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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
SIA
951
Strategic Investment Advisors
Michigan
$1.22M -$2.3K -29 -0.2%
FAM
952
Forte Asset Management
New York
$1.22M -$83.2K -1,050 -6%
ST
953
Sentinel Trust
Texas
$1.22M
SIM
954
Stratos Investment Management
Ohio
$1.22M +$969K +12,237 +317%
SIA
955
Schechter Investment Advisors
Michigan
$1.22M
BIG
956
Builder Investment Group
Georgia
$1.21M -$8.63K -109 -0.7%
HWM
957
Hemington Wealth Management
Virginia
$1.21M
NG
958
Norden Group
Utah
$1.21M -$5.85M -73,875 -82%
JFL
959
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.21M +$157K +1,980 +14%
LB
960
Legacy Bridge
Iowa
$1.21M +$79 +1 +0%
BTWM
961
Brass Tax Wealth Management
Ohio
$1.21M -$339K -4,278 -21%
RPWA
962
Regent Peak Wealth Advisors
Georgia
$1.21M +$832K +10,507 +193%
FCM
963
Firestone Capital Management
Florida
$1.21M +$10.8K +136 +0.9%
WFM
964
Wolff Financial Management
Michigan
$1.2M +$10.1K +127 +0.8%
FTS
965
Fifth Third Securities
Ohio
$1.19M -$145K -1,828 -10%
SAM
966
Strategy Asset Managers
California
$1.19M -$47.3K -597 -4%
LBC
967
Lowe Brockenbrough & Co
Virginia
$1.19M
RFW
968
Rainier Family Wealth
Washington
$1.19M +$1.25M +15,758 New
WPC
969
Wedmont Private Capital
Pennsylvania
$1.19M -$79.6K -1,005 -6%
RPA
970
Redwood Park Advisors
California
$1.19M +$1.24M +15,694 New
MG
971
Mather Group
Illinois
$1.18M -$9.58K -121 -0.8%
OWA
972
ORBA Wealth Advisors
Illinois
$1.18M -$396 -5 -0%
FAIM
973
Financial Advocates Investment Management
Washington
$1.18M +$127K +1,606 +11%
ZF
974
Zhang Financial
Michigan
$1.18M +$93.8K +1,184 +8%
FMTCOCP
975
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.18M +$29.4K +371 +2%

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.