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iShares MSCI EAFE ETF
EFA

1,849 hedge funds and large institutions have $44.5B invested in iShares MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 648 increasing their positions, 709 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 96

0% less funds holding

Funds holding: 1,850 → 1,849 (-1)

0.54% less ownership

Funds ownership: 83.95% → 83.41% (-0.54%)

1% less capital invested

Capital invested by funds: $45B → $44.5B (-$424M)

9% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 709

5% less funds holding in top 10

Funds holding in top 10: 156 → 148 (-8)

36% less call options, than puts

Call options by funds: $5.37B | Put options by funds: $8.44B

Holders
1,849
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
26.7%
Holding in Top 10
148
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.13%
% of All Funds
2.14%
New
124
Increased
648
Reduced
709
Closed
96
Calls
$5.37B
Puts
$8.44B
Net Calls
-$3.06B
Net Calls Change
+$744M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$343M
2
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$255M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$173M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$139M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$136M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$313M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$282M
3
JP Morgan Chase
JP Morgan Chase
New York
-$256M
4
Morgan Stanley
Morgan Stanley
New York
-$209M
5
Cerity Partners
Cerity Partners
New York
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
TBWA
676
Three Bridge Wealth Advisors
California
$2.56M +$711K +8,977 +38%
UFAC
677
Urban Financial Advisory Corp
Illinois
$2.55M -$438K -5,525 -14%
OWM
678
Orgel Wealth Management
Wisconsin
$2.54M +$2.57M +32,473 New
MCM
679
Manchester Capital Management
Vermont
$2.54M +$509K +6,420 +25%
BCM
680
Boltwood Capital Management
California
$2.53M +$5.94K +75 +0.2%
CSPIA
681
Cary Street Partners Investment Advisory
Virginia
$2.53M +$218K +2,749 +9%
CGPCS
682
Capital Group Private Client Services
California
$2.52M +$74K +934 +3%
CB
683
Community Bank
New York
$2.51M -$54.7K -690 -2%
AQR Capital Management
684
AQR Capital Management
Connecticut
$2.5M +$1.32M +16,606 +108%
RIA
685
Richwood Investment Advisors
Ohio
$2.49M -$68K -858 -3%
SIS
686
Sound Income Strategies
Florida
$2.48M +$2.5M +31,534 +16,510%
UL
687
Unionview LLC
Washington
$2.48M +$111K +1,405 +5%
NIM
688
Nexus Investment Management
Ontario, Canada
$2.47M – – –
MAM
689
Marquette Asset Management
Minnesota
$2.46M -$234K -2,957 -9%
HHWM
690
Hiley Hunt Wealth Management
Nebraska
$2.46M -$25.7K -325 -1%
FI
691
Financial Insights
Washington
$2.46M +$111K +1,398 +5%
SWP
692
Stratos Wealth Partners
Ohio
$2.45M -$246K -3,106 -9%
AL
693
ACAS LLC
California
$2.44M -$157K -1,988 -6%
WHCFA
694
William Howard & Co Financial Advisors
Tennessee
$2.43M -$37.9K -478 -2%
FCP
695
Fidelis Capital Partners
Florida
$2.43M +$121K +1,530 +5%
LSA
696
Lion Street Advisors
Texas
$2.43M -$90.1K -1,138 -4%
CIAS
697
CFS Investment Advisory Services
New Jersey
$2.39M +$2.42M +30,522 New
RIS
698
Retirement Income Solutions
Michigan
$2.39M -$715K -9,029 -23%
WPC
699
White Pine Capital
Minnesota
$2.37M +$20.6K +260 +0.9%
BWA
700
Bordeaux Wealth Advisors
California
$2.36M +$1.71M +21,529 +249%
26 27
28
29 30

EFA Hedge Fund Activity: Q2 2024 in Review

1,849 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2024, worth a combined $44.5B — down 0.94% from $45B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EFA positions and 96 closed out — a net gain of 28 holders — while 648 added to existing stakes and 709 trimmed.

The largest buyer was BlackRock, adding an estimated $343M. The largest seller was Citigroup, cutting an estimated $313M.

  • 1,849 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2024, down from 1,850 in Q1 2024.
  • Funds reported $44.5B of iShares MSCI EAFE ETF stock for Q2 2024, down 0.94% quarter-over-quarter.
  • 124 funds opened new iShares MSCI EAFE ETF positions in Q2 2024 and 96 closed out, a net change of +28 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q2 2024 was BlackRock, an estimated $343M added.
  • The largest iShares MSCI EAFE ETF seller in Q2 2024 was Citigroup, an estimated $313M sold.

Based on aggregated 13F filings for Q2 2024.