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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 %
PCM
1626
Permanent Capital Management
Illinois
$214K +$214K +2,390 New
LWM
1627
Lakeridge Wealth Management
Ohio
$213K +$213K +2,722 New
TPW
1628
Transatlantique Private Wealth
New York
$213K -$69.3K -885 -25%
FNFDCM
1629
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$211K -$16.8K -215 -7%
THL
1630
Tillman Hartley LLC
Colorado
$211K -$1.8K -23 -0.8%
SHIM
1631
Stone House Investment Management
Pennsylvania
$210K – – –
RA
1632
Rodgers & Associates
Pennsylvania
$210K +$210K +2,685 New
ERWM
1633
Elk River Wealth Management
Colorado
$210K – – –
SWM
1634
SigFig Wealth Management
California
$209K -$577K -7,601 -73%
VBWMG
1635
Von Berge Wealth Management Group
California
$208K – – –
KA
1636
Kovack Advisors
Florida
$208K +$3.45K +44 +2%
GL
1637
Gerber LLC
Ohio
$207K – – –
RSWA
1638
Robinson Smith Wealth Advisors
Maine
$206K +$206K +2,624 New
BTWM
1639
Baker Tilly Wealth Management
Wisconsin
$205K -$202K -2,575 -50%
ZC
1640
Zeit Capital
Colorado
$205K – – –
CHA
1641
Cooper/Haims Advisors
New York
$205K -$115K -1,464 -36%
PP
1642
Patten & Patten
Tennessee
$204K +$204K +2,609 New
PWA
1643
Pillar Wealth Advisors
Pennsylvania
$204K -$121K -1,549 -37%
PL
1644
Plancorp LLC
Missouri
$203K – – –
BCA
1645
Bay Colony Advisors
Massachusetts
$203K -$10.5K -134 -5%
IP
1646
Intellectus Partners
California
$203K +$548 +7 +0.3%
AFG
1647
Allegheny Financial Group
Pennsylvania
$203K +$203K +2,587 New
CFP
1648
Cascade Financial Partners
California
$202K +$202K +2,582 New
RG
1649
Rathbones Group
United Kingdom
$202K – – –
B
1650
Bensler
Washington
$202K +$783 +10 +0.4%
64 65
66
67 68