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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
CNBTD
1351
Citizens National Bank Trust Department
Mississippi
$434K -$1.19K -15 -0.3%
HPC
1352
HM Payson & Co
Maine
$433K – – –
HCA
1353
Horan Capital Advisors
Ohio
$429K – – –
CC
1354
Callan Capital
California
$429K -$73.4K -926 -14%
CSS
1355
Cubist Systematic Strategies
Connecticut
$429K -$82.7K -1,044 -16%
FG
1356
Fiduciary Group
Georgia
$428K +$792 +10 +0.2%
BC
1357
Bricktown Capital
Michigan
$428K -$6.97M -88,042 -94%
OSNBOA
1358
Old Second National Bank of Aurora
Illinois
$426K -$108K -1,360 -20%
LRWA
1359
Long Run Wealth Advisors
New York
$425K – – –
TAM
1360
Tucker Asset Management
Colorado
$423K +$412K +5,206 +2,603%
FFG
1361
Frisch Financial Group
New York
$423K -$56.6K -714 -12%
SMA
1362
Seven Mile Advisory
New Jersey
$422K +$158 +2 +0%
WA
1363
Wealth Architects
California
$422K -$1.43K -18 -0.3%
ZIM
1364
Zacks Investment Management
Illinois
$422K +$634 +8 +0.1%
CWM
1365
Castle Wealth Management
Florida
$420K -$10.1K -128 -2%
NG
1366
Northstar Group
New York
$419K -$178K -2,250 -30%
SIC
1367
Samalin Investment Counsel
New York
$419K +$4.2K +53 +1%
VCP
1368
Vista Capital Partners
Oregon
$418K +$32.1K +405 +8%
GFPC
1369
Global Financial Private Client
Florida
$417K – – –
WA
1370
WP Advisors
California
$416K +$7.45K +94 +2%
NSAM
1371
North Star Asset Management
Wisconsin
$412K -$1.98K -25 -0.5%
BFC
1372
Blue Fin Capital
Rhode Island
$411K -$37.2K -469 -8%
MA
1373
MKT Advisors
California
$410K +$10.8K +136 +3%
CB
1374
CNB Bank
Pennsylvania
$410K – – –
BBW
1375
Blue Barn Wealth
Utah
$409K +$3.33K +42 +0.8%
53 54
55
56 57

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.