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iShares MSCI EAFE ETF

1,854 hedge funds and large institutions have $45.6B invested in iShares MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 546 increasing their positions, 715 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 85

7% more funds holding in top 10

Funds holding in top 10: 148159 (+11)

2% more capital invested

Capital invested by funds: $44.5B → $45.6B (+$1.07B)

0% more funds holding

Funds holding: 1,8481,854 (+6)

5.29% less ownership

Funds ownership: 83.41%78.13% (-5.3%)

24% less repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 715

32% less call options, than puts

Call options by funds: $6.3B | Put options by funds: $9.32B

Holders
1,854
Holders Change
+6
Holders Change %
+0.32%
% of All Funds
26.62%
Holding in Top 10
159
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+7.43%
% of All Funds
2.28%
New
120
Increased
546
Reduced
715
Closed
85
Calls
$6.3B
Puts
$9.32B
Net Calls
-$3.02B
Net Calls Change
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
Marquette Associates
Illinois
$14.7M
CWM
252
CIBC World Markets
New York
$14.6M +$264K +3,281 +2%
WA
253
Waverly Advisors
Alabama
$14.5M -$188K -2,332 -1%
MA
254
MCF Advisors
Kentucky
$14.5M -$34.7K -431 -0.2%
VWM
255
Venturi Wealth Management
Texas
$14.5M +$911K +11,319 +7%
Simplex Trading
256
Simplex Trading
Illinois
$14.5M +$14M +173,650 New
HBT
257
Hills Bank & Trust
Iowa
$14.4M -$85.3K -1,060 -0.6%
UB
258
UMB Bank
Missouri
$14.3M -$753K -9,360 -5%
HWA
259
Heritage Wealth Advisors
Virginia
$14.3M -$235K -2,918 -2%
VCA
260
Verdence Capital Advisors
Maryland
$14.2M +$960K +11,930 +8%
FT
261
Fiduciary Trust
Massachusetts
$14.2M +$922K +11,455 +7%
OFG
262
Oxford Financial Group
Indiana
$14.2M -$361K -4,484 -3%
SAM
263
Silvercrest Asset Management
New York
$14.2M +$69.3K +861 +0.5%
OC
264
Oppenheimer & Co
New York
$14M +$357K +4,437 +3%
SA
265
Sanctuary Advisors
Indiana
$13.9M +$563K +6,998 +4%
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8M +$1.28M +15,955 +11%
SFG
267
SNS Financial Group
Minnesota
$13.7M -$424K -5,272 -3%
DWM
268
Darwin Wealth Management
Florida
$13.6M +$13.1M +163,084 New
Manulife (Manufacturers Life Insurance)
269
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.6M -$10.5M -130,050 -44%
BMM
270
Berkshire Money Management
Massachusetts
$13.2M +$876K +10,890 +7%
ITB
271
Idaho Trust Bank
Idaho
$13.2M +$81.6K +1,014 +0.6%
BCWM
272
Bartlett & Co Wealth Management
Ohio
$13.2M -$86.5K -1,075 -0.7%
CI
273
Cambiar Investors
Colorado
$13M -$2.24M -27,895 -15%
PAG
274
Private Advisor Group
New Jersey
$12.9M -$307K -3,810 -2%
PWM
275
Perigon Wealth Management
California
$12.9M +$812K +10,092 +7%

EFA Hedge Fund Activity: Q3 2024 in Review

1,854 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2024, worth a combined $45.6B — up 2.4% from $44.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new EFA positions and 85 closed out — a net gain of 35 holders — while 546 added to existing stakes and 715 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $152M. The largest seller was BlackRock, cutting an estimated $1.61B.

  • 1,854 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2024, up from 1,848 in Q2 2024.
  • Funds reported $45.6B of iShares MSCI EAFE ETF stock for Q3 2024, up 2.4% quarter-over-quarter.
  • 120 funds opened new iShares MSCI EAFE ETF positions in Q3 2024 and 85 closed out, a net change of +35 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $152M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2024 was BlackRock, an estimated $1.61B sold.

Based on aggregated 13F filings for Q3 2024.