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
BI
426
Bolthouse Investments
California
$5.88M +$6.15M +77,713 New
IAS
427
IMA Advisory Services
Colorado
$5.87M +$6.15M +77,601 New
CT
428
Coastline Trust
Rhode Island
$5.85M -$239K -3,020 -4%
CM
429
Castleark Management
Illinois
$5.81M
CIA
430
Caerus Investment Advisors
Texas
$5.78M -$20.3K -256 -0.3%
NB
431
NBT Bank
New York
$5.77M -$15.4K -194 -0.3%
GVAG
432
Great Valley Advisor Group
Delaware
$5.76M +$23.1K +292 +0.4%
LCM
433
LCM Capital Management
Illinois
$5.76M -$187K -2,363 -3%
ATWA
434
Arbor Trust Wealth Advisors
Michigan
$5.75M +$367K +4,640 +7%
LHC
435
Little House Capital
Massachusetts
$5.74M -$24.5K -309 -0.4%
SA
436
Sincerus Advisory
New York
$5.74M +$6.01M +75,906 New
BHIA
437
Birch Hill Investment Advisors
Massachusetts
$5.74M +$4.59K +58 +0.1%
CPA
438
Cardiff Park Advisors
California
$5.74M +$24.9K +315 +0.4%
BFG
439
Baron Financial Group
New Jersey
$5.71M +$212K +2,681 +4%
CWM
440
Chesapeake Wealth Management
Virginia
$5.71M +$14.8K +187 +0.2%
FFB
441
First Financial Bankshares
Texas
$5.7M -$111K -1,405 -2%
MMHP
442
Murphy Middleton Hinkle & Parker
Georgia
$5.69M +$26.8K +339 +0.5%
AWA
443
Aaron Wealth Advisors
Illinois
$5.67M +$10.8K +136 +0.2%
TC
444
TAP Consulting
Missouri
$5.59M +$473K +5,978 +9%
HIA
445
Harbor Investment Advisory
Maryland
$5.59M +$79 +1 +0%
Bessemer Group
446
Bessemer Group
New Jersey
$5.58M -$283K -3,572 -5%
TFF
447
The Family Firm
Maryland
$5.58M +$380K +4,793 +3%
PCMC
448
Paragon Capital Management (Colorado)
Colorado
$5.55M +$423K +5,343 +8%
BFM
449
Boston Financial Management
Massachusetts
$5.54M -$93.5K -1,181 -2%
SEI Investments
450
SEI Investments
Pennsylvania
$5.5M +$48.9K +617 +0.9%

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.