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iShares MSCI EAFE ETF
EFA

1,855 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: 1,849 → 1,855 (+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
1,855
Holders Change
+6
Holders Change %
+0.32%
% of All Funds
26.63%
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
HCM
601
Hengehold Capital Management
Ohio
$3.51M -$223K -2,773 -6%
AFS
602
Annapolis Financial Services
Maryland
$3.51M – – –
CFP
603
Catalyst Financial Partners
Massachusetts
$3.5M +$160K +1,987 +5%
MIM
604
Macroview Investment Management
Maryland
$3.5M +$234K +2,903 +7%
XF
605
XML Financial
Maryland
$3.49M -$59.3K -737 -2%
SSWM
606
Sheets Smith Wealth Management
North Carolina
$3.45M – – –
BGC
607
Beutel, Goodman & Co
Ontario, Canada
$3.44M +$202K +2,515 +7%
WAS
608
Wealth Advisory Solutions
Indiana
$3.43M -$175K -2,171 -5%
MWM
609
Meridian Wealth Management
Kentucky
$3.42M +$3.29M +40,874 New
KWM
610
Kingsview Wealth Management
Oregon
$3.42M +$145K +1,801 +5%
CWM
611
Concentric Wealth Management
California
$3.41M -$174K -2,165 -5%
LA
612
Lane & Associates
New Jersey
$3.37M +$14.3K +178 +0.4%
SCA
613
STALEY CAPITAL ADVISERS
Pennsylvania
$3.35M – – –
SMA
614
Sage Mountain Advisors
Georgia
$3.32M -$2.82K -35 -0.1%
DWP
615
Daymark Wealth Partners
Ohio
$3.3M +$48.3K +600 +2%
MYIA
616
Mount Yale Investment Advisors
Colorado
$3.3M +$38.5K +479 +1%
BA
617
Bridgewater Advisors
New York
$3.3M -$22.2K -276 -0.7%
LWM
618
Lionsbridge Wealth Management
Florida
$3.29M -$44.8K -557 -1%
CF
619
Centaurus Financial
California
$3.29M +$3.05M +37,943 +2,674%
LC
620
LTG Capital
Massachusetts
$3.29M -$6.2K -77 -0.2%
VC
621
Veracity Capital
Georgia
$3.26M +$8.05K +100 +0.3%
RC
622
Rovin Capital
Arizona
$3.25M +$405K +5,030 +15%
AWM
623
Axxcess Wealth Management
California
$3.25M -$588K -7,302 -16%
CGPCS
624
Capital Group Private Client Services
California
$3.22M +$518K +6,444 +20%
GRP
625
Global Retirement Partners
California
$3.2M -$66.6K -828 -2%
23 24
25
26 27

EFA Hedge Fund Activity: Q3 2024 in Review

1,855 of the 6,965 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.

  • 1,855 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2024, up from 1,849 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.