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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
YIA
1426
YHB Investment Advisors
Connecticut
$414K -$5.94K -75 -1%
SIC
1427
Samalin Investment Counsel
New York
$413K +$9.35K +118 +2%
AZ
1428
Alpha Zero
Florida
$411K +$430K +5,432 New
FPL
1429
Fortress Private Ledger
North Carolina
$411K +$430K +5,432 New
PCWA
1430
Pacific Capital Wealth Advisors
California
$410K +$301K +3,796 +233%
FFG
1431
Frisch Financial Group
New York
$409K +$2.93K +37 +0.7%
SMA
1432
Seven Mile Advisory
New Jersey
$408K
CWM
1433
Castle Wealth Management
Florida
$406K
BBW
1434
Blue Barn Wealth
Utah
$405K +$10.5K +132 +3%
TCM
1435
Telos Capital Management
California
$405K -$18K -227 -4%
SFG
1436
Sage Financial Group
Pennsylvania
$404K -$70.8K -894 -14%
CFG
1437
Copley Financial Group
California
$403K +$163K +2,056 +63%
GFPC
1438
Global Financial Private Client
Florida
$402K
DWM
1439
Dakota Wealth Management
Florida
$400K +$51.8K +654 +14%
DCM
1440
Donaldson Capital Management
Indiana
$399K +$34.5K +435 +9%
CPC
1441
Consolidated Planning Corp
Georgia
$398K +$81.3K +1,027 +24%
CWM
1442
ClientFirst Wealth Management
Arkansas
$397K +$416K +5,250 New
CB
1443
CNB Bank
Pennsylvania
$396K -$79 -1 -0%
PSA
1444
Plum Street Advisors
Louisiana
$394K +$5.07K +64 +1%
GIA
1445
GHP Investment Advisors
Colorado
$393K +$11.6K +146 +3%
PTB
1446
Pioneer Trust Bank
Oregon
$393K
NSAM
1447
North Star Asset Management
Wisconsin
$392K -$3.96K -50 -1%
BFA
1448
Bragg Financial Advisors
North Carolina
$392K -$13.5K -171 -3%
CTI
1449
Community Trust & Investment
Kentucky
$392K -$39.6K -500 -9%
NAM
1450
NorthCrest Asset Manangement
Minnesota
$392K -$7.37K -93 -2%

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.