We are live on ! Find out more
EFA icon

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
FF
1401
Farrell Financial
New York
$445K -$317 -4 -0.1%
CFS
1402
Cannon Financial Strategists
Georgia
$445K
THCM
1403
Taylor Hoffman Capital Management
Virginia
$444K
WIA
1404
Wetzel Investment Advisors
Indiana
$439K -$2.22K -28 -0.5%
BCP
1405
Berkeley Capital Partners
Georgia
$437K +$11K +139 +2%
PSP
1406
Pacific Sage Partners
Washington
$434K +$2.3K +29 +0.5%
SWA
1407
Sightline Wealth Advisors
Connecticut
$433K +$2.14K +27 +0.5%
LWMNY
1408
Landmark Wealth Management (New York)
New York
$433K +$10.3K +130 +2%
WFA
1409
WestHill Financial Advisors
California
$430K +$950 +12 +0.2%
AIC
1410
Argus Investors Counsel
New York
$429K +$161K +2,037 +56%
RFA
1411
RTD Financial Advisors
Pennsylvania
$427K -$5.23K -66 -1%
BF
1412
Bonfire Financial
Colorado
$427K +$447K +5,646 New
FTA
1413
Financial & Tax Architects
Missouri
$426K -$17.9M -225,665 -98%
IAIM
1414
International Assets Investment Management
Florida
$425K -$35.7M -450,925 -99%
SPWM
1415
Schrum Private Wealth Management
Florida
$425K -$475K -5,999 -52%
FFM
1416
Forum Financial Management
Illinois
$424K
CC
1417
Callan Capital
California
$420K +$6.1K +77 +1%
WDG
1418
Wealth Dimensions Group
Ohio
$420K +$70.4K +889 +19%
PBF
1419
Petix & Botte Financial
California
$419K
CNBTD
1420
Citizens National Bank Trust Department
Mississippi
$419K
CA
1421
Continuum Advisory
Idaho
$418K +$17.7K +224 +4%
LRWA
1422
Long Run Wealth Advisors
New York
$416K +$6.02K +76 +1%
PA
1423
PFG Advisors
Arizona
$416K -$76.1K -961 -15%
LIM
1424
Leavell Investment Management
Alabama
$415K -$2.06K -26 -0.5%
WLPWM
1425
Walled Lake Planning & Wealth Management
Illinois
$415K

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.