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iShares MSCI EAFE ETF

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: 148159 (+11)

2% more capital invested

Capital invested by funds: $44.5B → $45.6B (+$1.07B)

0% more funds holding

Funds holding: 1,8481,854 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
THL
1626
Tillman Hartley LLC
Colorado
$225K
NF
1627
Nikulski Financial
Iowa
$225K -$4.02K -50 -2%
SWM
1628
Sugarloaf Wealth Management
Georgia
$223K -$34.4K -427 -14%
WCWM
1629
Willow Creek Wealth Management
California
$222K -$120K -1,487 -36%
KA
1630
Kovack Advisors
Florida
$222K
GL
1631
Gerber LLC
Ohio
$222K
BCA
1632
Bay Colony Advisors
Massachusetts
$220K +$3.7K +46 +2%
MSA
1633
Marathon Strategic Advisors
Pennsylvania
$220K -$10.9K -135 -5%
RRCM
1634
Rappaport Reiches Capital Management
Illinois
$219K +$211K +2,620 New
ZC
1635
Zeit Capital
Colorado
$219K
HP
1636
Holistic Planning
Texas
$219K -$15K -187 -7%
IP
1637
Intellectus Partners
California
$218K +$966 +12 +0.5%
PL
1638
Plancorp LLC
Missouri
$217K
RG
1639
Rathbones Group
United Kingdom
$216K
JA
1640
JVL Associates
Michigan
$216K +$207K +2,578 New
FNBSF
1641
First National Bank Sioux Falls
South Dakota
$215K
SCM
1642
Schnieders Capital Management
California
$215K
FLA
1643
Financial Life Advisors
Texas
$215K
FCB
1644
First County Bank
Connecticut
$214K +$206K +2,555 New
W
1645
WorthPointe
California
$214K -$34.1K -424 -14%
PS
1646
Planned Solutions
California
$214K
NPPM
1647
North Point Portfolio Managers
Ohio
$213K +$205K +2,548 New
RWIA
1648
Roger Wittlin Investment Advisory
California
$212K +$204K +2,534 New
IF
1649
IRON Financial
Illinois
$212K +$204K +2,531 New
CHA
1650
Cooper/Haims Advisors
New York
$210K -$8.29K -103 -4%

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.