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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 %
FNBSF
1651
First National Bank Sioux Falls
South Dakota
$202K – – –
LWM
1652
LongView Wealth Management
Georgia
$201K -$157 -2 -0.1%
CT
1653
Clearstead Trust
Maine
$201K – – –
SCM
1654
Schnieders Capital Management
California
$201K – – –
RVPG
1655
Relative Value Partners Group
$201K -$2.85M -36,431 -93%
LSPW
1656
Lake Street Private Wealth
Illinois
$201K – – –
FLA
1657
Financial Life Advisors
Texas
$201K – – –
PS
1658
Planned Solutions
California
$200K – – –
CP
1659
Castleview Partners
Texas
$200K -$59.4K -758 -23%
RIA
1660
Realta Investment Advisors
Delaware
$199K +$31.3K +400 +19%
TCPG
1661
Trivant Custom Portfolio Group
California
$194K +$5.09K +65 +3%
S
1662
Sachetta
Massachusetts
$194K – – –
BLC
1663
Brown, Lisle/Cummings
Rhode Island
$194K – – –
BCP
1664
Blue Chip Partners
Michigan
$193K +$3.37K +43 +2%
FCT
1665
First Community Trust
Iowa
$191K +$5.09K +65 +3%
RLIM
1666
Red Lighthouse Investment Management
New York
$188K – – –
DWA
1667
Delos Wealth Advisors
Texas
$184K – – –
WIM
1668
Westside Investment Management
California
$183K +$157 +2 +0.1%
CHA
1669
Carmichael Hill & Associates
Maryland
$181K +$78 +1 +0%
MCA
1670
Maryland Capital Advisors
Maryland
$174K -$2.04K -26 -1%
CIAS
1671
Capital Investment Advisory Services
North Carolina
$173K -$25.5K -325 -13%
CSB
1672
City State Bank
Iowa
$172K -$8.3K -106 -5%
PCWA
1673
Pacific Capital Wealth Advisors
California
$168K +$2.74K +35 +2%
FRA
1674
Front Row Advisors
California
$167K – – –
FFA
1675
Founders Financial Alliance
North Carolina
$167K -$1.33K -17 -0.8%
65 66
67
68 69