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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
DFG
1551
Dynamic Financial Group
Iowa
$309K +$323K +4,082 New
VPP
1552
Vertex Planning Partners
Illinois
$308K +$4.2K +53 +1%
S
1553
SignatureFD
Georgia
$308K -$86.2K -1,088 -21%
WA
1554
Wealthstream Advisors
New York
$308K
FVWA
1555
Foster Victor Wealth Advisors
South Carolina
$307K +$317 +4 +0.1%
ACS
1556
Archford Capital Strategies
Illinois
$305K -$402K -5,078 -56%
SAM
1557
S.A. Mason
Michigan
$304K -$15.8K -200 -5%
JWM
1558
JPL Wealth Management
Colorado
$304K +$318K +4,016 New
RW
1559
REDW Wealth
New Mexico
$303K +$63.9K +807 +25%
CWP
1560
Concord Wealth Partners
Virginia
$303K -$238 -3 -0.1%
CAM
1561
CPA Asset Management
Florida
$303K
GWCM
1562
Godshalk Welsh Capital Management
Pennsylvania
$302K
GI
1563
GAMMA Investing
California
$302K +$15.7K +198 +5%
SWM
1564
Sendero Wealth Management
Texas
$302K
MCM
1565
Morton Capital Management
California
$300K
First Trust Advisors
1566
First Trust Advisors
Illinois
$299K +$313K +3,956 New
VFG
1567
Valley Financial Group
Pennsylvania
$298K
CMMS
1568
Comprehensive Money Management Services
Florida
$298K +$312K +3,937 New
AAMC
1569
Asset Allocation & Management Company
Illinois
$297K
KCM
1570
Kathmere Capital Management
Pennsylvania
$297K +$17.5K +221 +6%
CAM
1571
Cozad Asset Management
Illinois
$297K +$79 +1 +0%
CTWM
1572
Cherry Tree Wealth Management
Minnesota
$296K -$14.6K -184 -4%
LWM
1573
Lakeridge Wealth Management
Ohio
$294K +$92.6K +1,169 +43%
SL
1574
Sentinus LLC
Illinois
$293K -$1.89M -23,922 -86%
AIM
1575
AHL Investment Management
Florida
$293K -$3.25K -41 -1%

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.