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iShares MSCI EAFE ETF

1,849 hedge funds and large institutions have $44.5B invested in iShares MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 648 increasing their positions, 709 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 96

0% less funds holding

Funds holding: 1,8501,849 (-1)

0.54% less ownership

Funds ownership: 83.95%83.41% (-0.54%)

1% less capital invested

Capital invested by funds: $45B → $44.5B (-$424M)

9% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 709

5% less funds holding in top 10

Funds holding in top 10: 156148 (-8)

36% less call options, than puts

Call options by funds: $5.37B | Put options by funds: $8.44B

Holders
1,849
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
26.7%
Holding in Top 10
148
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.13%
% of All Funds
2.14%
New
124
Increased
648
Reduced
709
Closed
96
Calls
$5.37B
Puts
$8.44B
Net Calls
-$3.06B
Net Calls Change
+$744M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
76
Miller Investment Management
Pennsylvania
$64.8M +$4.58M +57,830 +8%
Allspring Global Investments
77
Allspring Global Investments
North Carolina
$63.2M -$6.79M -85,760 -10%
WF
78
WoodTrust Financial
Wisconsin
$62.9M +$63.6M +802,488 New
Capital International Investors
79
Capital International Investors
California
$62.5M +$33.7M +424,861 +114%
HMH
80
Hackensack Meridian Health
New Jersey
$59.7M
CAM
81
Cresset Asset Management
Illinois
$58.5M +$4.96M +62,642 +9%
Brown Advisory
82
Brown Advisory
Maryland
$58.2M +$2.08M +26,297 +4%
VA
83
Valmark Advisers
Ohio
$58M -$376K -4,749 -0.6%
AGWCA
84
Annis Gardner Whiting Capital Advisors
Florida
$56.9M +$8.77M +110,754 +18%
WL
85
WIT LLC
District of Columbia
$55.7M
SYBT
86
Stock Yards Bank & Trust
Kentucky
$55M +$2.78M +35,145 +5%
MPWT
87
MassMutual Private Wealth & Trust
Connecticut
$54.6M -$6.06M -76,525 -10%
Osaic Holdings
88
Osaic Holdings
Arizona
$54.5M -$4.27M -53,916 -7%
MML Investors Services
89
MML Investors Services
Massachusetts
$54.4M +$1.16M +14,633 +2%
VFA
90
Valeo Financial Advisors
Indiana
$53.9M -$2.3M -29,015 -4%
Franklin Resources
91
Franklin Resources
California
$53.5M -$2.62M -33,096 -5%
MIA
92
MainStreet Investment Advisors
Illinois
$53M -$9.17M -115,794 -15%
Deutsche Bank
93
Deutsche Bank
Germany
$51.8M -$812K -10,246 -2%
HW
94
Hancock Whitney
Mississippi
$51.8M -$649K -8,196 -1%
CIBC World Market
95
CIBC World Market
Ontario, Canada
$50.2M +$9M +113,621 +22%
BCM
96
Becker Capital Management
Oregon
$49.8M +$1.27M +16,014 +3%
Lazard Asset Management
97
Lazard Asset Management
New York
$49.8M +$22.2M +280,510 +79%
BOCM
98
Bontempo Ohly Capital Management
Maryland
$49.2M +$77.9K +984 +0.2%
CWM
99
Congress Wealth Management
Massachusetts
$49M +$1.68M +21,185 +4%
FHA
100
First Horizon Advisors
Tennessee
$48.5M -$229K -2,888 -0.5%

EFA Hedge Fund Activity: Q2 2024 in Review

1,849 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2024, worth a combined $44.5B — down 0.94% from $45B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EFA positions and 96 closed out — a net gain of 28 holders — while 648 added to existing stakes and 709 trimmed.

The largest buyer was BlackRock, adding an estimated $343M. The largest seller was Citigroup, cutting an estimated $313M.

  • 1,849 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2024, down from 1,850 in Q1 2024.
  • Funds reported $44.5B of iShares MSCI EAFE ETF stock for Q2 2024, down 0.94% quarter-over-quarter.
  • 124 funds opened new iShares MSCI EAFE ETF positions in Q2 2024 and 96 closed out, a net change of +28 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q2 2024 was BlackRock, an estimated $343M added.
  • The largest iShares MSCI EAFE ETF seller in Q2 2024 was Citigroup, an estimated $313M sold.

Based on aggregated 13F filings for Q2 2024.