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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
BB
1151
Berkshire Bank
Massachusetts
$749K
DDPIC
1152
Deroy & Devereaux Private Investment Counsel
Michigan
$745K
PBO
1153
Peoples Bank (Ohio)
Ohio
$743K -$1.2M -15,201 -61%
ETS
1154
ESL Trust Services
New York
$743K -$19.8K -250 -2%
BWA
1155
BlueSky Wealth Advisors
North Carolina
$739K +$3.33K +42 +0.4%
PWMG
1156
Private Wealth Management Group
New Jersey
$738K
WPP
1157
Whalerock Point Partners
Rhode Island
$737K
C
1158
Certuity
Florida
$735K -$5.31K -67 -0.7%
BFO
1159
Boston Family Office
Massachusetts
$733K
MWM
1160
Marietta Wealth Management
Georgia
$733K -$22.8K -288 -3%
UWPG
1161
Ullmann Wealth Partners Group
Florida
$732K -$32.9K -416 -4%
PWA
1162
Physician Wealth Advisors
Utah
$731K -$58.2K -735 -7%
AR
1163
Apeiron RIA
Texas
$730K -$27.2K -343 -3%
MA
1164
Mezzasalma Advisors
New Jersey
$726K +$761K +9,605 New
CG
1165
Cynosure Group
Utah
$723K +$7.92K +100 +1%
CFP
1166
Cypress Financial Planning
New Jersey
$720K +$31.3K +395 +4%
BFA
1167
Bright Financial Advisors
Michigan
$720K -$187K -2,355 -20%
PFSC
1168
Peoples Financial Services Corp
Pennsylvania
$719K -$238 -3 -0%
MIM
1169
MTM Investment Management
South Carolina
$717K
BWCS
1170
Beirne Wealth Consulting Services
Connecticut
$717K +$137K +1,736 +22%
CP
1171
Canopy Partners
Ohio
$717K
IWP
1172
Innova Wealth Partners
Pennsylvania
$716K +$750K +9,470 New
AIMC
1173
Alley Investment Management Company
Illinois
$711K -$3.4K -43 -0.5%
NCM
1174
Next Capital Management
New York
$708K
GPA
1175
Guidance Point Advisors
Massachusetts
$707K +$9.98K +126 +1%

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.