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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
CTWM
1476
Cherry Tree Wealth Management
Minnesota
$343K – – –
QWM
1477
Quadcap Wealth Management
Texas
$342K +$63.2K +785 +24%
WA
1478
Wealthstream Advisors
New York
$340K – – –
EWM
1479
EPG Wealth Management
Georgia
$340K +$327K +4,062 New
FFO
1480
Fortitude Family Office
Arizona
$339K – – –
Luther King Capital Management (LKCM)
1481
Luther King Capital Management (LKCM)
Texas
$337K – – –
VPP
1482
Vertex Planning Partners
Illinois
$337K -$8.21K -102 -2%
CWP
1483
Concord Wealth Partners
Virginia
$335K – – –
CAM
1484
CPA Asset Management
Florida
$335K -$2.49K -31 -0.8%
GWCM
1485
Godshalk Welsh Capital Management
Pennsylvania
$335K +$16.1K +200 +5%
SWM
1486
Sendero Wealth Management
Texas
$334K – – –
DWS
1487
Discipline Wealth Solutions
South Carolina
$332K +$87.8K +1,091 +38%
MCM
1488
Morton Capital Management
California
$332K +$96.4K +1,198 +43%
KIA
1489
KCM Investment Advisors
California
$332K – – –
VFG
1490
Valley Financial Group
Pennsylvania
$330K – – –
AAMC
1491
Asset Allocation & Management Company
Illinois
$329K – – –
RBFC
1492
Roman Butler Fullerton & Co
Missouri
$329K -$1.18M -14,643 -78%
FVWA
1493
Foster Victor Wealth Advisors
South Carolina
$328K – – –
CAM
1494
Cozad Asset Management
Illinois
$328K – – –
AIM
1495
AHL Investment Management
Florida
$327K -$30.2K -375 -9%
CTA
1496
Colonial Trust Advisors
South Carolina
$324K -$2.9K -36 -0.9%
AIS
1497
American Investment Services
Massachusetts
$324K – – –
ACM
1498
Advisors Capital Management
New Jersey
$324K +$312K +3,875 New
SIM
1499
Stratos Investment Management
Ohio
$323K +$311K +3,863 New
CWA
1500
Cornerstone Wealth Advisors
Minnesota
$323K -$4.02K -50 -1%
58 59
60
61 62

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.