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iShares MSCI EAFE ETF
EFA

1,855 hedge funds and large institutions have $45.6B invested in iShares MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 546 increasing their positions, 715 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 85

7% more funds holding in top 10

Funds holding in top 10: 148 → 159 (+11)

2% more capital invested

Capital invested by funds: $44.5B → $45.6B (+$1.07B)

0% more funds holding

Funds holding: 1,849 → 1,855 (+6)

5.29% less ownership

Funds ownership: 83.41% → 78.13% (-5.3%)

24% less repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 715

32% less call options, than puts

Call options by funds: $6.3B | Put options by funds: $9.32B

Holders
1,855
Holders Change
+6
Holders Change %
+0.32%
% of All Funds
26.63%
Holding in Top 10
159
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+7.43%
% of All Funds
2.28%
New
120
Increased
546
Reduced
715
Closed
85
Calls
$6.3B
Puts
$9.32B
Net Calls
-$3.02B
Net Calls Change
+$43.7M

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$152M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$145M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$139M
4
HMH
Hackensack Meridian Health
New Jersey
+$123M
5
Cerity Partners
Cerity Partners
New York
+$119M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$296M
3
JP Morgan Chase
JP Morgan Chase
New York
-$290M
4
SP
Stairway Partners
Illinois
-$209M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$118M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1126
Private Wealth Management Group
New Jersey
$817K – – –
WPP
1127
Whalerock Point Partners
Rhode Island
$815K – – –
BWA
1128
BlueSky Wealth Advisors
North Carolina
$813K -$23.3K -289 -3%
IWN
1129
Independent Wealth Network
Iowa
$812K +$1.21K +15 +0.2%
BFO
1130
Boston Family Office
Massachusetts
$811K +$780K +9,698 New
QCM
1131
Quantinno Capital Management
New York
$807K -$74.9K -931 -9%
AGC
1132
Aspen Grove Capital
Colorado
$803K -$43.8K -544 -5%
VCM
1133
Vivaldi Capital Management
Illinois
$802K -$3.22K -40 -0.4%
DA
1134
Doliver Advisors
Texas
$799K -$56.3K -700 -7%
PFSC
1135
Peoples Financial Services Corp
Pennsylvania
$795K +$188K +2,338 +33%
CP
1136
Canopy Partners
Ohio
$793K – – –
FPIS
1137
Financial Planning & Information Services
Wisconsin
$792K – – –
CG
1138
Cynosure Group
Utah
$791K -$329K -4,095 -30%
MBTD
1139
Mechanics Bank - Trust Department
California
$791K – – –
AIMC
1140
Alley Investment Management Company
Illinois
$790K – – –
TF
1141
Tudor Financial
Ohio
$786K +$756K +9,396 New
CA
1142
Centerpoint Advisors
Massachusetts
$784K – – –
OHWP
1143
Oak Harbor Wealth Partners
North Carolina
$784K +$37.3K +464 +5%
NCM
1144
Next Capital Management
New York
$783K – – –
MIM
1145
MTM Investment Management
South Carolina
$783K – – –
CT
1146
Colonial Trust
South Carolina
$776K -$108K -1,347 -13%
YWM
1147
Yardley Wealth Management
Pennsylvania
$773K +$744K +9,241 New
GPA
1148
Guidance Point Advisors
Massachusetts
$772K – – –
TAM
1149
Tocqueville Asset Management
New York
$768K – – –
KFC
1150
Klingenstein Fields & Co
New York
$766K – – –
44 45
46
47 48

EFA Hedge Fund Activity: Q3 2024 in Review

1,855 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2024, worth a combined $45.6B — up 2.4% from $44.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new EFA positions and 85 closed out — a net gain of 35 holders — while 546 added to existing stakes and 715 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $152M. The largest seller was BlackRock, cutting an estimated $1.61B.

  • 1,855 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2024, up from 1,849 in Q2 2024.
  • Funds reported $45.6B of iShares MSCI EAFE ETF stock for Q3 2024, up 2.4% quarter-over-quarter.
  • 120 funds opened new iShares MSCI EAFE ETF positions in Q3 2024 and 85 closed out, a net change of +35 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $152M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2024 was BlackRock, an estimated $1.61B sold.

Based on aggregated 13F filings for Q3 2024.