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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 %
BMC
1751
Bear Mountain Capital
Washington
$41.4K – – –
GA
1752
GoalVest Advisory
New York
$40.9K -$147K -1,882 -78%
KSWA
1753
Kathleen S. Wright Associates
Pennsylvania
$40.5K +$40.5K +517 New
PCMC
1754
Planning Capital Management Corporation
Pennsylvania
$40.3K – – –
RAM
1755
Ramirez Asset Management
New York
$39.2K – – –
ATC
1756
Advantage Trust Company
Kansas
$39.2K – – –
DF
1757
Dunhill Financial
United Kingdom
$38.1K – – –
WFA
1758
West Financial Advisors
Iowa
$37.8K -$6.74K -86 -15%
FC
1759
Fairscale Capital
New Hampshire
$36.9K +$36.9K +454 New
FFL
1760
Financial Freedom LLC
Ohio
$35.3K +$627 +8 +2%
BIC
1761
Beach Investment Counsel
Pennsylvania
$35K +$35K +441 New
BG
1762
Bollard Group
Massachusetts
$34K +$313 +4 +0.9%
PP
1763
Pacifica Partners
Canada
$32.8K – – –
BWP
1764
Baldwin Wealth Partners
Massachusetts
$32.1K -$30.9K -395 -49%
AAP
1765
Arax Advisory Partners
Colorado
$31.5K +$17.3K +221 +122%
JGCM
1766
Joseph Group Capital Management
Ohio
$27.9K -$3.84K -49 -12%
SFC
1767
SYM Financial Corp
Indiana
$26.2K +$26.2K +334 New
TWP
1768
Triad Wealth Partners
Kansas
$25.3K +$25.3K +323 New
TC
1769
Tacita Capital
Ontario, Canada
$23.5K -$20.8K -265 -47%
ACA
1770
Atlas Capital Advisors
Wyoming
$23.4K – – –
CSC
1771
Caldwell Sutter Capital
California
$22.9K +$1.57K +20 +7%
MSS
1772
Mitchell Sinkler & Starr
Pennsylvania
$22.4K +$22.4K +280 New
VF
1773
VitalStone Financial
Texas
$21.8K +$156 +2 +0.7%
EFP
1774
EnRich Financial Partners
Wisconsin
$21.4K – – –
SIM
1775
Studio Investment Management
Illinois
$21K – – –
69 70
71
72 73