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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
IA
1076
IFG Advisory
Georgia
$898K -$111K -1,396 -11%
KWS
1077
Keystone Wealth Services
California
$894K +$19K +240 +2%
GSWM
1078
Golden State Wealth Management
California
$893K +$936K +11,816 New
AWMM
1079
Aegis Wealth Management (Maryland)
Maryland
$887K +$929K +11,732 New
ANBT
1080
American National Bank & Trust
Texas
$887K +$63.4K +800 +7%
TTWM
1081
TCV Trust & Wealth Management
Virginia
$882K -$13.1K -166 -1%
MLL
1082
Moody Lynn & Lieberson
Massachusetts
$880K -$98.4K -1,242 -10%
CWP
1083
Cyndeo Wealth Partners
Florida
$878K -$16.9K -214 -2%
PCM
1084
Park Capital Management
Wisconsin
$878K +$920K +11,615 New
MCM
1085
MidAtlantic Capital Management
Virginia
$878K +$33.7K +426 +4%
PCS
1086
Private Client Services
Kentucky
$870K -$25.9K -327 -3%
CCAL
1087
City Center Advisors LLC
Michigan
$868K -$296K -3,741 -25%
TNB
1088
Thomasville National Bank
Georgia
$866K -$89.5K -1,130 -9%
ERIC
1089
Eagle Rock Investment Company
Georgia
$862K -$179K -2,262 -17%
TIA
1090
Tiemann Investment Advisors
California
$861K +$79 +1 +0%
GWMR
1091
GC Wealth Management RIA
Massachusetts
$860K -$271K -3,420 -23%
NRI
1092
NFP Retirement Inc
California
$859K -$42.8K -541 -5%
WP
1093
WealthShield Partners
North Carolina
$855K -$15.8K -199 -2%
AA
1094
ABC Arbitrage
France
$855K +$895K +11,303 New
SAI
1095
Savvy Advisors Inc
New York
$848K +$12.2K +154 +1%
RDFA
1096
Ritter Daniher Financial Advisory
Ohio
$846K -$4.83K -61 -0.5%
EWA
1097
Exencial Wealth Advisors
Oklahoma
$844K -$608K -7,679 -41%
PIFP
1098
Partners in Financial Planning
Virginia
$844K +$2.14K +27 +0.2%
CPA
1099
Compass Planning Associates
Massachusetts
$841K +$881K +11,118 New
GC
1100
Garde Capital
Washington
$840K -$1.9K -24 -0.2%

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.