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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
MWA
1576
Motive Wealth Advisors
Michigan
$262K – – –
SIG
1577
Sky Investment Group
Connecticut
$262K – – –
SWP
1578
Summit Wealth Partners
Florida
$259K +$241 +3 +0.1%
JPMIA
1579
J.P. Marvel Investment Advisors
Massachusetts
$257K – – –
ERWM
1580
Elk River Wealth Management
Colorado
$254K +$29.6K +368 +14%
FP
1581
Financial Perspectives
Minnesota
$254K – – –
SWMG
1582
Sard Wealth Management Group
Georgia
$253K – – –
HWA
1583
HHM Wealth Advisors
Tennessee
$252K -$21.3K -265 -8%
FA
1584
FC Advisory
Pennsylvania
$252K – – –
TA
1585
TFB Advisors
Kansas
$252K -$5.07K -63 -2%
CWM
1586
Centurion Wealth Management
Virginia
$251K +$241K +2,999 New
PMG
1587
Private Management Group
California
$251K – – –
EWA
1588
Evolution Wealth Advisors
Florida
$250K -$4.83K -60 -2%
KDA
1589
Kraft Davis & Associates
Missouri
$249K -$110K -1,369 -30%
MPM
1590
Meritage Portfolio Management
Kansas
$249K -$35K -435 -13%
EW
1591
Element Wealth
Mississippi
$246K -$5.15K -64 -2%
FNA
1592
First National Advisers
Nebraska
$246K – – –
LA
1593
Legacy Advisors
Pennsylvania
$244K – – –
CFS
1594
CRA Financial Services
New Jersey
$243K +$234K +2,908 New
AWM
1595
Angeles Wealth Management
California
$242K – – –
MAWA
1596
Moss Adams Wealth Advisors
Washington
$242K – – –
CCA
1597
Childress Capital Advisors
Texas
$240K – – –
PCTC
1598
Perkins Coie Trust Company
Washington
$239K – – –
GWA
1599
GGM Wealth Advisors
Maryland
$239K – – –
DP
1600
Dearborn Partners
Illinois
$238K -$49.9K -620 -18%
62 63
64
65 66

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.