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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
WFS
1601
Widmann Financial Services
Maryland
$237K – – –
PFG
1602
Pacific Financial Group
Washington
$236K -$18.6K -231 -8%
REMPR
1603
Roof Eidam Maycock Peralta (REMP)
California
$236K – – –
FFC
1604
First Financial Corp
Indiana
$236K – – –
WH
1605
Willner & Heller
California
$235K – – –
MPI
1606
Mairs & Power Inc
Minnesota
$233K – – –
FCA
1607
FLC Capital Advisors
California
$233K – – –
SCM
1608
Shelton Capital Management
Colorado
$232K – – –
CAS
1609
Coppell Advisory Solutions
Texas
$231K -$23.8K -296 -10%
SEIA
1610
Signature Estate & Investment Advisors
California
$231K -$25.2K -313 -10%
GWP
1611
Gen-Wealth Partners
Michigan
$230K – – –
SFP
1612
Sweet Financial Partners
Minnesota
$229K – – –
9WM
1613
9258 Wealth Management
Ohio
$229K +$220K +2,736 New
EWM
1614
Executive Wealth Management
Michigan
$228K +$220K +2,731 New
AIA
1615
Armor Investment Advisors
North Carolina
$228K – – –
RA
1616
Rodgers & Associates
Pennsylvania
$228K +$3.22K +40 +1%
SP
1617
Successful Portfolios
Florida
$228K -$1.61K -20 -0.7%
EFG
1618
Everhart Financial Group
Ohio
$228K +$219K +2,722 New
LWM
1619
Lakeridge Wealth Management
Ohio
$228K – – –
TPW
1620
Transatlantique Private Wealth
New York
$227K – – –
SM
1621
Sensible Money
Arizona
$226K -$40.2K -500 -16%
FNFDCM
1622
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$226K – – –
CWM
1623
Cranbrook Wealth Management
Michigan
$226K -$9.09K -113 -4%
TA
1624
TPG Advisors
Illinois
$226K +$217K +2,699 New
NAG
1625
Northstar Advisory Group
New Jersey
$225K -$29.8K -370 -12%
63 64
65
66 67

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.