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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
WTFG
1101
Wells Trecaso Financial Group
Ohio
$835K
WPW
1102
Waldron Private Wealth
Pennsylvania
$834K -$413K -5,213 -32%
CA
1103
Claro Advisors
Massachusetts
$833K -$38.7K -489 -4%
PPC
1104
Pennington Partners & Co
Maryland
$833K +$873K +11,022 New
LWAM
1105
Legacy Wealth Asset Management
Minnesota
$822K +$861K +10,867 New
IIC
1106
Ironwood Investment Counsel
Arizona
$821K -$51.5K -650 -6%
FB
1107
Finward Bancorp
Indiana
$817K +$855K +10,799 New
PNC
1108
Park National Corp
Ohio
$815K +$46.6K +589 +6%
CWP
1109
CFM Wealth Partners
Texas
$813K +$20K +253 +2%
AIM
1110
Avity Investment Management
Connecticut
$805K +$6.81K +86 +0.8%
OHWP
1111
Oak Harbor Wealth Partners
North Carolina
$805K +$101K +1,271 +14%
ESB
1112
Essex Savings Bank
Connecticut
$801K -$17.5K -221 -2%
PWG
1113
Private Wealth Group
Florida
$799K
LC
1114
LCNB Corp
Ohio
$798K +$28.4K +358 +4%
FYW
1115
Future You Wealth
New York
$798K +$835K +10,548 New
PIMG
1116
Patriot Investment Management Group
Tennessee
$797K -$12.6K -159 -1%
KMWM
1117
Keudell/Morrison Wealth Management
Oregon
$796K +$34.6K +437 +4%
FFC
1118
Frederick Financial Consultants
Maryland
$794K +$831K +10,499 New
GPW
1119
Genesis Private Wealth
Virginia
$794K +$831K +10,498 New
MW
1120
MBL Wealth
North Carolina
$793K -$31.7K -400 -4%
GSWM
1121
Greenup Street Wealth Management
Michigan
$789K -$3.11M -39,265 -79%
MW
1122
Marcum Wealth
Ohio
$789K +$826K +10,432 New
OCFG
1123
O'Connor Financial Group
Illinois
$787K +$15.7K +198 +2%
BCG
1124
Breakwater Capital Group
New Jersey
$786K +$5.38K +68 +0.7%
FGG
1125
Financial Guidance Group
Florida
$784K +$354K +4,475 +76%

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.