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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
MBFW
651
Morton Brown Family Wealth
Pennsylvania
$2.7M -$164K -2,076 -5%
FWP
652
FAS Wealth Partners
Kansas
$2.69M -$7.29K -92 -0.3%
IWMA
653
Ironwood Wealth Management (Arizona)
Arizona
$2.67M +$128K +1,612 +5%
EAM
654
Evanson Asset Management
California
$2.66M -$59.1K -746 -2%
JE
655
JMAC Enterprises
Pennsylvania
$2.64M -$14.3K -181 -0.5%
LT
656
Legacy Trust
Michigan
$2.64M +$416K +5,259 +18%
NCM
657
Neumann Capital Management
California
$2.64M +$15.3K +193 +0.6%
TCBWMS
658
Texas Capital Bank Wealth Management Services
Texas
$2.63M -$10.5K -133 -0.4%
AGC
659
Aspen Grove Capital
Colorado
$2.63M +$1.99M +25,171 +262%
FCP
660
Fidelis Capital Partners
Florida
$2.63M +$133K +1,680 +5%
TFA
661
Tobias Financial Advisors
Florida
$2.62M -$71.1K -898 -3%
USCWA
662
U.S. Capital Wealth Advisors
Texas
$2.62M +$978K +12,352 +55%
HSA
663
HBK Sorce Advisory
Pennsylvania
$2.62M +$18.8K +238 +0.7%
GAM
664
Gotham Asset Management
New York
$2.59M +$512K +6,460 +23%
KA
665
Klingman & Associates
New York
$2.58M -$9.42K -119 -0.3%
RBC
666
Roble Belko & Company
Pennsylvania
$2.58M
CCWA
667
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.58M +$282K +3,557 +12%
SCM
668
Sterling Capital Management
North Carolina
$2.58M -$3.21M -40,513 -54%
RC
669
Rovin Capital
Arizona
$2.57M -$394K -4,972 -13%
PA
670
Probity Advisors
Texas
$2.55M
APC
671
Asset Planning Corporation
Tennessee
$2.54M +$16.6K +209 +0.6%
PIM
672
Penobscot Investment Management
Massachusetts
$2.54M -$152K -1,925 -5%
RIA
673
Richwood Investment Advisors
Ohio
$2.53M +$156K +1,964 +6%
Connor, Clark & Lunn Investment Management (CC&L)
674
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.52M
JSSH
675
J. Safra Sarasin Holding
$2.51M

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.