We are live on ! Find out more
EFA icon

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
AFP
1426
Ausdal Financial Partners
Iowa
$393K -$4.42K -55 -1%
WWM
1427
Wolff Wiese Magana
California
$392K +$212K +2,630 +127%
SB
1428
Strategic Blueprint
Georgia
$392K -$74K -920 -16%
CAM
1429
Councilmark Asset Management
Tennessee
$391K – – –
IWM
1430
Integris Wealth Management
California
$391K – – –
WDG
1431
Wealth Dimensions Group
Ohio
$390K -$18.3K -227 -5%
NCM
1432
Northside Capital Management
Oregon
$388K – – –
DWM
1433
Dakota Wealth Management
Florida
$388K -$1.37K -17 -0.4%
MF
1434
Meridian Financial
Massachusetts
$385K – – –
Capstone Investment Advisors
1435
Capstone Investment Advisors
New York
$383K +$369K +4,583 +458,300%
IA
1436
Insight Advisors
Pennsylvania
$382K -$6.2K -77 -2%
GCM
1437
Gallacher Capital Management
Colorado
$381K – – –
FPGK
1438
Financial Partners Group (Kansas)
Kansas
$379K – – –
VF
1439
Vawter Financial
Ohio
$379K – – –
IIM
1440
Ipswich Investment Management
Massachusetts
$378K -$1.61K -20 -0.4%
SF
1441
Symphony Financial
Texas
$377K – – –
HWA
1442
Hillcrest Wealth Advisors
New Jersey
$376K – – –
WA
1443
WP Advisors
California
$374K -$66.7K -829 -16%
MFP
1444
Meridian Financial Partners
Virginia
$373K +$358K +4,455 New
VP
1445
Verum Partners
North Carolina
$370K – – –
IFA
1446
Interactive Financial Advisors
Illinois
$370K +$3.14K +39 +0.9%
USWIA
1447
UP Strategic Wealth Investment Advisors
Pennsylvania
$369K – – –
BA
1448
Bellwether Advisors
Nebraska
$368K +$6.68K +83 +2%
CCA
1449
Carrera Capital Advisors
Michigan
$366K +$60.2K +748 +21%
DIM
1450
Delta Investment Management
California
$362K – – –
56 57
58
59 60

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.