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iShares MSCI EAFE ETF

1,940 hedge funds and large institutions have $43B invested in iShares MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 692 increasing their positions, 671 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 113

5% more funds holding

Funds holding: 1,8551,940 (+85)

1.7% more ownership

Funds ownership: 78.13%79.82% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 692 | Existing positions reduced: 671

6% less capital invested

Capital invested by funds: $45.6B → $43B (-$2.61B)

15% less funds holding in top 10

Funds holding in top 10: 159135 (-24)

17% less call options, than puts

Call options by funds: $5.24B | Put options by funds: $6.34B

Holders
1,940
Holders Change
+85
Holders Change %
+4.58%
% of All Funds
25.55%
Holding in Top 10
135
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-15.09%
% of All Funds
1.78%
New
237
Increased
692
Reduced
671
Closed
113
Calls
$5.24B
Puts
$6.34B
Net Calls
-$1.1B
Net Calls Change
+$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
DT
301
Diversified Trust
Tennessee
$9.94M -$31.2K -394 -0.3%
IA
302
Integrity Alliance
Iowa
$9.93M +$10.4M +131,341 New
WIC
303
WealthBridge Investment Counsel
Alberta, Canada
$9.9M -$39.6K -500 -0.4%
P
304
&Partners
Tennessee
$9.88M +$4.64M +58,569 +83%
CCA
305
Checchi Capital Advisers
California
$9.84M +$185K +2,337 +2%
AIMCA
306
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.83M
FMTC
307
Farmers & Merchants Trust Company
California
$9.73M +$68.7K +867 +0.7%
JWCA
308
J.W. Cole Advisors
Florida
$9.66M +$24.6K +311 +0.2%
CA
309
Cambridge Associates
Massachusetts
$9.65M
SB
310
Simmons Bank
Arkansas
$9.61M -$171K -2,164 -2%
AF
311
Allworth Financial
California
$9.57M -$1.19M -15,068 -11%
WB
312
WesBanco Bank
West Virginia
$9.45M +$243K +3,068 +3%
ALA
313
Atlas Legacy Advisors
California
$9.45M +$9.89M +124,942 New
CTA
314
Chesley Taft & Associates
Illinois
$9.44M -$44.7K -565 -0.5%
MWP
315
MYCIO Wealth Partners
Pennsylvania
$9.43M +$301K +3,807 +3%
AFA
316
Antonelli Financial Advisors
Michigan
$9.35M +$9.8M +123,725 New
HIMC
317
Heritage Investors Management Corp
Maryland
$9.19M -$215K -2,717 -2%
UCB
318
United Community Bank
South Carolina
$9.13M -$8.79K -111 -0.1%
Federated Hermes
319
Federated Hermes
Pennsylvania
$9.07M -$950K -12,000 -9%
DLCIG
320
D.L. Carlson Investment Group
New Hampshire
$9.04M +$96K +1,212 +1%
PWP
321
Precedent Wealth Partners
Texas
$9M -$670K -8,461 -7%
BC
322
Belmont Capital
California
$9M
MFC
323
Mechanics Financial Corp
Ohio
$8.9M -$55.9K -706 -0.6%
WCF
324
West Coast Financial
California
$8.87M +$200K +2,529 +2%
AWM
325
Aries Wealth Management
Maine
$8.87M -$89.6K -1,131 -1%

EFA Hedge Fund Activity: Q4 2024 in Review

1,940 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2024, worth a combined $43B — down 5.7% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new EFA positions and 113 closed out — a net gain of 124 holders — while 692 added to existing stakes and 671 trimmed.

The largest buyer was BlackRock, adding an estimated $619M. The largest seller was Jane Street, cutting an estimated $792M.

  • 1,940 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2024, up from 1,855 in Q3 2024.
  • Funds reported $43B of iShares MSCI EAFE ETF stock for Q4 2024, down 5.7% quarter-over-quarter.
  • 237 funds opened new iShares MSCI EAFE ETF positions in Q4 2024 and 113 closed out, a net change of +124 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2024 was BlackRock, an estimated $619M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2024 was Jane Street, an estimated $792M sold.

Based on aggregated 13F filings for Q4 2024.