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iShares MSCI EAFE ETF
EFA

1,849 hedge funds and large institutions have $44.5B invested in iShares MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 648 increasing their positions, 709 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 96

0% less funds holding

Funds holding: 1,850 → 1,849 (-1)

0.54% less ownership

Funds ownership: 83.95% → 83.41% (-0.54%)

1% less capital invested

Capital invested by funds: $45B → $44.5B (-$424M)

9% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 709

5% less funds holding in top 10

Funds holding in top 10: 156 → 148 (-8)

36% less call options, than puts

Call options by funds: $5.37B | Put options by funds: $8.44B

Holders
1,849
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
26.7%
Holding in Top 10
148
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.13%
% of All Funds
2.14%
New
124
Increased
648
Reduced
709
Closed
96
Calls
$5.37B
Puts
$8.44B
Net Calls
-$3.06B
Net Calls Change
+$744M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$343M
2
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$255M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$173M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$139M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$136M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$313M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$282M
3
JP Morgan Chase
JP Morgan Chase
New York
-$256M
4
Morgan Stanley
Morgan Stanley
New York
-$209M
5
Cerity Partners
Cerity Partners
New York
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1526
Greylin Investment Management
Virginia
$267K – – –
AT
1527
Arden Trust
Delaware
$267K -$13.6K -172 -5%
MPM
1528
Meritage Portfolio Management
Kansas
$267K +$34.5K +435 +15%
MSG
1529
Main Street Group
Virginia
$266K – – –
BIA
1530
Bigelow Investment Advisors
Maine
$266K – – –
TWM
1531
TMD Wealth Management
Arizona
$266K – – –
AWM
1532
Aprio Wealth Management
Georgia
$265K – – –
SIG
1533
Sargent Investment Group
Maryland
$264K – – –
BCA
1534
Ballentine Capital Advisors
South Carolina
$263K – – –
S
1535
SignatureFD
Georgia
$263K -$78.1K -986 -23%
EFP
1536
Elser Financial Planning
Indiana
$263K +$266K +3,359 New
HDIM
1537
Hanson & Doremus Investment Management
Vermont
$263K – – –
LFS
1538
Lutz Financial Services
Nebraska
$263K – – –
WPWM
1539
Windward Private Wealth Management
Kansas
$262K -$7.05K -89 -3%
MFA
1540
McClarren Financial Advisors
Pennsylvania
$262K -$224K -2,824 -86%
MWA
1541
Motive Wealth Advisors
Michigan
$262K – – –
WPA
1542
West Paces Advisors
Georgia
$262K – – –
SGK
1543
Steigerwald Gordon & Koch
Virginia
$261K +$54.3K +685 +26%
PPC
1544
Park Place Capital
Alabama
$261K +$158 +2 +0.1%
HCP
1545
Holt Capital Partners
Texas
$260K – – –
GIA
1546
Guyasuta Investment Advisors
Pennsylvania
$260K – – –
MFA
1547
Morling Financial Advisors
California
$260K -$17.4K -220 -6%
QWM
1548
Quadcap Wealth Management
Texas
$259K +$262K +3,307 New
WC
1549
Whitney & Co
New York
$258K – – –
HWM
1550
HighMark Wealth Management
Minnesota
$258K – – –
60 61
62
63 64

EFA Hedge Fund Activity: Q2 2024 in Review

1,849 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2024, worth a combined $44.5B — down 0.94% from $45B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EFA positions and 96 closed out — a net gain of 28 holders — while 648 added to existing stakes and 709 trimmed.

The largest buyer was BlackRock, adding an estimated $343M. The largest seller was Citigroup, cutting an estimated $313M.

  • 1,849 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2024, down from 1,850 in Q1 2024.
  • Funds reported $44.5B of iShares MSCI EAFE ETF stock for Q2 2024, down 0.94% quarter-over-quarter.
  • 124 funds opened new iShares MSCI EAFE ETF positions in Q2 2024 and 96 closed out, a net change of +28 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q2 2024 was BlackRock, an estimated $343M added.
  • The largest iShares MSCI EAFE ETF seller in Q2 2024 was Citigroup, an estimated $313M sold.

Based on aggregated 13F filings for Q2 2024.