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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
AIA
301
Alera Investment Advisors
Illinois
$11.3M -$430K -5,345 -4%
Federated Hermes
302
Federated Hermes
Pennsylvania
$11M -$2.41M -30,000 -19%
DT
303
Diversified Trust
Tennessee
$11M -$81.3K -1,011 -0.8%
HIA
304
Harvest Investment Advisors
Florida
$11M -$97.7K -1,214 -0.9%
WIC
305
WealthBridge Investment Counsel
Alberta, Canada
$11M -$88.5K -1,100 -0.8%
UAS
306
United Asset Strategies
New York
$11M -$703K -8,741 -6%
IWM
307
IHT Wealth Management
Illinois
$11M +$5.19M +64,538 +96%
HNB
308
Hilltop National Bank
Wyoming
$11M +$725K +9,006 +7%
SGWM
309
Sterling Group Wealth Management
California
$10.9M +$432K +5,369 +4%
Kayne Anderson Rudnick Investment Management
310
Kayne Anderson Rudnick Investment Management
California
$10.9M +$3.25M +40,440 +45%
AIMCA
311
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.9M +$10.5M +130,000 New
CG
312
Corundum Group
Colorado
$10.8M -$1.35M -16,809 -11%
SB
313
Simmons Bank
Arkansas
$10.8M -$305K -3,785 -3%
SAMT
314
Select Asset Management & Trust
Pennsylvania
$10.8M -$5.13M -63,775 -33%
FMTC
315
Farmers & Merchants Trust Company
California
$10.7M -$511K -6,345 -5%
CCA
316
Checchi Capital Advisers
California
$10.7M -$78.5K -975 -0.8%
CA
317
Cambridge Associates
Massachusetts
$10.7M
PFBT
318
Parkside Financial Bank & Trust
Missouri
$10.7M +$1.14M +14,218 +13%
PWP
319
Precedent Wealth Partners
Texas
$10.7M -$237K -2,943 -2%
JWCA
320
J.W. Cole Advisors
Florida
$10.7M +$79.2K +984 +0.8%
ANB
321
Amarillo National Bank
Texas
$10.6M -$2.49M -30,988 -20%
CG
322
Caprock Group
Idaho
$10.6M -$853K -10,600 -8%
CTA
323
Chesley Taft & Associates
Illinois
$10.5M +$23.7K +295 +0.2%
LNWTC
324
Laird Norton Wetherby Trust Company
Washington
$10.5M +$5.09M +63,198 +102%
HIMC
325
Heritage Investors Management Corp
Maryland
$10.4M -$122K -1,515 -1%

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.