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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
SWM
1201
SeaCrest Wealth Management
New York
$659K -$7.92K -100 -1%
AOWM
1202
Alpha Omega Wealth Management
Virginia
$658K +$9.58K +121 +1%
DA
1203
Doliver Advisors
Texas
$658K -$67.3K -850 -9%
SIAP
1204
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$657K +$166K +2,100 +32%
FC
1205
FCA Corp
Texas
$657K -$14.2K -179 -2%
MWS
1206
MFA Wealth Services
California
$657K +$688K +8,683 New
MBTD
1207
Mechanics Bank - Trust Department
California
$653K -$64.9K -820 -9%
DJSG
1208
D.J. St. Germain
Massachusetts
$653K +$64.6K +816 +10%
ICP
1209
Interchange Capital Partners
Pennsylvania
$652K +$8.55K +108 +1%
LWM
1210
Liberty Wealth Management
California
$652K +$33K +417 +5%
HJGA
1211
Hardman Johnston Global Advisors
Connecticut
$652K +$683K +8,620 New
LSWP
1212
Liberty Square Wealth Partners
Pennsylvania
$651K +$630K +7,949 New
SS
1213
Sunbelt Securities
Texas
$649K +$2.06K +26 +0.3%
FOR
1214
Family Office Research
Maryland
$647K +$677K +8,554 New
GAG
1215
GM Advisory Group
New York
$647K +$40.9K +517 +6%
CTC
1216
Central Trust Company
Missouri
$647K
RZH
1217
Relyea Zuckerberg Hanson
Connecticut
$646K +$1.03K +13 +0.2%
GCA
1218
Genesee Capital Advisors
New York
$645K +$676K +8,537 New
SFS
1219
Security Financial Services
Indiana
$645K -$2.77K -35 -0.4%
HSG
1220
Helen Stephens Group
Texas
$641K +$8.79K +111 +1%
AIM
1221
Advyzon Investment Management
Illinois
$640K +$670K +8,464 New
WP
1222
WMS Partners
Maryland
$639K +$209K +2,645 +46%
CT
1223
Caldwell Trust
Florida
$638K -$23.8K -300 -3%
JHCP
1224
Jackson Hole Capital Partners
Oklahoma
$638K -$277K -3,500 -29%
MCA
1225
MSH Capital Advisors
Arizona
$636K -$2.93K -37 -0.4%

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.