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iShares MSCI EAFE ETF

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: 1,8501,849 (-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: 156148 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
51
Cullen/Frost Bankers
Texas
$116M -$342K -4,317 -0.3%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$115M +$7.28M +91,919 +7%
AT
53
Arvest Trust
Oklahoma
$114M -$57.6M -727,478 -33%
RJA
54
Raymond James & Associates
Florida
$104M +$3.09M +39,031 +3%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$103M -$3.05M -38,461 -3%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$101M +$102M +1,290,258 New
B
57
Bailard
California
$99.8M -$821K -10,367 -0.8%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$94M -$1.28M -16,122 -1%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$90.6M +$2.38M +30,063 +3%
LW
60
Linscomb Wealth
Texas
$86.7M -$1.94M -24,497 -2%
HNB
61
Huntington National Bank
Ohio
$84.9M
Barclays
62
Barclays
United Kingdom
$79.9M +$33.2M +419,188 +70%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$76.4M +$17.1M +216,428 +29%
GT
64
Glenmede Trust
Pennsylvania
$76M -$197K -2,491 -0.3%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$75.1M +$38.5M +486,633 +103%
BF
66
BOK Financial
Oklahoma
$74.7M -$13.3M -167,425 -15%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$70.7M +$769K +9,706 +1%
AI
68
Accredited Investors
Minnesota
$68.8M -$2.67M -33,715 -4%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$68.3M -$816K -10,298 -1%
Pathstone Holdings
70
Pathstone Holdings
New Jersey
$67.4M +$7.06M +89,147 +12%
Ensign Peak Advisors
71
Ensign Peak Advisors
Utah
$67.2M -$39.8K -502 -0.1%
Millennium Management
72
Millennium Management
New York
$67M +$57.8M +729,917 +583%
ANTB
73
AMG National Trust Bank
Colorado
$66.4M +$4.29M +54,167 +7%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$65.8M +$755K +9,529 +1%
William Blair & Company
75
William Blair & Company
Illinois
$65.2M -$516K -6,510 -0.8%

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.