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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
TWM
1526
Tradition Wealth Management
Minnesota
$326K +$950 +12 +0.3%
CST
1527
Charles Schwab Trust
Nevada
$325K
CK
1528
Cohen Klingenstein
New York
$325K
UF
1529
Univest Financial
Pennsylvania
$325K
HIP
1530
HUB Investment Partners
Texas
$325K -$85.1K -1,074 -20%
FNWM
1531
Financial Network Wealth Management
Utah
$324K
NAG
1532
Northstar Advisory Group
New Jersey
$323K +$125K +1,582 +59%
SC
1533
Searle & Co
Connecticut
$323K
SWP
1534
ShoreHaven Wealth Partners
New Jersey
$323K +$338K +4,269 New
EGWAG
1535
Elwood & Goetz Wealth Advisory Group
Georgia
$323K -$60.6K -765 -15%
NCTC
1536
New Covenant Trust Company
Indiana
$322K
Wealthfront Advisers
1537
Wealthfront Advisers
California
$320K +$33.3K +420 +11%
SCA
1538
SMH Capital Advisors
Texas
$320K +$1.03K +13 +0.3%
IA
1539
Insight Advisors
Pennsylvania
$319K -$26.9K -340 -7%
FA
1540
Financial Alternatives
California
$318K
FCCM
1541
First City Capital Management
Georgia
$318K
AWP
1542
Axis Wealth Partners
Rhode Island
$316K +$331K +4,176 New
TFO
1543
Timonier Family Office
North Carolina
$315K +$330K +4,169 New
AGA
1544
Arkos Global Advisors
Texas
$314K
FG
1545
Fiduciary Group
Georgia
$313K -$95.1K -1,201 -22%
AWA
1546
Acorn Wealth Advisors
Michigan
$312K -$10.5K -132 -3%
HIS
1547
Horizon Investment Services
Indiana
$312K +$39.6K +500 +14%
TCG
1548
Transcendent Capital Group
Oklahoma
$311K +$158 +2 +0%
MWML
1549
M Wealth Management LLC
California
$311K +$326K +4,111 New
DAS
1550
Diversify Advisory Services
Utah
$309K +$326K +4,114 New

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.