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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
WA
726
WBH Advisory
Maryland
$2.2M -$99.2K -1,252 -4%
RIS
727
Retirement Income Solutions
Michigan
$2.2M -$144K -1,813 -6%
WC
728
Woodstock Corp
Massachusetts
$2.19M -$23.8K -300 -1%
BBA
729
BLB&B Advisors
Pennsylvania
$2.19M +$29.5K +373 +1%
BWA
730
Bordeaux Wealth Advisors
California
$2.19M -$63.2K -798 -3%
Canada Life
731
Canada Life
Manitoba, Canada
$2.19M -$152K -1,918 -6%
TC
732
TownSquare Capital
Utah
$2.18M -$5.67M -71,642 -71%
NRC
733
New Republic Capital
North Carolina
$2.16M -$2.96M -37,373 -57%
CFS
734
Coordinated Financial Services
Colorado
$2.16M +$2.26M +28,540 New
GL
735
Graypoint LLC
New York
$2.13M +$216K +2,724 +11%
KF
736
Krilogy Financial
Missouri
$2.12M +$9.35K +118 +0.4%
MFG
737
Merit Financial Group
Georgia
$2.12M +$782K +9,868 +54%
SWP
738
Sagespring Wealth Partners
Tennessee
$2.1M +$2.2M +27,802 New
WW
739
Westshore Wealth
California
$2.1M +$28.7K +363 +1%
BHWM
740
Bar Harbor Wealth Management
New Hampshire
$2.09M +$41.6K +525 +2%
PFA
741
Pinnacle Family Advisors
Missouri
$2.08M -$21.1K -266 -1%
BWM
742
BigSur Wealth Management
Florida
$2.07M
SHIM
743
Stone House Investment Management
Pennsylvania
$2.06M -$120K -1,518 -5%
BB
744
Busey Bank
Illinois
$2.06M -$3.8K -48 -0.2%
WPC
745
White Pine Capital
Minnesota
$2.06M -$240K -3,030 -10%
DP
746
Denver PWM
Colorado
$2.05M +$29.7K +375 +1%
SWA
747
SOA Wealth Advisors
New York
$2.05M +$192K +2,421 +10%
LWM
748
Lionsbridge Wealth Management
Florida
$2.04M -$978K -12,346 -31%
HHGA
749
Halbert Hargrove Global Advisors
California
$2.04M -$94.5M -1,192,876 -98%
EAMA
750
EFG Asset Management (Americas)
Florida
$2.04M +$10.7K +135 +0.5%

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.