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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
BIP
1051
Blueprint Investment Partners
North Carolina
$956K -$1.88M -23,738 -65%
TC
1052
Trust Company
Kansas
$956K
CTC
1053
Corundum Trust Company
South Dakota
$954K -$85.2K -1,076 -8%
Members Trust
1054
Members Trust
Florida
$954K -$50.4K -637 -5%
BWM
1055
Baron Wealth Management
Michigan
$951K +$10.1K +127 +1%
PWM
1056
Palumbo Wealth Management
New York
$945K +$11.2K +142 +1%
SCA
1057
Sandy Cove Advisors
Massachusetts
$943K -$158K -2,001 -14%
EIP
1058
Easterly Investment Partners
Massachusetts
$942K
DDC
1059
DF Dent & Co
Maryland
$941K -$1.27K -16 -0.1%
MWAM
1060
Manhattan West Asset Management
California
$941K -$7.92K -100 -0.8%
P
1061
Pitcairn
Pennsylvania
$939K -$238K -3,000 -19%
EBT
1062
Enterprise Bank & Trust
Massachusetts
$937K -$24.9K -315 -2%
SHFA
1063
SC&H Financial Advisors
Maryland
$937K -$33.8K -427 -3%
PCM
1064
Ping Capital Management
New York
$930K +$562K +7,100 +137%
HNWAG
1065
High Net Worth Advisory Group
Florida
$926K
AIM
1066
Aspen Investment Management
Michigan
$923K
CAMG
1067
CWA Asset Management Group
Florida
$921K +$383K +4,835 +66%
KPWG
1068
KFA Private Wealth Group
Virginia
$920K +$65.5K +827 +7%
ACA
1069
Anchor Capital Advisors
Massachusetts
$920K -$618K -7,805 -39%
T
1070
TrueFG
Texas
$919K +$75.6K +955 +9%
PG
1071
Patten Group
Tennessee
$917K +$3.25K +41 +0.3%
SI
1072
Saxon Interests
Texas
$915K -$132K -1,672 -12%
CPA
1073
Capital Planning Advisors
California
$908K
FAT
1074
First American Trust
California
$907K +$108K +1,363 +13%
HFP
1075
Holistic Financial Partners
Indiana
$901K +$17.7K +224 +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.