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iShares MSCI EAFE ETF
EFA

1,849 hedge funds and large institutions have $44.5B invested in iShares MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 648 increasing their positions, 709 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 96

0% less funds holding

Funds holding: 1,850 → 1,849 (-1)

0.54% less ownership

Funds ownership: 83.95% → 83.41% (-0.54%)

1% less capital invested

Capital invested by funds: $45B → $44.5B (-$424M)

9% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 709

5% less funds holding in top 10

Funds holding in top 10: 156 → 148 (-8)

36% less call options, than puts

Call options by funds: $5.37B | Put options by funds: $8.44B

Holders
1,849
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
26.7%
Holding in Top 10
148
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.13%
% of All Funds
2.14%
New
124
Increased
648
Reduced
709
Closed
96
Calls
$5.37B
Puts
$8.44B
Net Calls
-$3.06B
Net Calls Change
+$744M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$343M
2
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$255M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$173M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$139M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$136M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$313M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$282M
3
JP Morgan Chase
JP Morgan Chase
New York
-$256M
4
Morgan Stanley
Morgan Stanley
New York
-$209M
5
Cerity Partners
Cerity Partners
New York
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
1301
Security National Bank of So Dak
Iowa
$483K – – –
B
1302
Bellecapital
Switzerland
$483K – – –
BST
1303
Bath Savings Trust
Maine
$483K +$31.7K +400 +7%
TRCT
1304
Tower Research Capital (TRC)
New York
$482K -$35.2K -444 -7%
AFA
1305
Alpha Financial Advisors
North Carolina
$480K +$8.87K +112 +2%
NAS
1306
Nicolet Advisory Services
Wisconsin
$479K +$713 +9 +0.2%
WPW
1307
Watershed Private Wealth
Illinois
$478K -$19.2K -243 -4%
MCG
1308
McCollum Christoferson Group
New York
$478K – – –
SRC
1309
Sage Rhino Capital
California
$477K +$1.27K +16 +0.3%
LIM
1310
Leavell Investment Management
Alabama
$477K +$28.9K +365 +6%
IAG
1311
Investmark Advisory Group
Connecticut
$477K +$634 +8 +0.1%
MW
1312
Members Wealth
Pennsylvania
$476K +$422K +5,332 New
CWAF
1313
Core Wealth Advisors (Florida)
Florida
$475K – – –
LFP
1314
Lakeshore Financial Planning
Michigan
$475K – – –
JIR
1315
James Investment Research
Ohio
$474K – – –
HCP
1316
Hardin Capital Partners
South Carolina
$472K +$478K +6,028 New
HIP
1317
HUB Investment Partners
Texas
$471K -$14.3K -181 -3%
CP
1318
Creekside Partners
California
$471K +$476K +6,013 New
MFGP
1319
Marshall Financial Group (Pennsylvania)
Pennsylvania
$469K +$4.67K +59 +1%
WIA
1320
Wetzel Investment Advisors
Indiana
$469K +$1.03K +13 +0.2%
FGG
1321
Financial Guidance Group
Florida
$467K -$71K -896 -13%
CCM
1322
Colorado Capital Management
Colorado
$465K – – –
CWA
1323
Capital Wealth Alliance
Arizona
$465K +$73.1K +923 +18%
HIC
1324
Holderness Investments Company
North Carolina
$464K -$5.94K -75 -1%
CFS
1325
Cannon Financial Strategists
Georgia
$461K – – –
51 52
53
54 55

EFA Hedge Fund Activity: Q2 2024 in Review

1,849 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2024, worth a combined $44.5B — down 0.94% from $45B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EFA positions and 96 closed out — a net gain of 28 holders — while 648 added to existing stakes and 709 trimmed.

The largest buyer was BlackRock, adding an estimated $343M. The largest seller was Citigroup, cutting an estimated $313M.

  • 1,849 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2024, down from 1,850 in Q1 2024.
  • Funds reported $44.5B of iShares MSCI EAFE ETF stock for Q2 2024, down 0.94% quarter-over-quarter.
  • 124 funds opened new iShares MSCI EAFE ETF positions in Q2 2024 and 96 closed out, a net change of +28 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q2 2024 was BlackRock, an estimated $343M added.
  • The largest iShares MSCI EAFE ETF seller in Q2 2024 was Citigroup, an estimated $313M sold.

Based on aggregated 13F filings for Q2 2024.