We are live on ! Find out more
EFA icon

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
OL
1576
one8zero8 LLC
North Carolina
$292K +$306K +3,866 New
CWA
1577
Cornerstone Wealth Advisors
Minnesota
$292K
BSA
1578
Bull Street Advisors
Georgia
$291K
RWM
1579
Ritholtz Wealth Management
New York
$291K +$31K +391 +11%
PWM
1580
Pines Wealth Management
North Carolina
$288K +$304K +3,841 New
JFGLC
1581
Johnson Financial Group LLC (Colorado)
Colorado
$287K
MWA
1582
Merkkuri Wealth Advisors
New York
$287K +$4.2K +53 +1%
VWM
1583
Vermillion Wealth Management
Minnesota
$286K +$300K +3,783 New
PFC
1584
Phocas Financial Corp
California
$284K
EFA
1585
Evernest Financial Advisors
Indiana
$284K
BTD
1586
BankPlus Trust Department
Mississippi
$283K +$297K +3,744 New
KBFS
1587
Kohmann Bosshard Financial Services
Ohio
$282K +$15K +190 +5%
AIM
1588
AMI Investment Management
Indiana
$282K -$36.2K -457 -11%
DWS
1589
Discipline Wealth Solutions
South Carolina
$282K -$19.1K -241 -6%
ISFAN
1590
Investor's Fiduciary Advisor Network
Washington
$282K +$296K +3,741 New
MSCM
1591
McElhenny Sheffield Capital Management
Texas
$280K +$2.38K +30 +0.8%
NLP
1592
Next Level Private
New York
$279K +$79 +1 +0%
BPC
1593
Bearing Point Capital
Minnesota
$278K +$291K +3,672 New
CA
1594
Cortland Associates
Missouri
$277K
NA
1595
Nottingham Advisors
New York
$277K
BMM
1596
Berkshire Money Management
Massachusetts
$276K -$12.2M -154,195 -98%
GC
1597
Gibson Capital
Pennsylvania
$276K
WA
1598
Wealthstar Advisors
Texas
$276K +$289K +3,648 New
MFA
1599
Morling Financial Advisors
California
$274K +$24.5K +309 +9%
CWM
1600
Cornerstone Wealth Management
Missouri
$273K -$51.6K -652 -15%

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.