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iShares MSCI EAFE ETF

1,849 hedge funds and large institutions have $44.5B invested in iShares MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 648 increasing their positions, 709 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 96

0% less funds holding

Funds holding: 1,8501,849 (-1)

0.54% less ownership

Funds ownership: 83.95%83.41% (-0.54%)

1% less capital invested

Capital invested by funds: $45B → $44.5B (-$424M)

9% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 709

5% less funds holding in top 10

Funds holding in top 10: 156148 (-8)

36% less call options, than puts

Call options by funds: $5.37B | Put options by funds: $8.44B

Holders
1,849
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
26.7%
Holding in Top 10
148
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.13%
% of All Funds
2.14%
New
124
Increased
648
Reduced
709
Closed
96
Calls
$5.37B
Puts
$8.44B
Net Calls
-$3.06B
Net Calls Change
+$744M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
226
Central Bank & Trust
Kentucky
$15.4M +$1.66M +20,925 +12%
AWS
227
Atria Wealth Solutions
New York
$15.3M +$57.6K +727 +0.4%
TAMH
228
Taikang Asset Management (HK)
Hong Kong
$15.3M +$15.5M +195,440 New
SAMT
229
Select Asset Management & Trust
Pennsylvania
$15.1M -$2.32M -29,291 -13%
NPT
230
National Philanthropic Trust
Pennsylvania
$15.1M +$89.9K +1,135 +0.6%
TIAA Trust, National Association
231
TIAA Trust, National Association
North Carolina
$15M -$170K -2,140 -1%
FPCP
232
Fort Point Capital Partners
California
$14.9M -$323K -4,075 -2%
HWA
233
Heartwood Wealth Advisors
Virginia
$14.9M +$44.4K +560 +0.3%
LGWM
234
Litman Gregory Wealth Management
California
$14.9M +$1M +12,676 +7%
Wellington Management Group
235
Wellington Management Group
Massachusetts
$14.8M -$3.96M -49,998 -21%
FCI
236
Financial Counselors Inc
Kansas
$14.6M +$2.34M +29,555 +19%
CI
237
Cambiar Investors
Colorado
$14.4M +$3.53M +44,610 +32%
UB
238
UMB Bank
Missouri
$14.1M -$696K -8,781 -5%
AFG
239
ABLE Financial Group
Arizona
$14.1M +$1.4M +17,683 +11%
HWM
240
HB Wealth Management
Georgia
$13.9M -$72.9K -920 -0.5%
UW
241
Unique Wealth
Florida
$13.8M +$1.21M +15,297 +9%
WA
242
Waverly Advisors
Alabama
$13.8M +$738K +9,314 +6%
MA
243
Marquette Associates
Illinois
$13.7M +$144K +1,812 +1%
OFG
244
Oxford Financial Group
Indiana
$13.7M -$89.2K -1,126 -0.6%
MA
245
MCF Advisors
Kentucky
$13.6M +$113K +1,422 +0.8%
HWA
246
Heritage Wealth Advisors
Virginia
$13.6M -$14.9K -188 -0.1%
HBT
247
Hills Bank & Trust
Iowa
$13.6M -$44.3K -559 -0.3%
ITC
248
Inspire Trust Company
Nevada
$13.5M +$3.73M +47,025 +37%
EL
249
EQ LLC
Washington
$13.5M +$3.73M +47,099 +38%
SA
250
Sanctuary Advisors
Indiana
$13.4M +$13.6M +172,241 New

EFA Hedge Fund Activity: Q2 2024 in Review

1,849 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2024, worth a combined $44.5B — down 0.94% from $45B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EFA positions and 96 closed out — a net gain of 28 holders — while 648 added to existing stakes and 709 trimmed.

The largest buyer was BlackRock, adding an estimated $343M. The largest seller was Citigroup, cutting an estimated $313M.

  • 1,849 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2024, down from 1,850 in Q1 2024.
  • Funds reported $44.5B of iShares MSCI EAFE ETF stock for Q2 2024, down 0.94% quarter-over-quarter.
  • 124 funds opened new iShares MSCI EAFE ETF positions in Q2 2024 and 96 closed out, a net change of +28 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q2 2024 was BlackRock, an estimated $343M added.
  • The largest iShares MSCI EAFE ETF seller in Q2 2024 was Citigroup, an estimated $313M sold.

Based on aggregated 13F filings for Q2 2024.