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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
RPGK
626
Retirement Planning Group (Kansas)
Kansas
$2.91M -$2.54M -32,117 -45%
FLP
627
Financial Life Planners
Arizona
$2.89M +$3.03M +38,258 New
IAA
628
Independent Advisor Alliance
North Carolina
$2.89M +$3.03M +38,229 New
PWW
629
Pettyjohn Wood & White
Virginia
$2.88M
CCFCSB
630
Cape Cod Five Cents Savings Bank
Massachusetts
$2.86M
IMC Chicago
631
IMC Chicago
Illinois
$2.86M +$2.01M +25,332 +202%
SFA
632
Salus Financial Advisors
Colorado
$2.84M +$2.98M +37,609 New
PAM
633
Palisade Asset Management
Minnesota
$2.84M -$19.4K -245 -0.6%
EWM
634
Endowment Wealth Management
Wisconsin
$2.83M -$884K -11,167 -23%
DWM
635
Defined Wealth Management
Oregon
$2.82M -$14.8K -187 -0.5%
AFA
636
American Financial Advisors
Georgia
$2.81M -$30.6K -386 -1%
RCAG
637
Rehmann Capital Advisory Group
Michigan
$2.81M +$31.9K +403 +1%
NL
638
NWAM LLC
Washington
$2.81M -$60.6K -765 -2%
FNBOO
639
First National Bank of Omaha
Nebraska
$2.8M +$593K +7,491 +25%
SC
640
Schoolcraft Capital
Colorado
$2.78M -$10.4K -131 -0.4%
AIM
641
Arcadia Investment Management
Michigan
$2.78M -$15.8K -200 -0.5%
BAS
642
Breakthru Advisory Services
Wisconsin
$2.78M +$2.91M +36,718 New
PA
643
Pinnacle Associates
New York
$2.77M -$998K -12,598 -26%
PFA
644
Pettinga Financial Advisors
Indiana
$2.76M -$43.6K -550 -1%
AA
645
Ashford Advisors
New York
$2.76M -$4.91K -62 -0.2%
GLLW
646
Graves Light Lenhart Wealth
Virginia
$2.76M -$26.6K -336 -0.9%
Citadel Advisors
647
Citadel Advisors
Florida
$2.73M -$883K -11,145 -24%
DL
648
DOHJ LLC
Washington
$2.73M +$469K +5,926 +20%
CFMC
649
Curbstone Financial Management Corp
New Hampshire
$2.73M -$7.92K -100 -0.3%
DFA
650
DHK Financial Advisors
New Hampshire
$2.71M -$94.5K -1,193 -3%

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.