We are live on ! Find out more
EFA icon

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
PAM
1226
Peak Asset Management
Colorado
$636K
ODG
1227
O'Dell Group
Ohio
$635K -$219K -2,759 -25%
MA
1228
MBA Advisors
Pennsylvania
$634K -$342K -4,317 -34%
RBC
1229
Romano Brothers & Co
Illinois
$633K
AA
1230
Argent Advisors
Louisiana
$632K -$31.7K -400 -5%
TCOTS
1231
Trust Company of the South
North Carolina
$632K +$330K +4,173 +100%
MWM
1232
Modern Wealth Management
Kansas
$630K -$66.7M -841,895 -99%
PW
1233
Potentia Wealth
California
$630K +$660K +8,337 New
RWM
1234
Reston Wealth Management
Virginia
$630K +$9.11K +115 +1%
HWM
1235
Hohimer Wealth Management
Washington
$630K
RWP
1236
Revolve Wealth Partners
New Jersey
$629K +$659K +8,322 New
FAM
1237
Formidable Asset Management
Ohio
$627K
BWG
1238
Balanced Wealth Group
Ohio
$625K +$8.63K +109 +1%
FDDB
1239
Fidelity D&D Bancorp
Pennsylvania
$623K
BAAM
1240
Baker Avenue Asset Management
California
$623K -$123K -1,555 -16%
CFO
1241
Collective Family Office
Pennsylvania
$623K
MFT
1242
Moisand Fitzgerald Tamayo
Florida
$620K
BSTWA
1243
Blake Schutter Theil Wealth Advisors
Ohio
$615K
LWL
1244
Leo Wealth LLC
Texas
$615K +$1.43K +18 +0.2%
I
1245
InvesTrust
Oklahoma
$615K +$644K +8,128 New
SIA
1246
SeaBridge Investment Advisors
New Jersey
$612K -$79.2K -1,000 -11%
AWA
1247
Amplius Wealth Advisors
Pennsylvania
$611K +$56.7K +716 +10%
MAWCM
1248
Mine & Arao Wealth Creation & Management
California
$611K -$9.42K -119 -1%
SIA
1249
Soltis Investment Advisors
Utah
$609K -$1.03K -13 -0.2%
LSA
1250
Lansing Street Advisors
Pennsylvania
$608K -$277K -3,500 -30%

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.