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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
Financial Engines Advisors
51
Financial Engines Advisors
California
$119M -$333K -4,204 -0.3%
HighTower Advisors
52
HighTower Advisors
Illinois
$115M +$2.12M +26,744 +2%
Cerity Partners
53
Cerity Partners
New York
$108M -$3.16M -39,889 -3%
ABTD
54
Arvest Bank Trust Division
Oklahoma
$107M -$374K -4,722 -0.3%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$107M -$6.23M -78,654 -5%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$99.8M -$1.25M -15,757 -1%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$88.9M -$923K -11,653 -1%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$87.8M +$26.2M +330,957 +40%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$87.3M -$2.94M -37,069 -3%
WCM Investment Management
60
WCM Investment Management
California
$87M +$89.4M +1,129,041 +5,145%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$84.8M -$1.92M -24,189 -2%
EWA
62
EP Wealth Advisors
California
$81M +$70.8M +894,597 +507%
LW
63
Linscomb Wealth
Texas
$80M -$2.77K -35 -0%
BOTOTLSJU
64
Board of Trustees of The Leland Stanford Junior University
California
$78.5M -$173M -2,179,413 -68%
HNB
65
Huntington National Bank
Ohio
$77.7M
Aristotle Capital Management
66
Aristotle Capital Management
California
$73.9M +$51M +644,548 +194%
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$73.8M +$8.78M +110,925 +13%
BF
68
BOK Financial
Oklahoma
$72M +$684K +8,641 +0.9%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$71.3M +$1.67M +21,115 +2%
GT
70
Glenmede Trust
Pennsylvania
$68.7M -$4.44M -56,059 -6%
GF
71
Greenfield FTC
Nevada
$67.6M +$47.8M +603,330 +208%
WF
72
WoodTrust Financial
Wisconsin
$67.5M +$3.23M +40,759 +5%
TSW
73
Thompson Siegel & Walmsley
Virginia
$65.6M +$65.2M +823,710 +1,852%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$65.4M +$607K +7,666 +0.9%
MIM
75
Miller Investment Management
Pennsylvania
$62.8M -$4.39M -55,457 -6%

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.