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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 %
CPA
1551
Capital Performance Advisors
California
$253K – – –
CCMI
1552
Creative Capital Management Investments
California
$252K -$9.87K -126 -4%
GI
1553
GAMMA Investing
California
$251K – – –
RW
1554
REDW Wealth
New Mexico
$251K – – –
SWM
1555
SFG Wealth Management
Maryland
$251K +$157 +2 +0.1%
OWA
1556
Octavia Wealth Advisors
Ohio
$251K +$39.2K +500 +18%
SM
1557
Sensible Money
Arizona
$251K – – –
C1AG
1558
Client 1st Advisory Group
Florida
$250K – – –
GI
1559
Gradient Investments
Minnesota
$250K -$78 -1 -0%
IFWM
1560
Institute for Wealth Management
Colorado
$250K – – –
JCM
1561
Jacobi Capital Management
Pennsylvania
$250K +$250K +3,192 New
CW
1562
Cooksen Wealth
Texas
$248K – – –
FCM
1563
Fogel Capital Management
Florida
$248K – – –
PPW
1564
PACK Private Wealth
Minnesota
$247K – – –
AW
1565
Avion Wealth
Texas
$246K -$50.5K -647 -17%
DTL
1566
Dynamic Technology Lab
Singapore
$246K +$246K +3,146 New
GWM
1567
GSB Wealth Management
Connecticut
$246K +$3.06K +39 +1%
BFA
1568
Bill Few Associates
Pennsylvania
$244K – – –
B
1569
Birchbrook
Maine
$243K – – –
WCM
1570
Wealthcare Capital Management
Virginia
$243K -$126K -1,608 -34%
SWM
1571
Sugarloaf Wealth Management
Georgia
$243K +$2.82K +36 +1%
SWP
1572
Summit Wealth Partners
Florida
$242K – – –
SEIA
1573
Signature Estate & Investment Advisors
California
$241K +$241K +3,075 New
TA
1574
TFB Advisors
Kansas
$241K -$5.88K -75 -2%
JPMIA
1575
J.P. Marvel Investment Advisors
Massachusetts
$240K – – –
61 62
63
64 65