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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
ST
1326
Sabal Trust
Florida
$526K -$15.8K -200 -3%
TFG
1327
Tilson Financial Group
New Jersey
$526K
AAM
1328
Austin Asset Management
Texas
$526K
RIG
1329
RiverFront Investment Group
Virginia
$524K +$266K +3,362 +94%
MFG
1330
Magnus Financial Group
New York
$522K -$16.2K -204 -3%
CAM
1331
Carret Asset Management
New York
$521K -$565K -7,134 -51%
MDA
1332
Minot DeBlois Advisors
Massachusetts
$518K +$543K +6,855 New
SI
1333
SimpliFi Inc
California
$517K +$871 +11 +0.2%
SL
1334
Sentry LLC
Tennessee
$517K
SAM
1335
SignalPoint Asset Management
Missouri
$516K
IWS
1336
Insight Wealth Strategies
California
$516K +$52.9K +668 +11%
FWM
1337
Fairhaven Wealth Management
Illinois
$513K +$396 +5 +0.1%
DWAM
1338
Duncan Williams Asset Management
Tennessee
$511K +$198K +2,506 +59%
BAMG
1339
Brand Asset Management Group
Missouri
$509K
TFM
1340
TFC Financial Management
Massachusetts
$508K
STCOSD
1341
Sageworth Trust Company of South Dakota
South Dakota
$507K
MA
1342
Montag & Associates
Georgia
$506K -$246K -3,104 -32%
ATI
1343
ARK & TLK Investments
Oklahoma
$504K +$38.3K +484 +8%
CMAI
1344
Capital Management Associates Inc
Minnesota
$503K -$34.8K -440 -6%
AWA
1345
ARQ Wealth Advisors
Arizona
$503K -$16.7K -211 -3%
FCM
1346
Fogel Capital Management
Florida
$501K +$27.3K +345 +5%
ST
1347
Spinnaker Trust
Maine
$500K
JFG
1348
Jefferies Financial Group
New York
$500K +$524K +6,611 New
EP
1349
Edgestream Partners
New Jersey
$499K +$523K +6,602 New
MWC
1350
MKD Wealth Coaches
Michigan
$492K +$516K +6,513 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.