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iShares MSCI EAFE ETF

1,854 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: 148159 (+11)

2% more capital invested

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

0% more funds holding

Funds holding: 1,8481,854 (+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
1,854
Holders Change
+6
Holders Change %
+0.32%
% of All Funds
26.62%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AI
76
Accredited Investors
Minnesota
$70.8M -$2.53M -31,401 -4%
William Blair & Company
77
William Blair & Company
Illinois
$70.6M +$988K +12,274 +1%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$69.4M -$828K -10,296 -1%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$69M -$5.14M -63,933 -7%
ANTB
80
AMG National Trust Bank
Colorado
$65.4M -$5.27M -65,524 -8%
Barclays
81
Barclays
United Kingdom
$65.3M -$19.2M -238,605 -23%
Brown Advisory
82
Brown Advisory
Maryland
$63.3M +$1.12M +13,914 +2%
Allspring Global Investments
83
Allspring Global Investments
North Carolina
$63.3M -$4M -49,708 -6%
VA
84
Valmark Advisers
Ohio
$63.1M +$1.12M +13,867 +2%
CAM
85
Cresset Asset Management
Illinois
$62.5M -$27.9K -347 -0%
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$61.6M +$30.9M +384,246 +109%
AGWCA
87
Annis Gardner Whiting Capital Advisors
Florida
$60.8M
Osaic Holdings
88
Osaic Holdings
Arizona
$60.3M +$2.01M +25,003 +4%
SYBT
89
Stock Yards Bank & Trust
Kentucky
$59.8M +$1.03M +12,781 +2%
WSFS
90
Wilmington Savings Fund Society
Delaware
$57.5M +$47.8M +594,321 +635%
Franklin Resources
91
Franklin Resources
California
$57.2M +$796K +9,888 +1%
HW
92
Hancock Whitney
Mississippi
$55.4M +$88.7K +1,102 +0.2%
BW
93
BIP Wealth
Georgia
$55.1M +$4.18M +51,891 +9%
Deutsche Bank
94
Deutsche Bank
Germany
$54.8M -$498K -6,190 -0.9%
BCM
95
Becker Capital Management
Oregon
$54.3M +$1.1M +13,680 +2%
MML Investors Services
96
MML Investors Services
Massachusetts
$54.3M -$3.67M -45,610 -7%
VFA
97
Valeo Financial Advisors
Indiana
$54M -$3.21M -39,839 -6%
MPWT
98
MassMutual Private Wealth & Trust
Connecticut
$53.8M -$4.33M -53,789 -8%
BOCM
99
Bontempo Ohly Capital Management
Maryland
$53.2M +$686K +8,526 +1%
Arrowstreet Capital
100
Arrowstreet Capital
Massachusetts
$52.8M +$13.3M +165,232 +35%

EFA Hedge Fund Activity: Q3 2024 in Review

1,854 of the 6,964 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.

  • 1,854 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2024, up from 1,848 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.