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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
QC
276
Quent Capital
New York
$12M +$160K +2,014 +1%
AF
277
Allworth Financial
California
$12M -$305K -3,854 -2%
SWM
278
Spire Wealth Management
Virginia
$11.7M -$188K -2,378 -2%
LP
279
LGL Partners
Pennsylvania
$11.7M +$240K +3,036 +2%
FDCDDQ
280
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7M -$46.3K -584 -0.4%
FM
281
Foster & Motley
Ohio
$11.7M -$136K -1,712 -1%
MC
282
Martin & Co
Tennessee
$11.6M -$293K -3,705 -2%
BMM
283
Berkshire Money Management
Massachusetts
$11.5M +$260K +3,281 +2%
CG
284
Corundum Group
Colorado
$11.5M +$2.08M +26,270 +22%
BSW
285
Buckingham Strategic Wealth
Missouri
$11.4M -$98.1K -1,239 -0.8%
PWM
286
Perigon Wealth Management
California
$11.3M +$423K +5,342 +4%
FCH
287
Freestone Capital Holdings
Washington
$11.3M -$855K -10,795 -7%
COPPSERS
288
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.2M
SWA
289
Strategies Wealth Advisors
Michigan
$11.2M -$224K -2,824 -2%
Toronto Dominion Bank
290
Toronto Dominion Bank
Ontario, Canada
$11.1M +$7.65M +96,558 +212%
BWM
291
Brickley Wealth Management
California
$11.1M -$8.95K -113 -0.1%
Vanguard Group
292
Vanguard Group
Pennsylvania
$11.1M +$12.5K +158 +0.1%
WPC
293
Waters Parkerson & Co
Louisiana
$11.1M -$225K -2,835 -2%
CAG
294
Crestwood Advisors Group
Massachusetts
$11.1M -$167K -2,106 -1%
GWM
295
Geneos Wealth Management
Colorado
$11.1M -$310K -3,917 -3%
UAS
296
United Asset Strategies
New York
$11M +$188K +2,376 +2%
AIA
297
Alera Investment Advisors
Illinois
$11M -$2.29M -28,850 -17%
SW
298
SteelPeak Wealth
California
$10.8M -$1.09M -13,740 -9%
NFW
299
Noble Family Wealth
Florida
$10.7M
OWM
300
Olympus Wealth Management
Utah
$10.7M +$9.5M +119,971 +712%

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.