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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
LCM
1351
Leisure Capital Management
California
$491K
OFS
1352
OneAscent Financial Services
Alabama
$490K +$514K +6,486 New
HWM
1353
Howard Wealth Management
Connecticut
$487K +$2.61K +33 +0.5%
HAS
1354
Horizon Advisory Services
New York
$486K -$153K -1,931 -23%
FWM
1355
Foguth Wealth Management
Michigan
$486K -$15.7K -198 -3%
CAM
1356
CenterStar Asset Management
Illinois
$485K +$509K +6,423 New
TBWA
1357
Three Bridge Wealth Advisors
California
$484K -$2.97M -37,488 -85%
BSB
1358
Bangor Savings Bank
Maine
$482K -$2.06K -26 -0.4%
FNBTCON
1359
First National Bank & Trust Co of Newtown
Pennsylvania
$482K +$59K +745 +13%
HCA
1360
Horan Capital Advisors
Ohio
$481K +$70.6K +891 +16%
BIM
1361
Bridges Investment Management
Nebraska
$481K -$95K -1,200 -16%
CCP
1362
Clarkston Capital Partners
Michigan
$477K
LWCFA
1363
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$476K
D
1364
Dentgroup
Louisiana
$476K -$13K -164 -3%
MWM
1365
Mascoma Wealth Management
New Hampshire
$474K
BDFN
1366
Bond & Devick Financial Network
Minnesota
$473K
AFA
1367
Alpha Financial Advisors
North Carolina
$472K +$7.37K +93 +2%
MFG
1368
Monte Financial Group
Connecticut
$472K -$51.5K -650 -9%
CAM
1369
Close Asset Management
United Kingdom
$471K
OFP
1370
OFC Financial Planning
New Jersey
$471K +$493K +6,223 New
TCC
1371
Trans-Canada Capital
Quebec, Canada
$469K +$238K +2,999 New
SCM
1372
SOL Capital Management
Maryland
$469K +$47.5K +600 +11%
SRC
1373
Sage Rhino Capital
California
$469K +$7.29K +92 +2%
GWM
1374
Greenwich Wealth Management
Connecticut
$468K
BFG
1375
Beacon Financial Group
Texas
$467K +$489K +6,177 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.