%
SWM
1470
Sendero Wealth Management
Texas
$312K – – –
LIG
1471
Lokken Investment Group
Delaware
$312K +$312K +3,978 New
KIA
1472
KCM Investment Advisors
California
$311K -$21.9K -280 -7%
VFG
1473
Valley Financial Group
Pennsylvania
$309K – – –
AAMC
1474
Asset Allocation & Management Company
Illinois
$308K – – –
CAM
1475
Cozad Asset Management
Illinois
$307K -$1.02K -13 -0.3%
57 58
59
60 61