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iShares MSCI EAFE ETF

1,854 hedge funds and large institutions have $45.6B invested in iShares MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 546 increasing their positions, 715 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 85

7% more funds holding in top 10

Funds holding in top 10: 148159 (+11)

2% more capital invested

Capital invested by funds: $44.5B → $45.6B (+$1.07B)

0% more funds holding

Funds holding: 1,8481,854 (+6)

5.29% less ownership

Funds ownership: 83.41%78.13% (-5.3%)

24% less repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 715

32% less call options, than puts

Call options by funds: $6.3B | Put options by funds: $9.32B

Holders
1,854
Holders Change
+6
Holders Change %
+0.32%
% of All Funds
26.62%
Holding in Top 10
159
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+7.43%
% of All Funds
2.28%
New
120
Increased
546
Reduced
715
Closed
85
Calls
$6.3B
Puts
$9.32B
Net Calls
-$3.02B
Net Calls Change
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$123M +$119M +1,480,164 New
ABTD
52
Arvest Bank Trust Division
Oklahoma
$119M +$115M +1,425,565 New
Baird Financial Group
53
Baird Financial Group
Wisconsin
$112M +$1.78M +22,129 +2%
CCM
54
Causeway Capital Management
California
$109M +$104M +1,289,551 +13,600%
RJA
55
Raymond James & Associates
Florida
$105M -$5.62M -69,854 -5%
HHGA
56
Halbert Hargrove Global Advisors
California
$102M -$22.3M -276,877 -18%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$99.7M -$2.66M -33,113 -3%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$98.5M -$196K -2,433 -0.2%
OMC
59
Old Mission Capital
Illinois
$97.9M +$94.2M +1,171,011 New
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$95.9M -$806K -10,015 -0.9%
LW
61
Linscomb Wealth
Texas
$88.5M -$3.9M -48,481 -4%
HNB
62
Huntington National Bank
Ohio
$85.9M
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$85.1M +$3.46M +42,949 +4%
UFF
64
USA Financial Formulas
Michigan
$81.8M +$78.5M +975,107 +35,177%
GT
65
Glenmede Trust
Pennsylvania
$80.7M -$477K -5,923 -0.6%
WL
66
WIT LLC
District of Columbia
$80.5M +$3.86K +48 +7%
BF
67
BOK Financial
Oklahoma
$78.1M -$170K -2,115 -0.2%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$77M +$1.52M +18,844 +2%
DS
69
DRW Securities
Illinois
$76.6M +$60.8M +755,574 +471%
Capital International Investors
70
Capital International Investors
California
$75.1M +$7.67M +95,372 +12%
MIM
71
Miller Investment Management
Pennsylvania
$74.1M +$4.71M +58,569 +7%
Pathstone Holdings
72
Pathstone Holdings
New Jersey
$72.3M +$398K +4,942 +0.6%
Ensign Peak Advisors
73
Ensign Peak Advisors
Utah
$71.7M
WF
74
WoodTrust Financial
Wisconsin
$71.2M +$3.93M +48,826 +6%
MWM
75
Modern Wealth Management
Kansas
$71.1M +$67.8M +842,161 +10,432%

EFA Hedge Fund Activity: Q3 2024 in Review

1,854 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2024, worth a combined $45.6B — up 2.4% from $44.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new EFA positions and 85 closed out — a net gain of 35 holders — while 546 added to existing stakes and 715 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $152M. The largest seller was BlackRock, cutting an estimated $1.61B.

  • 1,854 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2024, up from 1,848 in Q2 2024.
  • Funds reported $45.6B of iShares MSCI EAFE ETF stock for Q3 2024, up 2.4% quarter-over-quarter.
  • 120 funds opened new iShares MSCI EAFE ETF positions in Q3 2024 and 85 closed out, a net change of +35 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $152M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2024 was BlackRock, an estimated $1.61B sold.

Based on aggregated 13F filings for Q3 2024.