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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
LA
1276
Lifeworks Advisors
Michigan
$580K -$79.2K -1,000 -12%
ZB
1277
Zions Bancorporation
Utah
$578K +$154K +1,950 +34%
LCC
1278
Lincoln Capital Corp
Rhode Island
$578K +$198K +2,501 +49%
RAS
1279
RPS Advisory Solutions
Kentucky
$577K -$1.83M -23,099 -75%
WEG
1280
World Equity Group
Illinois
$574K +$44.6K +563 +8%
DWA
1281
Douglass Winthrop Advisors
New York
$573K
PCM
1282
Perritt Capital Management
Illinois
$569K +$3.64K +46 +0.6%
EWM
1283
Elevatus Welath Management
New York
$568K
FPCG
1284
Forum Private Client Group
Indiana
$568K -$11.5K -145 -2%
RWM
1285
RKL Wealth Management
Pennsylvania
$567K +$11K +139 +2%
GLA
1286
Good Life Advisors
Pennsylvania
$564K -$734K -9,273 -55%
PPP
1287
Private Portfolio Partners
New Jersey
$562K +$158 +2 +0%
SAS
1288
Stelac Advisory Services
New York
$561K
PWM
1289
PBMares Wealth Management
Virginia
$559K +$79 +1 +0%
HCM
1290
Howland Capital Management
Massachusetts
$558K -$45K -568 -7%
AA
1291
Altman Advisors
Illinois
$557K +$4.12K +52 +0.7%
DI
1292
DDFG Inc
California
$554K +$1.5K +19 +0.3%
CSIC
1293
Clifford Swan Investment Counsel
California
$553K -$10.4K -131 -2%
FAB
1294
First American Bank
Illinois
$553K
JAFL
1295
Jay A. Fishman Ltd
Michigan
$552K -$79.2K -1,000 -12%
AIP
1296
Ameritas Investment Partners
Nebraska
$551K -$11.9K -150 -2%
ACM
1297
Armbruster Capital Management
New York
$551K
ADL
1298
Asset Dedication LLC
California
$551K +$34.1K +430 +6%
DSC
1299
Duncker Streett & Co
Missouri
$551K -$51.1K -645 -8%
JAG
1300
Journey Advisory Group
Kentucky
$550K

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.