We are live on ! Find out more
EFA icon

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
National Bank of Canada
376
National Bank of Canada
Quebec, Canada
$7.25M -$50.8M -641,539 -87%
PGWM
377
Parisi Gray Wealth Management
New Jersey
$7.22M -$86K -1,086 -1%
4FG
378
4Thought Financial Group
New York
$7.21M +$800K +10,097 +12%
AFG
379
Atomi Financial Group
New York
$7.19M +$1.82M +22,921 +32%
BFG
380
Bleakley Financial Group
New Jersey
$7.16M +$241K +3,043 +3%
CA
381
Capital Advantage
California
$7.08M +$2.76M +34,845 +59%
LFWA
382
LBJ Family Wealth Advisors
Texas
$7.05M +$36.4K +459 +0.5%
RA
383
Resolute Advisors
California
$7.04M +$25.2K +318 +0.3%
VVP
384
Venture Visionary Partners
Ohio
$7.04M -$23.4K -295 -0.3%
HH
385
Hilltop Holdings
Texas
$7.03M +$609K +7,696 +9%
BOJHT
386
Bank of Jackson Hole Trust
Wyoming
$7.03M +$7.36M +92,957 New
WCWM
387
Wooster Corthell Wealth Management
Connecticut
$7.03M -$195K -2,465 -3%
FNT
388
First National Trust
Pennsylvania
$7.02M +$50.1K +632 +0.7%
FMWA
389
Forvis Mazars Wealth Advisors
Missouri
$7.02M -$499K -6,297 -6%
ECG
390
Edge Capital Group
Georgia
$6.96M +$1.01M +12,806 +16%
AWE
391
Avidian Wealth Enterprises
Texas
$6.89M -$108K -1,364 -1%
IF
392
Ironwood Financial
Arizona
$6.88M -$258K -3,253 -3%
BAM
393
Belpointe Asset Management
Nevada
$6.83M -$397K -5,010 -6%
PGWM
394
Pitti Group Wealth Management
New York
$6.82M +$237K +2,990 +3%
PIA
395
Powell Investment Advisors
Florida
$6.8M -$13.1K -166 -0.2%
PVI
396
Pine Valley Investments
New Jersey
$6.8M -$194K -2,452 -3%
MCWS
397
McKinley Carter Wealth Services
West Virginia
$6.71M +$1.56M +19,736 +29%
SDWMA
398
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.7M +$100K +1,266 +1%
RWP
399
RWA Wealth Partners
Massachusetts
$6.68M -$69.4K -876 -1%
MAS
400
Madden Advisory Services
Florida
$6.67M -$28.9K -365 -0.4%

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.