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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
HW
101
Hancock Whitney
Mississippi
$47.3M -$2.94M -37,082 -6%
WWM
102
Waterway Wealth Management
Texas
$46.9M +$3.39M +42,841 +7%
FHA
103
First Horizon Advisors
Tennessee
$46.8M +$299K +3,776 +0.6%
Bank of Nova Scotia
104
Bank of Nova Scotia
Ontario, Canada
$45.9M +$66K +833 +0.1%
WL
105
WIT LLC
District of Columbia
$45.5M +$34.1M +430,150 +56,673%
VFA
106
Valeo Financial Advisors
Indiana
$45.4M -$3.63M -45,853 -7%
CIBC World Market
107
CIBC World Market
Ontario, Canada
$44.4M -$3.52M -44,507 -7%
MWM
108
Modera Wealth Management
New Jersey
$44M +$1.98M +24,994 +4%
HP
109
HT Partners
Connecticut
$43.6M -$69.5K -877 -0.2%
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$43.4M -$5.22M -65,879 -10%
MPWT
111
MassMutual Private Wealth & Trust
Connecticut
$43.2M -$5.67M -71,535 -11%
NW
112
NewEdge Wealth
Pennsylvania
$43.2M +$4.24M +53,521 +10%
CWM
113
Congress Wealth Management
Massachusetts
$42.7M -$610K -7,700 -1%
WANY
114
Wealthspire Advisors (New York)
New York
$42.3M +$366K +4,623 +0.8%
Arrowstreet Capital
115
Arrowstreet Capital
Massachusetts
$42.1M -$5.97M -75,394 -12%
Citigroup
116
Citigroup
New York
$41.9M +$21.9M +276,775 +100%
CL
117
Choreo LLC
Illinois
$41.1M -$500K -6,313 -1%
SC
118
Savant Capital
Illinois
$39.8M -$616K -7,777 -1%
MIA
119
MainStreet Investment Advisors
Illinois
$39.8M -$1.62M -20,483 -4%
CWS
120
Confluence Wealth Services
Pennsylvania
$39.6M +$4.49M +56,642 +13%
FA
121
Fiducient Advisors
Illinois
$39.5M +$433K +5,465 +1%
CFG
122
Citizens Financial Group
Rhode Island
$38.5M +$914K +11,544 +2%
CCM
123
Cullen Capital Management
New York
$38.4M +$40.2M +507,578 New
LIA
124
LBMC Investment Advisors
Tennessee
$38.1M -$335K -4,230 -0.8%
SCM
125
SCS Capital Management
Massachusetts
$38M -$1.83M -23,089 -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.