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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
CG
301
Caprock Group
Idaho
$10.7M -$171K -2,159 -2%
WTC
302
WhitTier Trust Company
Nevada
$10.7M +$78.7K +994 +0.7%
FMTC
303
Farmers & Merchants Trust Company
California
$10.5M -$373K -4,714 -3%
NA
304
NewEdge Advisors
Louisiana
$10.5M +$4.02M +50,766 +61%
HIA
305
Harvest Investment Advisors
Florida
$10.4M +$66K +833 +0.6%
SB
306
Simmons Bank
Arkansas
$10.4M +$1.31M +16,519 +14%
DT
307
Diversified Trust
Tennessee
$10.4M +$56.2K +709 +0.5%
WIC
308
WealthBridge Investment Counsel
Alberta, Canada
$10.4M -$424K -5,350 -4%
PWP
309
Precedent Wealth Partners
Texas
$10.2M -$254K -3,205 -2%
MWM
310
Mittelman Wealth Management
Massachusetts
$10.2M
IFAM
311
Institutional & Family Asset Management
Colorado
$10.1M +$9.79M +123,580 +2,146%
RSWM
312
Robertson Stephens Wealth Management
California
$10.1M -$747K -9,424 -7%
CCA
313
Checchi Capital Advisers
California
$10.1M -$3.39M -42,808 -25%
CA
314
Cambridge Associates
Massachusetts
$10M +$10.1M +127,639 New
JWCA
315
J.W. Cole Advisors
Florida
$9.91M +$249K +3,140 +3%
UCB
316
United Community Bank
South Carolina
$9.89M -$458K -5,777 -4%
HIMC
317
Heritage Investors Management Corp
Maryland
$9.86M -$118K -1,489 -1%
CWM
318
Calamos Wealth Management
Illinois
$9.83M +$149K +1,881 +2%
SGWM
319
Sterling Group Wealth Management
California
$9.8M +$9.91M +125,153 New
CTA
320
Chesley Taft & Associates
Illinois
$9.8M -$199K -2,510 -2%
GI
321
GLOBALT Investments
Georgia
$9.79M +$368K +4,647 +4%
WB
322
WesBanco Bank
West Virginia
$9.71M -$909K -11,480 -8%
PFA
323
Pure Financial Advisors
California
$9.63M -$114K -1,435 -1%
TH
324
TCTC Holdings
Texas
$9.58M -$320K -4,045 -3%
HNB
325
Hilltop National Bank
Wyoming
$9.57M +$938K +11,847 +11%

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.