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iShares MSCI EAFE ETF

1,849 hedge funds and large institutions have $44.5B invested in iShares MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 648 increasing their positions, 709 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 96

0% less funds holding

Funds holding: 1,8501,849 (-1)

0.54% less ownership

Funds ownership: 83.95%83.41% (-0.54%)

1% less capital invested

Capital invested by funds: $45B → $44.5B (-$424M)

9% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 709

5% less funds holding in top 10

Funds holding in top 10: 156148 (-8)

36% less call options, than puts

Call options by funds: $5.37B | Put options by funds: $8.44B

Holders
1,849
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
26.7%
Holding in Top 10
148
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.13%
% of All Funds
2.14%
New
124
Increased
648
Reduced
709
Closed
96
Calls
$5.37B
Puts
$8.44B
Net Calls
-$3.06B
Net Calls Change
+$744M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$234M -$6.79M -85,705 -3%
SP
27
Stairway Partners
Illinois
$229M +$4.35M +54,895 +2%
CIBC Asset Management
28
CIBC Asset Management
Ontario, Canada
$212M +$5.37M +67,824 +3%
SHGA
29
Sand Hill Global Advisors
California
$211M -$1.23M -15,576 -0.6%
RFC
30
Regions Financial Corp
Alabama
$198M -$1.26M -15,847 -0.6%
Squarepoint
31
Squarepoint
New York
$179M +$116M +1,469,234 +180%
BPWM
32
Badgley Phelps Wealth Managers
Washington
$178M -$459K -5,795 -0.3%
Ameriprise
33
Ameriprise
Minnesota
$178M +$28.2M +355,785 +19%
HCC
34
Hirtle Callaghan & Co
Pennsylvania
$165M -$1.19M -15,020 -0.7%
Creative Planning
35
Creative Planning
Kansas
$163M -$2.16M -27,326 -1%
M&T Bank
36
M&T Bank
New York
$161M -$2.14M -27,071 -1%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$159M -$9.47M -119,594 -6%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$158M +$11.7M +147,144 +8%
Prudential Financial
39
Prudential Financial
New Jersey
$156M -$3.09M -38,955 -2%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$152M +$136M +1,711,236 +765%
Stifel Financial
41
Stifel Financial
Missouri
$147M -$6.03M -76,135 -4%
Corient Private Wealth
42
Corient Private Wealth
Florida
$145M -$348K -4,393 -0.2%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$140M -$4.61M -58,225 -3%
KeyBank National Association
44
KeyBank National Association
Ohio
$135M -$5.07M -63,977 -4%
Comerica Bank
45
Comerica Bank
Texas
$133M -$1.7M -21,505 -1%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$131M -$45.7M -576,290 -26%
Financial Engines Advisors
47
Financial Engines Advisors
California
$130M -$825K -10,411 -0.6%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$129M -$5.43M -68,554 -4%
HHGA
49
Halbert Hargrove Global Advisors
California
$117M +$1.33M +16,746 +1%
HighTower Advisors
50
HighTower Advisors
Illinois
$116M +$1.5M +18,914 +1%

EFA Hedge Fund Activity: Q2 2024 in Review

1,849 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2024, worth a combined $44.5B — down 0.94% from $45B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EFA positions and 96 closed out — a net gain of 28 holders — while 648 added to existing stakes and 709 trimmed.

The largest buyer was BlackRock, adding an estimated $343M. The largest seller was Citigroup, cutting an estimated $313M.

  • 1,849 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2024, down from 1,850 in Q1 2024.
  • Funds reported $44.5B of iShares MSCI EAFE ETF stock for Q2 2024, down 0.94% quarter-over-quarter.
  • 124 funds opened new iShares MSCI EAFE ETF positions in Q2 2024 and 96 closed out, a net change of +28 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q2 2024 was BlackRock, an estimated $343M added.
  • The largest iShares MSCI EAFE ETF seller in Q2 2024 was Citigroup, an estimated $313M sold.

Based on aggregated 13F filings for Q2 2024.