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iShares MSCI EAFE ETF
EFA

1,855 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: 148 → 159 (+11)

2% more capital invested

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

0% more funds holding

Funds holding: 1,849 → 1,855 (+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
1,855
Holders Change
+6
Holders Change %
+0.32%
% of All Funds
26.63%
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

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$152M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$145M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$139M
4
HMH
Hackensack Meridian Health
New Jersey
+$123M
5
Cerity Partners
Cerity Partners
New York
+$119M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$296M
3
JP Morgan Chase
JP Morgan Chase
New York
-$290M
4
SP
Stairway Partners
Illinois
-$209M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$118M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
876
River Wealth Advisors
Pennsylvania
$1.65M -$291K -3,615 -15%
PIA
877
Perennial Investment Advisors
California
$1.64M -$12.7K -158 -0.8%
PMG
878
ProVise Management Group
Florida
$1.63M -$161 -2 -0%
PCMC
879
Private Capital Management (Colorado)
Colorado
$1.63M -$20.1K -250 -1%
FRA
880
Frank Rimerman Advisors
California
$1.63M – – –
SQA
881
Simon Quick Advisors
New Jersey
$1.59M +$75.4K +937 +5%
CCA
882
Criterion Capital Advisors
Tennessee
$1.59M – – –
MFG
883
MidWestOne Financial Group
Iowa
$1.58M -$263K -3,270 -15%
EWA
884
Exencial Wealth Advisors
Oklahoma
$1.58M +$80.9K +1,005 +6%
LOPW
885
Live Oak Private Wealth
North Carolina
$1.57M – – –
TVAMP
886
Tennessee Valley Asset Management Partners
Tennessee
$1.57M – – –
CCA
887
Cobblestone Capital Advisors
New York
$1.56M +$17.7K +220 +1%
OFS
888
Orrstown Financial Services
Pennsylvania
$1.55M +$103K +1,284 +7%
RIA
889
Regal Investment Advisors
Michigan
$1.55M +$121K +1,501 +9%
ITIM
890
Indiana Trust & Investment Management
Indiana
$1.55M -$9.01K -112 -0.6%
PWLP
891
Prio Wealth Limited Partnership
Massachusetts
$1.54M – – –
WDL
892
Well Done LLC
Michigan
$1.54M +$9.65K +120 +0.7%
FB
893
First Bancorp
Maine
$1.54M -$4.02K -50 -0.3%
CCT
894
Chemung Canal Trust
New York
$1.53M +$1.93K +24 +0.1%
CW
895
CIC Wealth
Maryland
$1.53M +$7.24K +90 +0.5%
NFC
896
Northeast Financial Consultants
Connecticut
$1.53M – – –
MFG
897
Merit Financial Group
Georgia
$1.52M -$286K -3,554 -16%
TIAAOA
898
Teachers Insurance & Annuity Association of America
New York
$1.52M +$1.46M +18,147 New
CSWM
899
Cassady Schiller Wealth Management
Ohio
$1.52M – – –
SFA
900
Sequoia Financial Advisors
Ohio
$1.51M +$102K +1,268 +8%
34 35
36
37 38

EFA Hedge Fund Activity: Q3 2024 in Review

1,855 of the 6,965 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.

  • 1,855 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2024, up from 1,849 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.