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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
BSA
1501
Bull Street Advisors
Georgia
$322K – – –
CHAM
1502
Clear Harbor Asset Management
Connecticut
$320K – – –
Wealthfront Advisers
1503
Wealthfront Advisers
California
$319K -$2.41K -30 -0.8%
GI
1504
GAMMA Investing
California
$318K +$47.5K +590 +18%
MRCM
1505
M&R Capital Management
New Jersey
$317K +$644 +8 +0.2%
JFGLC
1506
Johnson Financial Group LLC (Colorado)
Colorado
$317K +$305K +3,794 New
PFC
1507
Phocas Financial Corp
California
$314K – – –
EFA
1508
Evernest Financial Advisors
Indiana
$314K – – –
MWA
1509
Merkkuri Wealth Advisors
New York
$313K – – –
EFG
1510
Ethos Financial Group
Pennsylvania
$312K +$100K +1,247 +50%
KCM
1511
Kathmere Capital Management
Pennsylvania
$310K – – –
NLP
1512
Next Level Private
New York
$308K – – –
MSCM
1513
McElhenny Sheffield Capital Management
Texas
$307K +$3.78K +47 +1%
CA
1514
Cortland Associates
Missouri
$307K – – –
NA
1515
Nottingham Advisors
New York
$306K +$12.8K +159 +5%
GC
1516
Gibson Capital
Pennsylvania
$305K – – –
AIC
1517
Argus Investors Counsel
New York
$304K +$10.1K +125 +4%
HIS
1518
Horizon Investment Services
Indiana
$303K – – –
MMG
1519
Monetary Management Group
Missouri
$301K – – –
RMC
1520
Resources Management Corp
Connecticut
$300K -$4.02K -50 -1%
WPW
1521
Watershed Private Wealth
Illinois
$299K -$204K -2,531 -41%
RIG
1522
RiverFront Investment Group
Virginia
$299K -$27.9K -347 -9%
AWM
1523
Abound Wealth Management
Tennessee
$298K – – –
HWM
1524
Hassell Wealth Management
Louisiana
$297K -$73.2K -910 -20%
BFG
1525
Berger Financial Group
Minnesota
$297K – – –
59 60
61
62 63

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.