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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
AA
801
Alpha Advisors
Virginia
$1.85M +$1.93M +24,413 New
AWM
802
Atticus Wealth Management
Florida
$1.84M +$58.8K +742 +3%
BO
803
Bank OZK
Arkansas
$1.84M -$82K -1,036 -4%
NAS
804
NWF Advisory Services
California
$1.84M +$10.9K +138 +0.6%
BOM
805
Bank of Marin
California
$1.84M +$31K +391 +2%
HWM
806
Horizons Wealth Management
North Carolina
$1.83M -$70K -884 -4%
BONH
807
Bank of New Hampshire
New Hampshire
$1.83M -$48.3K -610 -2%
AAS
808
Ameritas Advisory Services
Nebraska
$1.83M +$172K +2,173 +10%
NCG
809
Newport Capital Group
New Jersey
$1.82M +$75.1K +948 +4%
RFO
810
RiverGlades Family Offices
Florida
$1.82M
BFO
811
Biltmore Family Office
North Carolina
$1.82M -$230K -2,904 -11%
SIC
812
Shoker Investment Counsel
Ohio
$1.81M -$42.7K -539 -2%
BAM
813
Berkshire Asset Management
Pennsylvania
$1.81M
MFC
814
Morris Financial Concepts
South Carolina
$1.8M +$219K +2,763 +13%
DAS
815
Dynamic Advisor Solutions
Arizona
$1.8M -$22.9K -289 -1%
MFA
816
Mayflower Financial Advisors
Massachusetts
$1.8M +$82.7K +1,044 +5%
DWA
817
Dougherty Wealth Advisers
Minnesota
$1.8M
LI
818
LMCG Investments
Massachusetts
$1.79M +$306K +3,859 +19%
UB
819
Umpqua Bank
Oregon
$1.79M
APG
820
Abacus Planning Group
South Carolina
$1.79M +$190K +2,396 +11%
TLFA
821
True Link Financial Advisors
California
$1.77M -$2.85K -36 -0.2%
LJHT
822
Laurie J. Hall Trustee
$1.77M
PTC
823
Private Trust Company
Ohio
$1.77M +$179K +2,256 +11%
MA
824
Mutual Advisors
Nebraska
$1.76M -$1.05M -13,295 -37%
GSIS
825
Global Strategic Investment Solutions
Arizona
$1.75M -$96.5K -1,218 -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.