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iShares MSCI EAFE ETF
EFA

1,850 hedge funds and large institutions have $45B invested in iShares MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 483 increasing their positions, 825 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 110

5% more capital invested

Capital invested by funds: $42.7B → $45B (+$2.25B)

0.88% more ownership

Funds ownership: 83.07% → 83.95% (+0.88%)

1% less funds holding

Funds holding: 1,863 → 1,850 (-13)

4% less funds holding in top 10

Funds holding in top 10: 163 → 156 (-7)

41% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 825

42% less call options, than puts

Call options by funds: $5.36B | Put options by funds: $9.17B

Holders
1,850
Holders Change
-13
Holders Change %
-0.7%
% of All Funds
26.65%
Holding in Top 10
156
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.29%
% of All Funds
2.25%
New
123
Increased
483
Reduced
825
Closed
110
Calls
$5.36B
Puts
$9.17B
Net Calls
-$3.81B
Net Calls Change
-$2.34B

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.2B
2
JP Morgan Chase
JP Morgan Chase
New York
+$315M
3
Citigroup
Citigroup
New York
+$299M
4
Bank of America
Bank of America
North Carolina
+$221M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$103M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.56B
2
Goldman Sachs
Goldman Sachs
New York
-$256M
3
SG Americas Securities
SG Americas Securities
New York
-$237M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$200M
5
JHU
Johns Hopkins University
Maryland
-$138M
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
26
Stairway Partners
Illinois
$229M +$29.1M +380,555 +15%
SHGA
27
Sand Hill Global Advisors
California
$216M +$1.69M +22,075 +0.8%
CIBC Asset Management
28
CIBC Asset Management
Ontario, Canada
$211M -$5.23M -68,325 -3%
RFC
29
Regions Financial Corp
Alabama
$203M -$2.2M -28,828 -1%
BPWM
30
Badgley Phelps Wealth Managers
Washington
$182M +$3.37M +44,034 +2%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$180M +$60.1M +785,284 +53%
AT
32
Arvest Trust
Oklahoma
$174M -$7.95M -103,929 -5%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$171M -$29.8M -389,749 -15%
HCC
34
Hirtle Callaghan & Co
Pennsylvania
$169M -$3.61M -47,192 -2%
Creative Planning
35
Creative Planning
Kansas
$168M -$2.29M -29,999 -1%
M&T Bank
36
M&T Bank
New York
$167M -$5.98M -78,158 -4%
Prudential Financial
37
Prudential Financial
New Jersey
$162M +$2.58M +33,717 +2%
Stifel Financial
38
Stifel Financial
Missouri
$156M -$16.7M -218,149 -10%
Ameriprise
39
Ameriprise
Minnesota
$153M -$19.6M -256,839 -12%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$149M -$2.56M -33,470 -2%
Corient Private Wealth
41
Corient Private Wealth
Florida
$148M +$108K +1,408 +0.1%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$148M -$5.46M -71,432 -4%
Bank of Nova Scotia
43
Bank of Nova Scotia
Ontario, Canada
$144M +$32.4M +423,680 +31%
KeyBank National Association
44
KeyBank National Association
Ohio
$143M -$3.38M -44,181 -2%
Comerica Bank
45
Comerica Bank
Texas
$138M -$7.61M -99,528 -5%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$137M -$1.78M -23,257 -1%
Financial Engines Advisors
47
Financial Engines Advisors
California
$133M -$2.14M -27,997 -2%
CFB
48
Cullen/Frost Bankers
Texas
$119M -$2.01M -26,304 -2%
HHGA
49
Halbert Hargrove Global Advisors
California
$118M +$1.22M +15,900 +1%
HighTower Advisors
50
HighTower Advisors
Illinois
$117M -$26.7M -348,627 -19%
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EFA Hedge Fund Activity: Q1 2024 in Review

1,850 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q1 2024, worth a combined $45B — up 5.3% from $42.7B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EFA positions and 110 closed out — a net gain of 13 holders — while 483 added to existing stakes and 825 trimmed.

The largest buyer was BlackRock, adding an estimated $2.2B. The largest seller was Morgan Stanley, cutting an estimated $1.56B.

  • 1,850 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q1 2024, down from 1,863 in Q4 2023.
  • Funds reported $45B of iShares MSCI EAFE ETF stock for Q1 2024, up 5.3% quarter-over-quarter.
  • 123 funds opened new iShares MSCI EAFE ETF positions in Q1 2024 and 110 closed out, a net change of +13 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q1 2024 was BlackRock, an estimated $2.2B added.
  • The largest iShares MSCI EAFE ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.56B sold.

Based on aggregated 13F filings for Q1 2024.