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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
TYCC
976
Texas Yale Capital Corp
Florida
$1.17M +$158 +2 +0%
CD
977
Chapin Davis
Maryland
$1.17M
LF
978
Lighthouse Financial
Florida
$1.16M +$1.22M +15,390 New
CWM
979
Cahaba Wealth Management
Georgia
$1.16M +$14.3K +181 +1%
SAG
980
SageView Advisory Group
California
$1.16M +$536K +6,768 +79%
MFF
981
Michels Family Financial
Texas
$1.16M +$1.21M +15,320 New
A
982
Argentarii
Ohio
$1.16M +$1.21M +15,320 New
MAA
983
Matrix Asset Advisors
New York
$1.16M +$2.85K +36 +0.2%
RPC
984
Rossmore Private Capital
Connecticut
$1.16M +$42.8K +540 +4%
OSAM
985
O'Shaughnessy Asset Management
Connecticut
$1.15M +$23.2K +293 +2%
PCG
986
Prosperity Consulting Group
Maryland
$1.15M -$70.3K -888 -6%
HCP
987
Hexagon Capital Partners
Arkansas
$1.15M +$1.07M +13,466 +769%
AF
988
Affiance Financial
Minnesota
$1.15M -$147K -1,856 -11%
First Manhattan
989
First Manhattan
New York
$1.15M +$1.2M +15,200 New
CA
990
Cambridge Advisors
Nebraska
$1.15M
PAG
991
Paladin Advisory Group
Iowa
$1.15M
SCM
992
Stordahl Capital Management
Colorado
$1.15M -$8.24K -104 -0.7%
LSIA
993
LaSalle St. Investment Advisors
Illinois
$1.14M +$47.1K +595 +4%
SWA
994
Sax Wealth Advisors
New Jersey
$1.14M +$267K +3,377 +29%
WWA
995
Wingate Wealth Advisors
Massachusetts
$1.14M +$1.19M +15,074 New
TF
996
Tompkins Financial
New York
$1.13M +$44K +555 +4%
LRIC
997
Long Road Investment Counsel
Michigan
$1.13M
SFG
998
Sunburst Financial Group
Alabama
$1.13M -$35.6K -450 -3%
CA
999
Clune & Associates
Illinois
$1.13M +$1.18M +14,934 New
SFG
1000
Sovereign Financial Group
Connecticut
$1.12M +$91.8K +1,159 +8%

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.