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iShares MSCI EAFE ETF

1,940 hedge funds and large institutions have $43B invested in iShares MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 692 increasing their positions, 671 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 113

5% more funds holding

Funds holding: 1,8551,940 (+85)

1.7% more ownership

Funds ownership: 78.13%79.82% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 692 | Existing positions reduced: 671

6% less capital invested

Capital invested by funds: $45.6B → $43B (-$2.61B)

15% less funds holding in top 10

Funds holding in top 10: 159135 (-24)

17% less call options, than puts

Call options by funds: $5.24B | Put options by funds: $6.34B

Holders
1,940
Holders Change
+85
Holders Change %
+4.58%
% of All Funds
25.55%
Holding in Top 10
135
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-15.09%
% of All Funds
1.78%
New
237
Increased
692
Reduced
671
Closed
113
Calls
$5.24B
Puts
$6.34B
Net Calls
-$1.1B
Net Calls Change
+$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
226
Central Bank & Trust
Kentucky
$15.1M +$260K +3,288 +2%
CRC
227
Curi RMB Capital
Illinois
$14.9M +$842K +10,629 +6%
VCA
228
Verdence Capital Advisors
Maryland
$14.9M +$2.15M +27,146 +16%
TWA
229
Tandem Wealth Advisors
Arizona
$14.9M -$956K -12,071 -6%
CASB
230
Cape Ann Savings Bank
Massachusetts
$14.9M +$1.44M +18,191 +10%
AIM
231
Allen Investment Management
New York
$14.8M -$77K -972 -0.5%
AWS
232
Atria Wealth Solutions
New York
$14.6M +$206K +2,604 +1%
NPT
233
National Philanthropic Trust
Pennsylvania
$14.5M +$5.62K +71 +0%
HWA
234
Heartwood Wealth Advisors
Virginia
$14.3M -$220K -2,772 -1%
HFS
235
Hantz Financial Services
Michigan
$14.2M -$248K -3,132 -2%
LGWM
236
Litman Gregory Wealth Management
California
$14.1M -$478K -6,030 -3%
EWM
237
Evercore Wealth Management
New York
$14M -$483K -6,105 -3%
AIP
238
Almanack Investment Partners
Pennsylvania
$13.9M +$465K +5,871 +3%
CNBT
239
Canandaigua National Bank & Trust
New York
$13.9M -$79.3K -1,001 -0.5%
EFG
240
Ethos Financial Group
Pennsylvania
$13.8M +$14.2M +178,950 +4,799%
FMI
241
F/M Investments
District of Columbia
$13.7M -$7.99M -100,883 -36%
TIAA Trust, National Association
242
TIAA Trust, National Association
North Carolina
$13.7M -$262K -3,304 -2%
HWM
243
HB Wealth Management
Georgia
$13.7M -$2.46K -31 -0%
FPCP
244
Fort Point Capital Partners
California
$13.7M -$1.24M -15,600 -8%
MA
245
Marquette Associates
Illinois
$13.5M +$294K +3,707 +2%
CWM
246
CIBC World Markets
New York
$13.5M +$267K +3,374 +2%
AB
247
ANB Bank
Colorado
$13.4M +$14M +176,975 New
VWM
248
Venturi Wealth Management
Texas
$13.4M +$255K +3,220 +2%
SA
249
Sanctuary Advisors
Indiana
$13.3M -$1M -12,658 -7%
MA
250
MCF Advisors
Kentucky
$13.2M +$107K +1,347 +0.8%

EFA Hedge Fund Activity: Q4 2024 in Review

1,940 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2024, worth a combined $43B — down 5.7% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new EFA positions and 113 closed out — a net gain of 124 holders — while 692 added to existing stakes and 671 trimmed.

The largest buyer was BlackRock, adding an estimated $619M. The largest seller was Jane Street, cutting an estimated $792M.

  • 1,940 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2024, up from 1,855 in Q3 2024.
  • Funds reported $43B of iShares MSCI EAFE ETF stock for Q4 2024, down 5.7% quarter-over-quarter.
  • 237 funds opened new iShares MSCI EAFE ETF positions in Q4 2024 and 113 closed out, a net change of +124 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2024 was BlackRock, an estimated $619M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2024 was Jane Street, an estimated $792M sold.

Based on aggregated 13F filings for Q4 2024.