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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
KFI
1401
Key Financial Inc
Pennsylvania
$424K – – –
OSNBOA
1402
Old Second National Bank of Aurora
Illinois
$424K -$30.1K -374 -7%
HWA
1403
HCR Wealth Advisors
California
$423K – – –
GIA
1404
GHP Investment Advisors
Colorado
$423K -$120K -1,490 -23%
MAS
1405
Meeder Advisory Services
Ohio
$422K +$172K +2,136 +73%
ARA
1406
Alexander Randolph Advisory
Virginia
$422K – – –
EGWAG
1407
Elwood & Goetz Wealth Advisory Group
Georgia
$421K – – –
FWM
1408
Forza Wealth Management
Florida
$418K – – –
GLA
1409
Great Lakes Advisors
Illinois
$418K – – –
APW
1410
Acima Private Wealth
Virginia
$416K -$302K -3,755 -43%
IFA
1411
Index Fund Advisors
California
$414K -$12.5K -155 -3%
WA
1412
Wealth Architects
California
$413K -$36.5K -454 -8%
GD
1413
Grandfield & Dodd
New York
$412K -$1.61K -20 -0.4%
O3W
1414
Omni 360 Wealth
New Jersey
$411K – – –
CA
1415
Continuum Advisory
Idaho
$410K +$60.2K +748 +16%
GCA
1416
Gradient Capital Advisors
California
$409K – – –
GAMC
1417
Garner Asset Management Corp
Texas
$407K – – –
SS
1418
Sound Stewardship
Kansas
$405K – – –
DCM
1419
Donaldson Capital Management
Indiana
$405K – – –
DFC
1420
DBK Financial Counsel
Ohio
$402K – – –
TWP
1421
TFO Wealth Partners
Ohio
$401K – – –
PWMAG
1422
Pinnacle Wealth Management Advisory Group
New Jersey
$398K – – –
SIA
1423
SkyView Investment Advisors
New Jersey
$397K +$32.5K +404 +9%
TWP
1424
Total Wealth Planning
Ohio
$396K – – –
VI
1425
Vestcor Inc
New Brunswick, Canada
$393K +$5.63K +70 +2%
55 56
57
58 59

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.