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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
OPCM
876
Osborne Partners Capital Management
California
$1.54M -$11.9K -150 -0.7%
TCOV
877
Trust Company of Vermont
Vermont
$1.54M +$229K +2,891 +17%
WDL
878
Well Done LLC
Michigan
$1.54M
CIC
879
Carnegie Investment Counsel
Ohio
$1.54M -$59.4K -750 -4%
WGC
880
Watts Gwilliam & Co
Arizona
$1.54M -$164K -2,074 -9%
PPC
881
Park Place Capital
Alabama
$1.53M +$1.34M +16,958 +509%
SPIO
882
Seven Post Investment Office
California
$1.53M -$157K -1,984 -9%
BG
883
Bahl & Gaynor
Ohio
$1.52M -$226K -2,857 -12%
HL
884
Harding Loevner
New Jersey
$1.52M +$1.39M +17,556 +700%
CAL
885
Capital Analysts LLC
Pennsylvania
$1.51M -$984K -12,430 -38%
CWP
886
Curated Wealth Partners
California
$1.5M
PIA
887
Perennial Investment Advisors
California
$1.49M +$1.82K +23 +0.1%
PCMC
888
Private Capital Management (Colorado)
Colorado
$1.48M +$8.71K +110 +0.6%
FRA
889
Frank Rimerman Advisors
California
$1.47M
TFS
890
Thoroughbred Financial Services
Tennessee
$1.46M +$726K +9,163 +90%
MFG
891
MidWestOne Financial Group
Iowa
$1.46M +$29.3K +370 +2%
SW
892
Simplicity Wealth
New Jersey
$1.45M -$4.1M -51,819 -73%
TIM
893
Total Investment Management
Arizona
$1.43M +$1.49M +18,861 New
LOPW
894
Live Oak Private Wealth
North Carolina
$1.42M
TFA
895
Trinity Financial Advisors
Ohio
$1.42M +$183K +2,308 +14%
SQA
896
Simon Quick Advisors
New Jersey
$1.42M -$20.3K -256 -1%
TPM
897
Triasima Portfolio Management
Quebec, Canada
$1.42M -$529K -6,685 -26%
SFA
898
Sequoia Financial Advisors
Ohio
$1.41M +$42.4K +535 +3%
CCA
899
Cobblestone Capital Advisors
New York
$1.4M -$13.5K -170 -0.9%
IIM
900
InTrack Investment Management
Vermont
$1.38M -$943K -11,909 -39%

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.