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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
GTAM
1001
Global Trust Asset Management
Florida
$1.12M +$5.46K +69 +0.5%
APP
1002
Avantax Planning Partners
Iowa
$1.12M -$13.4K -169 -1%
HNWA
1003
Henrickson Nauta Wealth Advisors
Michigan
$1.11M
ICP
1004
Impact Capital Partners
Colorado
$1.1M +$1.15M +14,555 New
TCB
1005
Texas Capital Bancshares
Texas
$1.1M
Fisher Asset Management
1006
Fisher Asset Management
Washington
$1.1M +$134K +1,697 +13%
DPI
1007
Diversified Portfolios Inc
Michigan
$1.1M -$1.43K -18 -0.1%
MSAM
1008
Moloney Securities Asset Management
Missouri
$1.09M -$6.06M -76,579 -84%
EB
1009
Emprise Bank
Kansas
$1.09M
FPTW
1010
Franklin, Parlapiano, Turner & Welch
Texas
$1.09M -$1.11K -14 -0.1%
CA
1011
CGN Advisors
Kansas
$1.08M +$501K +6,331 +79%
DSCM
1012
Del-Sette Capital Management
New York
$1.08M
TW
1013
Towerpoint Wealth
California
$1.08M +$1.19K +15 +0.1%
RYIA
1014
Roehl & Yi Investment Advisors
Oregon
$1.07M +$1.13M +14,216 New
AWA
1015
Archvest Wealth Advisors
California
$1.07M -$45.2K -571 -4%
VR
1016
Valued Retirements
Texas
$1.06M
TI
1017
Truepoint Inc
Ohio
$1.06M -$18.6K -235 -2%
SWM
1018
Stockman Wealth Management
Montana
$1.05M -$4.91K -62 -0.4%
CCFM
1019
Clear Creek Financial Management
Washington
$1.05M -$15.1M -190,147 -93%
Vontobel Holding
1020
Vontobel Holding
Switzerland
$1.04M +$619K +7,810 +131%
CCM
1021
Condor Capital Management
New Jersey
$1.04M -$15.8K -199 -1%
FMC
1022
First Merchants Corp
Indiana
$1.04M -$170K -2,150 -14%
HTC
1023
Haverford Trust Company
Pennsylvania
$1.04M -$291K -3,679 -21%
FFN
1024
Focus Financial Network
Minnesota
$1.04M -$159K -2,010 -13%
CIA
1025
Capital Investment Advisors
Georgia
$1.03M +$116K +1,462 +12%

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.