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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
GD
1476
Grandfield & Dodd
New York
$372K
Russell Investments Group
1477
Russell Investments Group
United Kingdom
$370K +$112K +1,416 +41%
IWM
1478
Integris Wealth Management
California
$370K +$17.3K +219 +5%
AI
1479
Axos Invest
Nevada
$370K -$22.2K -280 -5%
GCA
1480
Gradient Capital Advisors
California
$369K
O3W
1481
Omni 360 Wealth
New Jersey
$367K -$4.91K -62 -1%
WA
1482
Wealth Architects
California
$366K -$6.97K -88 -2%
GWA
1483
Gutierrez Wealth Advisory
Arkansas
$365K +$383K +4,833 New
DFC
1484
DBK Financial Counsel
Ohio
$363K
TWA
1485
Trace Wealth Advisors
California
$363K +$380K +4,800 New
MAS
1486
Meeder Advisory Services
Ohio
$363K -$20K -252 -5%
MW
1487
Members Wealth
Pennsylvania
$360K +$353K +4,458 New
RWM
1488
Rockwood Wealth Management
Pennsylvania
$358K +$375K +4,734 New
AFP
1489
Ausdal Financial Partners
Iowa
$358K +$2.38K +30 +0.6%
MA
1490
MKT Advisors
California
$357K -$58.9K -744 -14%
WWM
1491
Wolff Wiese Magana
California
$356K +$1.27K +16 +0.3%
RL
1492
Rogco LP
Oklahoma
$355K -$273K -3,441 -42%
CAM
1493
Councilmark Asset Management
Tennessee
$354K
PWMAG
1494
Pinnacle Wealth Management Advisory Group
New Jersey
$352K -$7.92K -100 -2%
FFO
1495
Fortitude Family Office
Arizona
$352K +$47.3K +597 +15%
NCM
1496
Northside Capital Management
Oregon
$351K
MF
1497
Meridian Financial
Massachusetts
$349K +$1.03K +13 +0.3%
SA
1498
Sovran Advisors
California
$349K +$368K +4,644 New
ACM
1499
Advisors Capital Management
New Jersey
$345K +$54.9K +693 +18%
FPGK
1500
Financial Partners Group (Kansas)
Kansas
$343K +$396 +5 +0.1%

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.