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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
CIAS
1376
CBIZ Investment Advisory Services
Ohio
$467K +$2.85K +36 +0.6%
SNBOSD
1377
Security National Bank of So Dak
Iowa
$467K
LWM
1378
LJI Wealth Management
Indiana
$466K +$24.7K +312 +5%
PBK
1379
Peoples Bank (Kansas)
Kansas
$464K -$7.92K -100 -2%
BCM
1380
Brookstone Capital Management
Illinois
$463K -$12.2K -154 -2%
IAG
1381
Investmark Advisory Group
Connecticut
$462K +$2.06K +26 +0.4%
NFG
1382
Nations Financial Group
Iowa
$460K -$12.7K -160 -3%
TRCT
1383
Tower Research Capital (TRC)
New York
$459K -$23.8K -301 -5%
CWAF
1384
Core Wealth Advisors (Florida)
Florida
$459K
LFP
1385
Lakeshore Financial Planning
Michigan
$459K
CP
1386
Creekside Partners
California
$459K +$4.36K +55 +0.9%
CF
1387
Clarity Financial
Texas
$458K -$117K -1,478 -20%
JIR
1388
James Investment Research
Ohio
$458K
HPBT
1389
Hickory Point Bank & Trust
Illinois
$457K +$483K +6,105 New
SCA
1390
Sage Capital Advisors
South Dakota
$457K -$64.7K -817 -12%
MFGP
1391
Marshall Financial Group (Pennsylvania)
Pennsylvania
$457K +$3.72K +47 +0.8%
OA
1392
Operose Advisors
Wisconsin
$456K +$321K +4,051 +205%
HCP
1393
Hardin Capital Partners
South Carolina
$456K
AWM
1394
Aberdeen Wealth Management
Illinois
$455K -$7.92K -100 -2%
MWM
1395
Marion Wealth Management
Pennsylvania
$455K
DFC
1396
DB Fitzpatrick & Co
Idaho
$454K -$119K -1,500 -20%
FIA
1397
Foundations Investment Advisors
Arizona
$451K -$578K -7,296 -55%
BFIM
1398
Beese Fulmer Investment Management
Ohio
$451K +$317 +4 +0.1%
CCM
1399
Colorado Capital Management
Colorado
$447K +$1.66K +21 +0.4%
HPC
1400
HM Payson & Co
Maine
$446K +$42.8K +540 +10%

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.