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iShares MSCI EAFE ETF
EFA

1,854 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: 1,848 → 1,854 (+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
1,854
Holders Change
+6
Holders Change %
+0.32%
% of All Funds
26.62%
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
WC
1551
Whitney & Co
New York
$276K – – –
HWM
1552
HighMark Wealth Management
Minnesota
$276K – – –
RW
1553
Rede Wealth
Virginia
$275K – – –
CIC
1554
Chilton Investment Company
Connecticut
$274K – – –
FA
1555
Financial Advisors
Massachusetts
$274K +$21.2K +263 +9%
CFG
1556
Copley Financial Group
California
$274K +$263K +3,274 New
BIA
1557
Bigelow Investment Advisors
Maine
$272K -$11.7K -145 -4%
RA
1558
Riversedge Advisors
Delaware
$270K – – –
MWM
1559
Melfa Wealth Management
Massachusetts
$270K – – –
CCMI
1560
Creative Capital Management Investments
California
$269K – – –
AAM
1561
Augustine Asset Management
Florida
$269K +$259K +3,215 New
OWA
1562
Octavia Wealth Advisors
Ohio
$268K +$483 +6 +0.2%
RW
1563
REDW Wealth
New Mexico
$268K – – –
SWM
1564
SFG Wealth Management
Maryland
$268K – – –
C1AG
1565
Client 1st Advisory Group
Florida
$267K – – –
IFWM
1566
Institute for Wealth Management
Colorado
$266K -$724 -9 -0.3%
OAM
1567
Occidental Asset Management
California
$266K +$17.1K +213 +7%
SCG
1568
Sonata Capital Group
Washington
$265K -$73.5K -914 -22%
TFGT
1569
TS Financial Group (TSFG)
Illinois
$265K -$6.92K -86 -3%
CW
1570
Cooksen Wealth
Texas
$265K – – –
NB
1571
Northwest Bancshares
Pennsylvania
$263K -$108K -1,337 -30%
PPW
1572
PACK Private Wealth
Minnesota
$263K – – –
AW
1573
Avion Wealth
Texas
$263K – – –
SGK
1574
Steigerwald Gordon & Koch
Virginia
$262K -$16.1K -200 -6%
GWM
1575
GSB Wealth Management
Connecticut
$262K – – –
61 62
63
64 65

EFA Hedge Fund Activity: Q3 2024 in Review

1,854 of the 6,964 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.

  • 1,854 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2024, up from 1,848 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.