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iShares MSCI EAFE ETF
EFA

1,855 hedge funds and large institutions have $45.6B invested in iShares MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 546 increasing their positions, 715 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 85

7% more funds holding in top 10

Funds holding in top 10: 148 → 159 (+11)

2% more capital invested

Capital invested by funds: $44.5B → $45.6B (+$1.07B)

0% more funds holding

Funds holding: 1,849 → 1,855 (+6)

5.29% less ownership

Funds ownership: 83.41% → 78.13% (-5.3%)

24% less repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 715

32% less call options, than puts

Call options by funds: $6.3B | Put options by funds: $9.32B

Holders
1,855
Holders Change
+6
Holders Change %
+0.32%
% of All Funds
26.63%
Holding in Top 10
159
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+7.43%
% of All Funds
2.28%
New
120
Increased
546
Reduced
715
Closed
85
Calls
$6.3B
Puts
$9.32B
Net Calls
-$3.02B
Net Calls Change
+$43.7M

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$152M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$145M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$139M
4
HMH
Hackensack Meridian Health
New Jersey
+$123M
5
Cerity Partners
Cerity Partners
New York
+$119M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$296M
3
JP Morgan Chase
JP Morgan Chase
New York
-$290M
4
SP
Stairway Partners
Illinois
-$209M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$118M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1351
Berkeley Capital Partners
Georgia
$472K -$5.31K -66 -1%
APW
1352
Aurora Private Wealth
New Jersey
$472K -$7.24K -90 -2%
FNBTCON
1353
First National Bank & Trust Co of Newtown
Pennsylvania
$471K – – –
FFM
1354
Forum Financial Management
Illinois
$469K -$53.3K -662 -11%
SCM
1355
SOL Capital Management
Maryland
$468K – – –
LWMNY
1356
Landmark Wealth Management (New York)
New York
$468K +$451K +5,600 New
TCM
1357
Telos Capital Management
California
$467K +$64.1K +797 +17%
FF
1358
Farrell Financial
New York
$467K +$4.1K +51 +0.9%
THCM
1359
Taylor Hoffman Capital Management
Virginia
$466K +$473K +5,877 New
YIA
1360
YHB Investment Advisors
Connecticut
$464K – – –
PBF
1361
Petix & Botte Financial
California
$464K – – –
CNBTD
1362
Citizens National Bank Trust Department
Mississippi
$463K – – –
LIM
1363
Leavell Investment Management
Alabama
$461K -$46.6K -579 -10%
WLPWM
1364
Walled Lake Planning & Wealth Management
Illinois
$459K -$8.21K -102 -2%
HCA
1365
Horan Capital Advisors
Ohio
$458K – – –
CC
1366
Callan Capital
California
$458K – – –
BC
1367
Bricktown Capital
Michigan
$457K – – –
TAM
1368
Tucker Asset Management
Colorado
$456K +$3.94K +49 +0.9%
RPWA
1369
Regent Peak Wealth Advisors
Georgia
$455K -$24.1K -300 -5%
LRWA
1370
Long Run Wealth Advisors
New York
$454K – – –
SMA
1371
Seven Mile Advisory
New Jersey
$451K – – –
HIP
1372
HUB Investment Partners
Texas
$449K -$52.1K -647 -11%
FFG
1373
Frisch Financial Group
New York
$449K -$1.93K -24 -0.4%
CWM
1374
Castle Wealth Management
Florida
$449K – – –
HPC
1375
HM Payson & Co
Maine
$449K -$12.9K -160 -3%
53 54
55
56 57

EFA Hedge Fund Activity: Q3 2024 in Review

1,855 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2024, worth a combined $45.6B — up 2.4% from $44.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new EFA positions and 85 closed out — a net gain of 35 holders — while 546 added to existing stakes and 715 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $152M. The largest seller was BlackRock, cutting an estimated $1.61B.

  • 1,855 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2024, up from 1,849 in Q2 2024.
  • Funds reported $45.6B of iShares MSCI EAFE ETF stock for Q3 2024, up 2.4% quarter-over-quarter.
  • 120 funds opened new iShares MSCI EAFE ETF positions in Q3 2024 and 85 closed out, a net change of +35 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $152M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2024 was BlackRock, an estimated $1.61B sold.

Based on aggregated 13F filings for Q3 2024.