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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
CFA
851
Cahill Financial Advisors
Minnesota
$1.62M -$14.7K -185 -0.9%
YIH
852
Y-Intercept (HK)
Hong Kong
$1.62M +$1.7M +21,404 New
ST
853
Smithfield Trust
Pennsylvania
$1.62M +$15.2K +192 +0.9%
ZIM
854
Zacks Investment Management
Illinois
$1.61M +$1.21M +15,219 +250%
CTFG
855
Capstone Triton Financial Group
Oklahoma
$1.61M +$18.5K +234 +1%
HSWM
856
Hubbell Strickland Wealth Management
Louisiana
$1.61M -$13.1K -166 -0.8%
SWA
857
Stratos Wealth Advisors
Ohio
$1.61M -$4.8M -60,590 -74%
EIP
858
Ellis Investment Partners
Pennsylvania
$1.6M +$15K +190 +0.9%
TCM
859
Twele Capital Management
Minnesota
$1.6M +$3.56K +45 +0.2%
EAM
860
Eukles Asset Management
Ohio
$1.6M -$91.2K -1,152 -5%
CI
861
CX Institutional
Indiana
$1.59M +$8.95K +113 +0.5%
NFP
862
Narus Financial Partners
Utah
$1.59M +$416K +5,253 +33%
GP
863
Greenline Partners
New York
$1.59M
CCA
864
Criterion Capital Advisors
Tennessee
$1.59M
OPWM
865
Oakwell Private Wealth Management
Texas
$1.59M
AIM
866
Athena Investment Management
California
$1.58M
FG
867
Fairman Group
Pennsylvania
$1.57M +$22.9K +289 +1%
FFW
868
Fusion Family Wealth
New York
$1.57M +$1.82K +23 +0.1%
TSS
869
Two Sigma Securities
New York
$1.57M -$6.94M -87,575 -81%
WTB
870
Washington Trust Bank
Washington
$1.57M +$14.7K +186 +0.9%
GIM
871
Goelzer Investment Management
Indiana
$1.56M -$4.83K -61 -0.3%
JIC
872
Joel Isaacson & Co
New York
$1.56M +$40.5K +511 +3%
SC
873
Steph & Co
Wisconsin
$1.55M -$222K -2,809 -12%
VC
874
Veracity Capital
Georgia
$1.55M -$1.47M -18,540 -48%
DTC
875
Davidson Trust Company
Washington
$1.54M

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.