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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
TWM
1251
Topsail Wealth Management
North Carolina
$607K +$636K +8,034 New
EWP
1252
Elevation Wealth Partners
California
$607K +$6.49K +82 +1%
QCM
1253
Quantinno Capital Management
New York
$606K -$130K -1,638 -17%
PEA
1254
Park Edge Advisors
Ohio
$604K +$126K +1,594 +25%
BCM
1255
Brookmont Capital Management
Texas
$604K -$56.1K -709 -8%
CNBOF
1256
City National Bank of Florida
Florida
$604K +$632K +7,982 New
HT
1257
Heritage Trust
Oklahoma
$603K +$631K +7,970 New
TAM
1258
Townsend Asset Management
North Carolina
$603K -$5.86K -74 -0.9%
MRP
1259
Measured Risk Portfolios
California
$602K +$631K +7,964 New
CWM
1260
Chemistry Wealth Management
New York
$602K +$132K +1,662 +26%
AWM
1261
AE Wealth Management
Kansas
$601K -$6.89M -86,998 -92%
BHWM
1262
Beaird Harris Wealth Management
Texas
$601K +$25.4K +321 +4%
SVWAG
1263
Sound View Wealth Advisors Group
Georgia
$599K -$43.6K -551 -7%
TC
1264
Trilogy Capital
California
$599K -$39.7K -501 -6%
JF
1265
JSF Financial
California
$595K -$4.59K -58 -0.7%
WFA
1266
WMG Financial Advisors
Tennessee
$592K
PPW
1267
Parcion Private Wealth
Washington
$591K
TAM
1268
Tocqueville Asset Management
New York
$590K -$109K -1,380 -15%
NSB
1269
Norway Savings Bank
Maine
$588K
CCG
1270
Cypress Capital Group
Florida
$588K -$173K -2,182 -22%
WA
1271
Waterford Advisors
New York
$585K +$11.5K +145 +2%
CAC
1272
Certified Advisory Corp
Florida
$585K +$613K +7,736 New
MCM
1273
M1 Capital Management
Michigan
$584K +$611K +7,720 New
SPC
1274
Sigma Planning Corp
Michigan
$584K -$360K -4,549 -37%
HR
1275
Hardy Reed
Mississippi
$580K +$607K +7,670 New

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.