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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
SDAM
276
Shulman DeMeo Asset Management
New York
$12.8M -$139K -1,726 -1%
QC
277
Quent Capital
New York
$12.7M -$91.8K -1,141 -0.7%
CWM
278
Calamos Wealth Management
Illinois
$12.5M +$1.95M +24,222 +19%
WT
279
Whittier Trust
California
$12.5M -$770K -9,571 -6%
WTC
280
WhitTier Trust Company
Nevada
$12.5M +$1.03M +12,844 +9%
OCM
281
One Capital Management
California
$12.4M -$1.5M -18,646 -11%
SWM
282
Spire Wealth Management
Virginia
$12.3M -$166K -2,061 -1%
YCM
283
Yousif Capital Management
Michigan
$12.3M +$5.48M +68,100 +86%
MC
284
Martin & Co
Tennessee
$12.3M -$33K -410 -0.3%
CAG
285
Crestwood Advisors Group
Massachusetts
$12.3M +$415K +5,156 +4%
FM
286
Foster & Motley
Ohio
$12.2M -$200K -2,486 -2%
CF
287
Corebridge Financial
Texas
$12.2M -$5.31M -66,000 -31%
CFA
288
Camarda Financial Advisors
Florida
$12M +$11.6M +143,558 New
FCH
289
Freestone Capital Holdings
Washington
$11.9M -$144K -1,794 -1%
BWM
290
Brickley Wealth Management
California
$11.9M -$10.5K -130 -0.1%
GWM
291
Geneos Wealth Management
Colorado
$11.9M +$47K +584 +0.4%
WPC
292
Waters Parkerson & Co
Louisiana
$11.8M -$21.2K -264 -0.2%
SWA
293
Strategies Wealth Advisors
Michigan
$11.8M -$149K -1,850 -1%
SW
294
SteelPeak Wealth
California
$11.8M +$242K +3,006 +2%
TH
295
TCTC Holdings
Texas
$11.7M +$1.39M +17,238 +14%
Vanguard Group
296
Vanguard Group
Pennsylvania
$11.6M -$232K -2,879 -2%
NA
297
NewEdge Advisors
Louisiana
$11.5M +$347K +4,313 +3%
AF
298
Allworth Financial
California
$11.5M -$1.06M -13,148 -9%
NFW
299
Noble Family Wealth
Florida
$11.5M
LP
300
LGL Partners
Pennsylvania
$11.3M -$1.14M -14,165 -10%

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.