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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 %
BCA
1526
Ballentine Capital Advisors
South Carolina
$263K – – –
S
1527
SignatureFD
Georgia
$263K -$77.2K -986 -23%
EFP
1528
Elser Financial Planning
Indiana
$263K +$263K +3,359 New
HDIM
1529
Hanson & Doremus Investment Management
Vermont
$263K – – –
LFS
1530
Lutz Financial Services
Nebraska
$263K – – –
WPWM
1531
Windward Private Wealth Management
Kansas
$262K -$6.97K -89 -3%
MFA
1532
McClarren Financial Advisors
Pennsylvania
$262K -$1.58M -2,824 -86%
MWA
1533
Motive Wealth Advisors
Michigan
$262K – – –
WPA
1534
West Paces Advisors
Georgia
$262K – – –
SGK
1535
Steigerwald Gordon & Koch
Virginia
$261K +$53.7K +685 +26%
PPC
1536
Park Place Capital
Alabama
$261K +$157 +2 +0.1%
HCP
1537
Holt Capital Partners
Texas
$260K – – –
GIA
1538
Guyasuta Investment Advisors
Pennsylvania
$260K – – –
MFA
1539
Morling Financial Advisors
California
$260K -$17.2K -220 -6%
QWM
1540
Quadcap Wealth Management
Texas
$259K +$259K +3,307 New
WC
1541
Whitney & Co
New York
$258K – – –
HWM
1542
HighMark Wealth Management
Minnesota
$258K – – –
RW
1543
Rede Wealth
Virginia
$258K -$29.4K -375 -10%
CIC
1544
Chilton Investment Company
Connecticut
$257K – – –
HWA
1545
HHM Wealth Advisors
Tennessee
$257K -$19.6K -250 -7%
TW
1546
Traveka Wealth
California
$256K – – –
TFGT
1547
TS Financial Group (TSFG)
Illinois
$255K -$43.3K -553 -15%
SAS
1548
SMI Advisory Services
Indiana
$254K +$254K +3,203 New
RA
1549
Riversedge Advisors
Delaware
$253K – – –
MWM
1550
Melfa Wealth Management
Massachusetts
$253K – – –
60 61
62
63 64