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iShares MSCI EAFE ETF
EFA

1,854 hedge funds and large institutions have $45.6B invested in iShares MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 546 increasing their positions, 715 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 85

7% more funds holding in top 10

Funds holding in top 10: 148 → 159 (+11)

2% more capital invested

Capital invested by funds: $44.5B → $45.6B (+$1.07B)

0% more funds holding

Funds holding: 1,848 → 1,854 (+6)

5.29% less ownership

Funds ownership: 83.41% → 78.13% (-5.3%)

24% less repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 715

32% less call options, than puts

Call options by funds: $6.3B | Put options by funds: $9.32B

Holders
1,854
Holders Change
+6
Holders Change %
+0.32%
% of All Funds
26.62%
Holding in Top 10
159
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+7.43%
% of All Funds
2.28%
New
120
Increased
546
Reduced
715
Closed
85
Calls
$6.3B
Puts
$9.32B
Net Calls
-$3.02B
Net Calls Change
+$43.7M

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$152M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$145M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$139M
4
HMH
Hackensack Meridian Health
New Jersey
+$123M
5
Cerity Partners
Cerity Partners
New York
+$119M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$296M
3
JP Morgan Chase
JP Morgan Chase
New York
-$290M
4
SP
Stairway Partners
Illinois
-$209M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$118M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Asset Management
26
CIBC Asset Management
Ontario, Canada
$240M +$13.2M +164,652 +6%
SHGA
27
Sand Hill Global Advisors
California
$228M +$2.79M +34,650 +1%
RFC
28
Regions Financial Corp
Alabama
$206M -$5.74M -71,343 -3%
Ameriprise
29
Ameriprise
Minnesota
$192M +$2.33M +28,944 +1%
BPWM
30
Badgley Phelps Wealth Managers
Washington
$192M +$1.61M +19,990 +0.9%
HMH
31
Hackensack Meridian Health
New Jersey
$192M +$123M +1,530,000 +201%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$184M +$14.7M +182,450 +9%
HCC
33
Hirtle Callaghan & Co
Pennsylvania
$173M -$2.98M -37,055 -2%
Squarepoint
34
Squarepoint
New York
$173M -$17.8M -220,959 -10%
Creative Planning
35
Creative Planning
Kansas
$170M -$2.4M -29,841 -1%
Mackenzie Financial
36
Mackenzie Financial
Ontario, Canada
$168M -$1.65M -20,562 -1%
M&T Bank
37
M&T Bank
New York
$167M -$4.59M -57,015 -3%
Prudential Financial
38
Prudential Financial
New Jersey
$153M -$12.7M -158,341 -8%
Comerica Bank
39
Comerica Bank
Texas
$152M +$9.17M +113,953 +7%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$148M -$1.29M -16,018 -0.9%
Corient Private Wealth
41
Corient Private Wealth
Florida
$148M +$3.85M +47,857 +3%
Stifel Financial
42
Stifel Financial
Missouri
$143M -$13.5M -168,186 -9%
KeyBank National Association
43
KeyBank National Association
Ohio
$140M -$3.93M -48,787 -3%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$134M -$118M -1,466,583 -48%
Financial Engines Advisors
45
Financial Engines Advisors
California
$131M -$6.86M -85,250 -5%
CFB
46
Cullen/Frost Bankers
Texas
$128M +$4.06M +50,485 +3%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$126M -$34.9M -433,554 -22%
HighTower Advisors
48
HighTower Advisors
Illinois
$125M +$832K +10,335 +0.7%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$124M -$12.3M -153,239 -9%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$124M +$1.5M +18,600 +1%
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EFA Hedge Fund Activity: Q3 2024 in Review

1,854 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2024, worth a combined $45.6B — up 2.4% from $44.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new EFA positions and 85 closed out — a net gain of 35 holders — while 546 added to existing stakes and 715 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $152M. The largest seller was BlackRock, cutting an estimated $1.61B.

  • 1,854 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2024, up from 1,848 in Q2 2024.
  • Funds reported $45.6B of iShares MSCI EAFE ETF stock for Q3 2024, up 2.4% quarter-over-quarter.
  • 120 funds opened new iShares MSCI EAFE ETF positions in Q3 2024 and 85 closed out, a net change of +35 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $152M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2024 was BlackRock, an estimated $1.61B sold.

Based on aggregated 13F filings for Q3 2024.