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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
GFWA
551
Grey Fox Wealth Advisors
Delaware
$3.84M +$345K +4,357 +9%
ML
552
McAdam LLC
Pennsylvania
$3.83M +$61K +770 +2%
OIA
553
OneDigital Investment Advisors
Kansas
$3.82M -$72K -909 -2%
BFS
554
Bradley Foster & Sargent
Connecticut
$3.81M -$84K -1,061 -2%
CW
555
CreativeOne Wealth
Kansas
$3.78M +$308K +3,886 +8%
GAM
556
Gemmer Asset Management
California
$3.76M +$17.5K +221 +0.4%
ACI
557
Alpha Cubed Investments
California
$3.73M +$3.91M +49,394 New
CIAS
558
CFS Investment Advisory Services
New Jersey
$3.72M +$1.48M +18,645 +61%
GAM
559
Gould Asset Management
California
$3.7M +$308K +3,895 +9%
CPBTD
560
Central Pacific Bank - Trust Division
Hawaii
$3.7M -$9.03K -114 -0.2%
IP
561
Investment Partners
Ohio
$3.7M -$33.7K -426 -0.9%
ATFA
562
All Terrain Financial Advisors
Minnesota
$3.7M -$1.14M -14,342 -23%
GJIA
563
Glass Jacobson Investment Advisors
Maryland
$3.67M -$24.2K -305 -0.6%
MKW
564
Mullaney, Keating & Wright
Connecticut
$3.67M -$187K -2,361 -5%
SCA
565
St. Clair Advisors
Ohio
$3.65M +$3.83M +48,312 New
JWA
566
JFS Wealth Advisors
Pennsylvania
$3.65M -$51.9K -655 -1%
EA
567
Efficient Advisors
Ohio
$3.64M +$48.2K +608 +1%
SC
568
Solstein Capital
California
$3.63M
GFP
569
Gryphon Financial Partners
Ohio
$3.62M -$182K -2,303 -5%
SIC
570
Sigma Investment Counselors
Michigan
$3.61M -$13.7K -173 -0.4%
PA
571
PFW Advisors
Georgia
$3.61M +$3.78M +47,761 New
CFS
572
Commonwealth Financial Services
West Virginia
$3.6M -$215K -2,710 -5%
WA
573
Wealth Alliance
New York
$3.59M +$3.76M +47,525 New
CAL
574
Capital Advisors Ltd
Ohio
$3.57M -$82.4K -1,041 -2%
FWA
575
Flagship Wealth Advisors
Massachusetts
$3.57M +$3.74M +47,203 New

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.