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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
LFS
1626
Lutz Financial Services
Nebraska
$254K
WPWM
1627
Windward Private Wealth Management
Kansas
$253K
WHG
1628
Westwood Holdings Group
Texas
$253K +$265K +3,345 New
CPA
1629
Capital Performance Advisors
California
$253K -$1.11K -14 -0.4%
MWA
1630
Motive Wealth Advisors
Michigan
$253K
WPA
1631
West Paces Advisors
Georgia
$252K
MEAC
1632
M.E. Allison & Co
Texas
$252K +$264K +3,337 New
AP
1633
Aspect Partners
Virginia
$252K -$1.75M -22,073 -87%
HCP
1634
Holt Capital Partners
Texas
$251K
WC
1635
Whitney & Co
New York
$250K
AFA
1636
Avant Financial Advisors
Texas
$250K +$261K +3,300 New
MC
1637
Montag & Caldwell
Georgia
$249K -$645K -8,142 -71%
HWM
1638
HighMark Wealth Management
Minnesota
$249K
CIC
1639
Chilton Investment Company
Connecticut
$248K
FA
1640
Financial Advisors
Massachusetts
$248K
BIA
1641
Bigelow Investment Advisors
Maine
$246K
AAM
1642
Augustine Asset Management
Florida
$245K +$1.9K +24 +0.7%
RA
1643
Riversedge Advisors
Delaware
$244K
MWM
1644
Melfa Wealth Management
Massachusetts
$244K
SWM
1645
SFG Wealth Management
Maryland
$242K +$79 +1 +0%
1CP
1646
17 Capital Partners
Arizona
$242K +$253K +3,199 New
C1AG
1647
Client 1st Advisory Group
Florida
$242K
OAM
1648
Occidental Asset Management
California
$241K +$317 +4 +0.1%
NFA
1649
Northwest Financial Advisors
Virginia
$241K +$252K +3,185 New
TFGT
1650
TS Financial Group (TSFG)
Illinois
$240K +$158 +2 +0.1%

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.