We are live on ! Find out more
EFA icon

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
GPW
351
Gray Private Wealth
Massachusetts
$9.08M +$56.6K +703 +0.7%
TSS
352
Two Sigma Securities
New York
$9.06M +$8.36M +103,934 +2,362%
IIM
353
Ironwood Investment Management
Massachusetts
$9.04M +$27.3K +339 +0.3%
OGF
354
Orin Green Financial
California
$9.01M +$55.2K +686 +0.6%
HB
355
Horizon Bancorp
Indiana
$8.9M +$1.15M +14,285 +16%
DCM
356
Dimension Capital Management
Florida
$8.89M +$454K +5,644 +6%
HFS
357
Hoge Financial Services
Pennsylvania
$8.83M -$77.8K -967 -0.9%
FCFC
358
First Citizens Financial Corp
Iowa
$8.78M -$210K -2,607 -2%
NL
359
NEPC LLC
Massachusetts
$8.77M
NPT
360
Nixon Peabody Trust
Massachusetts
$8.75M +$22.4K +278 +0.3%
KAH
361
Kathryn A. Hall
$8.75M
ACA
362
Ascension Capital Advisors
Texas
$8.7M +$8.37M +103,990 New
OFS
363
Oldfather Financial Services
Nebraska
$8.65M -$26.6K -330 -0.3%
OIS
364
Okabena Investment Services
Minnesota
$8.64M
CFFNO
365
Common Fund For Nonprofit Organizations
Connecticut
$8.63M +$8.3M +103,172 New
BHBT
366
Burke & Herbert Bank & Trust
Virginia
$8.61M +$289K +3,595 +4%
CWP
367
Corepath Wealth Partners
Arizona
$8.6M +$232K +2,888 +3%
GC
368
Grimes & Company
Massachusetts
$8.58M -$62K -770 -0.7%
FEG
369
Financial Enhancement Group
Indiana
$8.56M +$1.08M +13,418 +13%
FF
370
Fluent Financial
Texas
$8.56M +$259K +3,225 +3%
Credit Agricole
371
Credit Agricole
France
$8.54M -$1.41M -17,472 -15%
CCM
372
Coldstream Capital Management
Washington
$8.47M +$82.7K +1,028 +1%
PAM
373
Panagora Asset Management
Massachusetts
$8.44M +$3.99M +49,648 +97%
TC
374
TownSquare Capital
Utah
$8.4M +$6.15M +76,462 +318%
BBVA
375
Banco Bilbao Vizcaya Argentaria
Spain
$8.39M +$4.55M +56,590 +129%

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.