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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 %
CCA
1501
Carrera Capital Advisors
Michigan
$285K +$285K +3,634 New
MSCM
1502
McElhenny Sheffield Capital Management
Texas
$284K +$12K +153 +4%
HIS
1503
Horizon Investment Services
Indiana
$284K – – –
Invesco
1504
Invesco
Georgia
$282K +$282K +3,603 New
MMG
1505
Monetary Management Group
Missouri
$282K – – –
FIA
1506
FNY Investment Advisers
New York
$281K +$281K +3,600 New
JWM
1507
JPL Wealth Management
Colorado
$280K – – –
AWM
1508
Abound Wealth Management
Tennessee
$280K -$6.27K -80 -2%
BFG
1509
Berger Financial Group
Minnesota
$278K +$705 +9 +0.3%
EFG
1510
Ethos Financial Group
Pennsylvania
$278K +$278K +2,482 New
KBFS
1511
Kohmann Bosshard Financial Services
Ohio
$278K +$7.68K +98 +3%
AC
1512
AWM Capital
Arizona
$277K -$7.52K -96 -3%
MWM
1513
MorganRosel Wealth Management
Colorado
$276K – – –
AIC
1514
Argus Investors Counsel
New York
$275K -$1.18K -15 -0.4%
NA
1515
Nottingham Advisors
New York
$274K +$12.5K +160 +5%
DP
1516
Dearborn Partners
Illinois
$271K +$16.7K +213 +7%
SSWM
1517
Strait & Sound Wealth Management
California
$268K -$56K -715 -17%
GIM
1518
Greylin Investment Management
Virginia
$267K – – –
AT
1519
Arden Trust
Delaware
$267K -$13.5K -172 -5%
MPM
1520
Meritage Portfolio Management
Kansas
$267K +$34.1K +435 +15%
MSG
1521
Main Street Group
Virginia
$266K – – –
BIA
1522
Bigelow Investment Advisors
Maine
$266K – – –
TWM
1523
TMD Wealth Management
Arizona
$266K – – –
AWM
1524
Aprio Wealth Management
Georgia
$265K – – –
SIG
1525
Sargent Investment Group
Maryland
$264K – – –
59 60
61
62 63