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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
WB
326
WesBanco Bank
West Virginia
$10.2M -$159K -1,977 -2%
MWP
327
MYCIO Wealth Partners
Pennsylvania
$10.1M
UCB
328
United Community Bank
South Carolina
$10.1M -$437K -5,429 -4%
AI
329
Arvest Investments
Arkansas
$9.98M +$42.9K +533 +0.4%
BC
330
Belmont Capital
California
$9.95M
AWM
331
Aries Wealth Management
Maine
$9.91M +$1.01M +12,604 +12%
MFC
332
Mechanics Financial Corp
Ohio
$9.91M -$204K -2,531 -2%
DLCIG
333
D.L. Carlson Investment Group
New Hampshire
$9.9M +$208K +2,588 +2%
WT
334
Washington Trust
Rhode Island
$9.89M -$144K -1,784 -1%
FTWA
335
Fifth Third Wealth Advisors
Ohio
$9.89M +$2.4M +29,844 +34%
MPW
336
Monterey Private Wealth
California
$9.78M -$93K -1,156 -1%
Qube Research & Technologies (QRT)
337
Qube Research & Technologies (QRT)
United Kingdom
$9.74M +$9.37M +116,488 New
PFA
338
Pure Financial Advisors
California
$9.7M -$557K -6,921 -6%
CH
339
Canton Hathaway
Rhode Island
$9.67M
FFBTD
340
First Financial Bank - Trust Division
Ohio
$9.64M +$421K +5,231 +5%
SA
341
SpiderRock Advisors
Delaware
$9.64M +$134K +1,665 +1%
WCF
342
West Coast Financial
California
$9.6M +$163K +2,026 +2%
MCCA
343
Mill Creek Capital Advisors
Pennsylvania
$9.5M +$280K +3,482 +3%
ACM
344
AUA Capital Management
Pennsylvania
$9.48M -$180K -2,237 -2%
LC
345
Lindbrook Capital
California
$9.41M +$159K +1,981 +2%
HFO
346
Heritage Family Offices
Arizona
$9.39M -$27.7K -344 -0.3%
MLICM
347
Metropolitan Life Insurance Company (MetLife)
New York
$9.19M +$227K +2,822 +3%
DWS
348
Dynamic Wealth Strategies
California
$9.17M +$25.5K +317 +0.3%
SLT
349
St Louis Trust
Missouri
$9.13M
SWRP
350
Summit Wealth & Retirement Planning
California
$9.1M -$30.4K -378 -0.3%

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.