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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
UFA
1601
Uptown Financial Advisors
Texas
$272K +$285K +3,599 New
CAGAS
1602
Capital Advisory Group Advisory Services
Minnesota
$272K -$128K -1,620 -31%
MMG
1603
Monetary Management Group
Missouri
$272K
RMC
1604
Resources Management Corp
Connecticut
$271K
AWM
1605
Abound Wealth Management
Tennessee
$270K +$554 +7 +0.2%
BWM
1606
BKM Wealth Management
Wisconsin
$270K +$2.38K +30 +0.8%
GC
1607
GFG Capital
Florida
$269K +$282K +3,558 New
BOS
1608
Bank of Stockton
California
$268K -$249K -3,139 -47%
ASC
1609
Atalanta Sosnoff Capital
New York
$267K
MWM
1610
MorganRosel Wealth Management
Colorado
$267K
TWP
1611
Total Wealth Planning
Ohio
$267K -$95.4K -1,204 -25%
AG
1612
Ascent Group
Virginia
$266K -$265K -3,347 -49%
KIA
1613
KCM Investment Advisors
California
$266K -$35.6K -450 -11%
IFWM
1614
Institute for Wealth Management
Colorado
$261K +$20.8K +263 +8%
GIA
1615
Guyasuta Investment Advisors
Pennsylvania
$260K -$1.58K -20 -0.6%
WPW
1616
Watershed Private Wealth
Illinois
$260K -$11K -139 -4%
PJWM
1617
Philip James Wealth Mangement
Georgia
$258K
AWM
1618
Aprio Wealth Management
Georgia
$256K
GVCM
1619
Global View Capital Management
Wisconsin
$255K +$268K +3,389 New
HIC
1620
Holderness Investments Company
North Carolina
$255K -$202K -2,550 -43%
AAM
1621
Aureus Asset Management
Massachusetts
$255K +$267K +3,372 New
BCA
1622
Ballentine Capital Advisors
South Carolina
$254K
HDIM
1623
Hanson & Doremus Investment Management
Vermont
$254K
EFP
1624
Elser Financial Planning
Indiana
$254K
JCM
1625
Jacobi Capital Management
Pennsylvania
$254K +$1.9K +24 +0.7%

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.