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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
WWM
601
Western Wealth Management
Colorado
$3.21M +$471K +5,945 +16%
MAM
602
McLean Asset Management
Virginia
$3.19M -$84.9K -1,072 -2%
FIB
603
First Interstate Bank
Montana
$3.19M +$346K +4,371 +12%
OWM
604
Olympus Wealth Management
Utah
$3.18M -$78.6K -992 -2%
MIM
605
Macroview Investment Management
Maryland
$3.17M -$396 -5 -0%
TWC
606
TD Waterhouse Canada
Ontario, Canada
$3.16M -$133K -1,681 -4%
MYIA
607
Mount Yale Investment Advisors
Colorado
$3.15M +$175K +2,211 +6%
SFS
608
Sowell Financial Services
Arkansas
$3.14M +$599K +7,563 +22%
WAS
609
Wealth Advisory Solutions
Indiana
$3.12M +$17.7K +223 +0.5%
SSWM
610
Sheets Smith Wealth Management
North Carolina
$3.12M
JFG
611
JMG Financial Group
Illinois
$3.11M -$434K -5,480 -12%
BGC
612
Beutel, Goodman & Co
Ontario, Canada
$3.1M
HCM
613
Hengehold Capital Management
Ohio
$3.09M -$96.1K -1,213 -3%
N
614
Nuveen
North Carolina
$3.07M +$1.04M +13,112 +48%
1IA
615
1834 Investment Advisors
Wisconsin
$3.07M -$395K -4,984 -11%
CFP
616
Catalyst Financial Partners
Massachusetts
$3.05M -$120K -1,511 -4%
BA
617
Bridgewater Advisors
New York
$3.05M -$34.5K -435 -1%
SCA
618
STALEY CAPITAL ADVISERS
Pennsylvania
$3.02M
GRP
619
Global Retirement Partners
California
$3.01M +$130K +1,645 +4%
DWP
620
Daymark Wealth Partners
Ohio
$3M +$24.6K +311 +0.8%
FPAS
621
Focus Partners Advisor Solutions
Missouri
$2.98M +$412K +5,207 +15%
PP
622
Paloma Partners
Connecticut
$2.97M +$2.43M +30,738 +357%
LC
623
LTG Capital
Massachusetts
$2.94M -$28.3K -357 -0.9%
FTC
624
Farmers Trust Company
Ohio
$2.93M +$226K +2,850 +8%
LWANC
625
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.92M +$199K +2,510 +7%

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.