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iShares MSCI EAFE ETF

1,849 hedge funds and large institutions have $44.5B invested in iShares MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 648 increasing their positions, 709 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 96

0% less funds holding

Funds holding: 1,8501,849 (-1)

0.54% less ownership

Funds ownership: 83.95%83.41% (-0.54%)

1% less capital invested

Capital invested by funds: $45B → $44.5B (-$424M)

9% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 709

5% less funds holding in top 10

Funds holding in top 10: 156148 (-8)

36% less call options, than puts

Call options by funds: $5.37B | Put options by funds: $8.44B

Holders
1,849
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
26.7%
Holding in Top 10
148
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.13%
% of All Funds
2.14%
New
124
Increased
648
Reduced
709
Closed
96
Calls
$5.37B
Puts
$8.44B
Net Calls
-$3.06B
Net Calls Change
+$744M
Name Holding Trade Value Shares
Change
Change in
Stake
HP
101
HT Partners
Connecticut
$48.1M -$111K -1,406 -0.2%
BW
102
BIP Wealth
Georgia
$47.6M -$4.27M -53,851 -8%
Bank of Nova Scotia
103
Bank of Nova Scotia
Ontario, Canada
$47.4M -$95.2M -1,201,183 -67%
TNBTD
104
Trustmark National Bank Trust Department
Mississippi
$44.9M +$169K +2,130 +0.4%
FEG
105
Fund Evaluation Group
Ohio
$44.4M -$9.94M -125,481 -18%
WWM
106
Waterway Wealth Management
Texas
$43.8M +$346K +4,374 +0.8%
MWM
107
Modera Wealth Management
New Jersey
$43.8M -$34.8K -439 -0.1%
CL
108
Choreo LLC
Illinois
$42.8M +$22.8M +287,944 +112%
FA
109
Fiducient Advisors
Illinois
$42.3M +$5.7M +71,919 +15%
AI
110
Atria Investments
North Carolina
$41.8M +$34.4M +433,902 +437%
MIM
111
MetLife Investment Management
New Jersey
$41.2M +$21.4M +270,400 +106%
NW
112
NewEdge Wealth
Pennsylvania
$41M -$436K -5,506 -1%
LIA
113
LBMC Investment Advisors
Tennessee
$40.6M +$79.6K +1,005 +0.2%
SC
114
Savant Capital
Illinois
$40.2M -$867K -10,944 -2%
SF
115
Synovus Financial
Georgia
$39.9M +$2.78M +35,139 +7%
CFG
116
Citizens Financial Group
Rhode Island
$39.5M +$2.65M +33,510 +7%
WANY
117
Wealthspire Advisors (New York)
New York
$39M +$56.2K +710 +0.1%
SOW
118
State of Wyoming
Wyoming
$38.7M -$2.4M -30,296 -6%
AllianceBernstein
119
AllianceBernstein
Tennessee
$38.6M +$1.12M +14,106 +3%
GT
120
Greenleaf Trust
Michigan
$37.5M -$471K -5,943 -1%
JIC
121
Johnson Investment Counsel
Ohio
$37.4M +$305K +3,847 +0.8%
Arrowstreet Capital
122
Arrowstreet Capital
Massachusetts
$36.5M -$1.96M -24,763 -5%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$36M +$44.4K +560 +0.1%
DWM
124
Dynasty Wealth Management
Florida
$35.9M +$36.3M +458,613 New
Kovitz Investment Group Partners
125
Kovitz Investment Group Partners
Illinois
$35.6M +$31.5M +397,041 +693%

EFA Hedge Fund Activity: Q2 2024 in Review

1,849 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2024, worth a combined $44.5B — down 0.94% from $45B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EFA positions and 96 closed out — a net gain of 28 holders — while 648 added to existing stakes and 709 trimmed.

The largest buyer was BlackRock, adding an estimated $343M. The largest seller was Citigroup, cutting an estimated $313M.

  • 1,849 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2024, down from 1,850 in Q1 2024.
  • Funds reported $44.5B of iShares MSCI EAFE ETF stock for Q2 2024, down 0.94% quarter-over-quarter.
  • 124 funds opened new iShares MSCI EAFE ETF positions in Q2 2024 and 96 closed out, a net change of +28 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q2 2024 was BlackRock, an estimated $343M added.
  • The largest iShares MSCI EAFE ETF seller in Q2 2024 was Citigroup, an estimated $313M sold.

Based on aggregated 13F filings for Q2 2024.