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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
BHWM
1226
Beaird Harris Wealth Management
Texas
$638K -$1.93K -24 -0.3%
WA
1227
Waterford Advisors
New York
$635K -$69.8K -868 -10%
SCM
1228
Saxony Capital Management
Missouri
$634K +$610K +7,585 New
DWA
1229
Douglass Winthrop Advisors
New York
$633K – – –
BIM
1230
Bridges Investment Management
Nebraska
$633K -$109K -1,359 -15%
CF
1231
Clarity Financial
Texas
$630K – – –
IF
1232
Intrua Financial
Texas
$628K – – –
EWM
1233
Elevatus Welath Management
New York
$628K -$121K -1,499 -17%
DFC
1234
DB Fitzpatrick & Co
Idaho
$627K – – –
BW
1235
Bison Wealth
Georgia
$626K +$145K +1,796 +32%
PCM
1236
Perritt Capital Management
Illinois
$626K -$4.02K -50 -0.7%
AA
1237
Axiom Advisory
California
$624K +$18.3K +228 +3%
CSIC
1238
Clifford Swan Investment Counsel
California
$623K -$24.1K -300 -4%
AIP
1239
Ameritas Investment Partners
Nebraska
$622K -$332K -4,125 -36%
PPP
1240
Private Portfolio Partners
New Jersey
$622K +$598K +7,434 New
SAS
1241
Stelac Advisory Services
New York
$620K – – –
PWM
1242
PBMares Wealth Management
Virginia
$619K – – –
AWA
1243
Amplius Wealth Advisors
Pennsylvania
$616K – – –
RWM
1244
RKL Wealth Management
Pennsylvania
$615K – – –
CAMG
1245
CWA Asset Management Group
Florida
$614K +$591K +7,347 New
AA
1246
Altman Advisors
Illinois
$612K +$589K +7,318 New
DI
1247
DDFG Inc
California
$612K -$3.62K -45 -0.6%
FAB
1248
First American Bank
Illinois
$611K – – –
ACM
1249
Armbruster Capital Management
New York
$609K -$4.83K -60 -0.8%
TT
1250
TI-Trust
Illinois
$606K – – –
48 49
50
51 52

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.