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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
FB
326
Fulton Bank
Pennsylvania
$8.87M +$1.5M +18,949 +19%
MPW
327
Monterey Private Wealth
California
$8.87M +$26.2K +331 +0.3%
WT
328
Washington Trust
Rhode Island
$8.83M -$121K -1,534 -1%
PFA
329
Pure Financial Advisors
California
$8.78M +$10.7K +135 +0.1%
AAA
330
American Alpha Advisors
New York
$8.76M +$9.18M +115,869 New
CH
331
Canton Hathaway
Rhode Island
$8.74M
FEG
332
Financial Enhancement Group
Indiana
$8.73M -$45.2K -571 -0.5%
MCCA
333
Mill Creek Capital Advisors
Pennsylvania
$8.68M +$97.4K +1,230 +1%
LNWTC
334
Laird Norton Wetherby Trust Company
Washington
$8.68M -$824K -10,400 -8%
LC
335
Lindbrook Capital
California
$8.51M -$396 -5 -0%
DWS
336
Dynamic Wealth Strategies
California
$8.5M +$218K +2,751 +3%
NA
337
NewEdge Advisors
Louisiana
$8.49M -$2.02M -25,498 -18%
TWM
338
Tolleson Wealth Management
Texas
$8.42M +$943K +11,908 +12%
AI
339
Arvest Investments
Arkansas
$8.35M -$709K -8,947 -7%
MLICM
340
Metropolitan Life Insurance Company (MetLife)
New York
$8.31M
ClearBridge Investments
341
ClearBridge Investments
New York
$8.29M +$8.68M +109,576 New
SLT
342
St Louis Trust
Missouri
$8.27M +$20K +253 +0.2%
ACM
343
AUA Capital Management
Pennsylvania
$8.25M -$336K -4,240 -4%
IIM
344
Ironwood Investment Management
Massachusetts
$8.16M -$11.3K -143 -0.1%
SWRP
345
Summit Wealth & Retirement Planning
California
$8.14M -$88.1K -1,113 -1%
CBB
346
Citizens Business Bank
California
$8.13M -$2.44M -30,781 -34%
CWP
347
Corepath Wealth Partners
Arizona
$8.1M +$289K +3,652 +4%
GPW
348
Gray Private Wealth
Massachusetts
$8.08M -$136K -1,720 -2%
HFS
349
Hoge Financial Services
Pennsylvania
$8.08M +$96.4K +1,217 +1%
OGF
350
Orin Green Financial
California
$8.07M -$8.53M -107,753 Closed

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.