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
NAS
1301
Nicolet Advisory Services
Wisconsin
$550K +$43.5K +549 +8%
TT
1302
TI-Trust
Illinois
$548K
AC
1303
Avestar Capital
New York
$548K -$90.4K -1,142 -14%
WB
1304
West Bancorporation
Iowa
$546K -$78.4K -990 -12%
BTWM
1305
Baker Tilly Wealth Management
Wisconsin
$544K +$570K +7,196 New
OIA
1306
Optimum Investment Advisors
Illinois
$544K
JFA
1307
JNBA Financial Advisors
Minnesota
$543K
CANC
1308
Culbertson A N & Co
Virginia
$541K
OC
1309
Oarsman Capital
Wisconsin
$538K -$5.78K -73 -1%
IF
1310
Intrua Financial
Texas
$537K -$32.5K -411 -5%
PI
1311
PFG Investments
New York
$537K +$44.7K +565 +9%
BW
1312
Bison Wealth
Georgia
$534K -$32.9K -415 -6%
JFG
1313
JDM Financial Group
Texas
$534K
AA
1314
Ancora Advisors
Ohio
$533K -$153K -1,930 -21%
VCP
1315
Vista Capital Partners
Oregon
$533K
Victory Capital Management
1316
Victory Capital Management
Texas
$533K -$1.5K -19 -0.3%
AIM
1317
Anchor Investment Management
South Carolina
$533K +$5.46K +69 +1%
William Blair Investment Management
1318
William Blair Investment Management
Illinois
$532K +$529K +6,676 +1,849%
FAC
1319
Financial Advisory Corporation
Michigan
$532K +$557K +7,033 New
AC
1320
AWM Capital
Arizona
$531K -$1.43K -18 -0.3%
TDWM
1321
Topel & Distasi Wealth Management
California
$531K
BST
1322
Bath Savings Trust
Maine
$530K -$3.96K -50 -0.7%
SAW
1323
Signal Advisors Wealth
Michigan
$530K +$43.2K +545 +8%
JWBC
1324
John W. Brooker & Co
California
$529K +$28.9K +365 +6%
CFS
1325
CGC Financial Services
Oregon
$527K

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.