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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
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$4.12M +$159K +2,012 +4%
SPI
527
Santori & Peters Inc
Pennsylvania
$4.11M +$110K +1,393 +3%
NFC
528
Northeast Financial Consultants
Connecticut
$4.11M +$2.86M +36,060 +197%
ACA
529
Aptus Capital Advisors
Alabama
$4.1M +$1.65M +20,782 +62%
CAG
530
Csenge Advisory Group
Florida
$4.1M +$248K +3,137 +6%
EWM
531
Evermay Wealth Management
Virginia
$4.07M -$382K -4,829 -8%
CGA
532
Crescent Grove Advisors
Illinois
$4.06M
CAAM
533
Cornerstone Advisors Asset Management
Pennsylvania
$4.05M +$158 +2 +0%
AC
534
ASB Consultores
Florida
$4.04M +$51.5K +650 +1%
HCM
535
Highview Capital Management
Illinois
$4.04M +$4.23M +53,371 New
TWM
536
Thrive Wealth Management
Pennsylvania
$4.03M +$1.4M +17,641 +50%
SHWM
537
Smith & Howard Wealth Management
Georgia
$4.02M +$6.02K +76 +0.1%
AEPWM
538
Atlantic Edge Private Wealth Management
Florida
$4.01M +$93.7K +1,183 +2%
CCM
539
Causeway Capital Management
California
$4.01M -$98.7M -1,246,009 -96%
SW
540
Signify Wealth
Missouri
$3.98M +$457K +5,773 +12%
TBT
541
Texas Bank & Trust
Texas
$3.95M +$4.14M +52,234 New
AM
542
AGF Management
Ontario, Canada
$3.93M +$65.3K +825 +2%
EE
543
EWG Elevate
California
$3.91M +$19.6K +247 +0.5%
BBVA
544
Banco Bilbao Vizcaya Argentaria
Spain
$3.9M -$3.86M -48,735 -49%
SCP
545
Shorepoint Capital Partners
Massachusetts
$3.89M +$13.8K +174 +0.3%
FFA
546
Fragasso Financial Advisors
Pennsylvania
$3.88M +$105K +1,321 +3%
CWM
547
Centricity Wealth Management
Ohio
$3.88M +$4.06M +51,264 New
TF
548
Trek Financial
Arizona
$3.87M -$104K -1,318 -3%
BRWA
549
B. Riley Wealth Advisors
Florida
$3.86M -$1.04M -13,141 -20%
AA
550
Alesco Advisors
New York
$3.85M

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.