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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
BFA
1526
Bill Few Associates
Pennsylvania
$297K +$35K +435 +14%
KBFS
1527
Kohmann Bosshard Financial Services
Ohio
$297K – – –
BWM
1528
BKM Wealth Management
Wisconsin
$296K -$8.93K -111 -3%
EK
1529
Evensky & Katz
Florida
$296K +$39.4K +490 +16%
ASC
1530
Atalanta Sosnoff Capital
New York
$295K -$66.4K -825 -19%
MWM
1531
MorganRosel Wealth Management
Colorado
$295K – – –
Russell Investments Group
1532
Russell Investments Group
United Kingdom
$291K +$48.5K +603 +21%
FWM
1533
Fonville Wealth Management
Virginia
$290K +$279K +3,464 New
GIA
1534
Guyasuta Investment Advisors
Pennsylvania
$289K – – –
RWM
1535
Ritholtz Wealth Management
New York
$289K -$87.4K -1,086 -24%
PJWM
1536
Philip James Wealth Mangement
Georgia
$285K +$275K +3,412 New
MSG
1537
Main Street Group
Virginia
$284K – – –
AWM
1538
Aprio Wealth Management
Georgia
$283K – – –
SIG
1539
Sargent Investment Group
Maryland
$281K – – –
BCA
1540
Ballentine Capital Advisors
South Carolina
$281K – – –
HDIM
1541
Hanson & Doremus Investment Management
Vermont
$281K – – –
EFP
1542
Elser Financial Planning
Indiana
$281K – – –
CPA
1543
Capital Performance Advisors
California
$281K +$10.7K +133 +4%
LFS
1544
Lutz Financial Services
Nebraska
$281K – – –
WPWM
1545
Windward Private Wealth Management
Kansas
$280K – – –
WPA
1546
West Paces Advisors
Georgia
$279K – – –
JCM
1547
Jacobi Capital Management
Pennsylvania
$279K +$11.4K +142 +4%
PPC
1548
Park Place Capital
Alabama
$279K – – –
HCP
1549
Holt Capital Partners
Texas
$278K – – –
MFA
1550
Morling Financial Advisors
California
$277K – – –
60 61
62
63 64

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.