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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 %
PA
1701
Pineridge Advisors
Missouri
$104K +$104K +1,334 New
BC
1702
Barrett & Company
Rhode Island
$102K – – –
DCM
1703
Davis Capital Management
Florida
$101K – – –
PWM
1704
Partnership Wealth Management
Maryland
$98.4K +$4.93K +63 +5%
FFA
1705
Frazier Financial Advisors
Ohio
$98.2K +$784 +10 +0.8%
WAG
1706
Windsor Advisory Group
Ohio
$97.3K -$14.7K -188 -13%
DFA
1707
DHJJ Financial Advisors
Illinois
$95.9K +$157 +2 +0.2%
KPP
1708
Kings Path Partners
Texas
$92K +$92K +1,175 New
HF
1709
Halpern Financial
Virginia
$91.3K -$20K -255 -18%
RI
1710
Ridgewood Investments
New Jersey
$90.1K +$90.1K +1,150 New
T
1711
Tidemark
California
$89.9K -$22.6K -289 -20%
MWM
1712
MGB Wealth Management
Texas
$86.9K – – –
AFG
1713
Albion Financial Group
Utah
$86.7K – – –
CMP
1714
Coston McIsaac & Partners
Maine
$86K – – –
SWC
1715
Spectrum Wealth Counsel
Indiana
$85.8K – – –
VAMG
1716
Voisard Asset Management Group
Michigan
$85.4K – – –
OW
1717
Olistico Wealth
Oklahoma
$84.2K +$84.2K +1,075 New
GC
1718
Gould Capital
Washington
$83.9K – – –
RFG
1719
RFP Financial Group
Georgia
$78.9K +$7.91K +101 +11%
CTC
1720
Cetera Trust Company
Minnesota
$78.3K – – –
MHR
1721
Matthew Hamilton Rosenberg
$75.9K -$66.7K -850 -47%
GIP
1722
Granite Investment Partners
California
$74.4K – – –
SFC
1723
Strategic Financial Concepts
Texas
$73.7K +$73.7K +77,820 New
LI
1724
LRI Investments
Florida
$72.8K – – –
BIM
1725
Breakwater Investment Management
Washington
$72.8K – – –
67 68
69
70 71