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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
WA
1501
WP Advisors
California
$343K +$4.99K +63 +1%
SB
1502
Strategic Blueprint
Georgia
$343K -$12.4K -157 -3%
VF
1503
Vawter Financial
Ohio
$343K
APW
1504
Aventura Private Wealth
Florida
$343K +$359K +4,531 New
IIM
1505
Ipswich Investment Management
Massachusetts
$342K
NWA
1506
Navis Wealth Advisors
New York
$341K +$357K +4,514 New
EIA
1507
Eldridge Investment Advisors
New Hampshire
$341K +$19.8K +250 +6%
HWA
1508
Hillcrest Wealth Advisors
New Jersey
$340K
AIS
1509
American Investment Services
Massachusetts
$339K +$47.4K +598 +15%
HFS
1510
HBC Financial Services
Washington
$338K +$5.23K +66 +1%
MFP
1511
Meridian Financial Partners
Virginia
$337K
IFA
1512
Interactive Financial Advisors
Illinois
$336K +$1.5K +19 +0.4%
CCA
1513
Carrera Capital Advisors
Michigan
$335K +$4.28K +54 +1%
JGCM
1514
Joseph Group Capital Management
Ohio
$335K +$185K +2,341 +112%
VP
1515
Verum Partners
North Carolina
$335K
BIM
1516
Baldwin Investment Management
Pennsylvania
$335K +$351K +4,428 New
NBWM
1517
North Berkeley Wealth Management
California
$334K +$350K +4,423 New
USWIA
1518
UP Strategic Wealth Investment Advisors
Pennsylvania
$333K
EFS
1519
Essex Financial Services
Connecticut
$333K +$5.23K +66 +2%
BA
1520
Bellwether Advisors
Nebraska
$333K
SCM
1521
Shelton Capital Management
Colorado
$327K +$123K +1,555 +56%
DIM
1522
Delta Investment Management
California
$327K
MIC
1523
Meridian Investment Counsel
California
$327K -$119K -1,500 -26%
FI
1524
Financial Insights
Washington
$327K -$851K -10,745 -71%
BWFA
1525
Baltimore-Washington Financial Advisors
Maryland
$326K +$79 +1 +0%

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.