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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
CIA
401
Concurrent Investment Advisors
Florida
$6.64M -$9.9M -124,945 -59%
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$6.61M +$417K +5,264 +6%
FWMP
403
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$6.4M +$6.7M +84,653 New
UCFA
404
United Capital Financial Advisors
Texas
$6.39M +$376K +4,746 +6%
TAM
405
Titleist Asset Management
Texas
$6.39M +$830K +10,481 +14%
EFL
406
ERn Financial LLC
Wisconsin
$6.37M +$532K +6,717 +9%
SSB
407
Sandy Spring Bank
Maryland
$6.36M +$774K +9,772 +13%
CPIG
408
Chicago Partners Investment Group
Illinois
$6.33M -$49.8K -629 -0.8%
PAS
409
Park Avenue Securities
New York
$6.25M -$9.99M -126,204 -60%
GBT
410
Grove Bank & Trust
Florida
$6.25M +$389K +4,908 +6%
SAM
411
Summit Asset Management
Tennessee
$6.24M +$5.43M +68,615 +492%
Chevy Chase Trust
412
Chevy Chase Trust
Maryland
$6.23M +$165K +2,089 +3%
ATC
413
Argent Trust Co
Tennessee
$6.16M -$735K -9,277 -10%
PFA
414
Pathway Financial Advisors
Vermont
$6.16M +$416K +5,255 +7%
FWTB
415
First Western Trust Bank
Colorado
$6.12M +$44.7K +565 +0.7%
PWPS
416
Pinnacle Wealth Planning Services
Ohio
$6.08M +$2.4M +30,298 +60%
IWM
417
IHT Wealth Management
Illinois
$6.06M -$4.1M -51,729 -39%
RhumbLine Advisers
418
RhumbLine Advisers
Massachusetts
$6.05M +$1.28M +16,167 +25%
Parallax Volatility Advisers
419
Parallax Volatility Advisers
California
$6.05M +$6.34M +80,002 New
Invesco
420
Invesco
Georgia
$6.02M +$5.79M +73,145 +1,136%
BA
421
Bristlecone Advisors
Washington
$6.01M -$195K -2,457 -3%
TFO
422
Tarbox Family Office
California
$5.99M -$5.7K -72 -0.1%
SCA
423
Snowden Capital Advisors
New York
$5.96M +$413K +5,220 +7%
GEA
424
Glen Eagle Advisors
New Jersey
$5.92M +$340K +4,287 +6%
Lido Advisors
425
Lido Advisors
California
$5.88M +$70K +884 +1%

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.