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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
SW
351
SteelPeak Wealth
California
$8.04M -$2.72M -34,284 -24%
DCM
352
Dimension Capital Management
Florida
$8.03M -$3.88K -49 -0%
HB
353
Horizon Bancorp
Indiana
$7.99M -$52K -656 -0.6%
FF
354
Fluent Financial
Texas
$7.94M +$208K +2,629 +3%
BHBT
355
Burke & Herbert Bank & Trust
Virginia
$7.94M +$157K +1,984 +2%
NL
356
NEPC LLC
Massachusetts
$7.93M
SAMT
357
Select Asset Management & Trust
Pennsylvania
$7.92M -$1.92M -24,196 -19%
OFS
358
Oldfather Financial Services
Nebraska
$7.89M +$77.5K +979 +0.9%
NPT
359
Nixon Peabody Trust
Massachusetts
$7.89M -$27.8K -351 -0.3%
CCM
360
Coldstream Capital Management
Washington
$7.78M +$123K +1,552 +2%
QCM
361
QRG Capital Management
Illinois
$7.75M +$1.38M +17,485 +21%
Credit Agricole
362
Credit Agricole
France
$7.58M -$148K -1,864 -2%
PWA
363
Provenance Wealth Advisors
Florida
$7.55M +$4.93M +62,225 +166%
BFPW
364
BOK Financial Private Wealth
Colorado
$7.46M -$8.24K -104 -0.1%
GC
365
Grimes & Company
Massachusetts
$7.46M -$309K -3,899 -4%
FEG
366
Fund Evaluation Group
Ohio
$7.46M -$6.34K -80 -0.1%
FAN
367
Financial Advisors Network
California
$7.42M +$7.77M +98,111 New
FFM
368
Fullerton Fund Management
Singapore
$7.38M
OIS
369
Okabena Investment Services
Minnesota
$7.34M -$492K -6,207 -6%
WIC
370
Whitegate Investment Counselors
New Hampshire
$7.34M -$158 -2 -0%
FCBT
371
First Citizens Bank & Trust
North Carolina
$7.33M +$3.56M +44,916 +86%
BF
372
Blankinship & Foster
California
$7.31M -$236K -2,981 -3%
FCFC
373
First Citizens Financial Corp
Iowa
$7.27M -$700K -8,841 -8%
SFMG
374
Sage Financial Management Group
Virginia
$7.25M -$20.9K -264 -0.3%
IBOK
375
Independence Bank of Kentucky
Kentucky
$7.25M +$1.4M +17,628 +23%

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.