We are live on ! Find out more
EFA icon

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
HL
1651
Harding Loevner
New Jersey
$210K -$543K -6,746 -73%
TCPG
1652
Trivant Custom Portfolio Group
California
$210K +$2.25K +28 +1%
VBWMG
1653
Von Berge Wealth Management Group
California
$210K – – –
IWP
1654
Invenio Wealth Partners
Florida
$209K +$201K +2,503 New
B
1655
Birchbrook
Maine
$208K -$49.5K -615 -20%
CFP
1656
Cascade Financial Partners
California
$208K – – –
NCFG
1657
New Century Financial Group
New Jersey
$208K +$200K +2,485 New
KOCAA
1658
Knights of Columbus Asset Advisors
Connecticut
$207K +$66.1K +822 +50%
CT
1659
Clearstead Trust
Maine
$207K -$7.32K -91 -4%
ECG
1660
EPIQ Capital Group
California
$207K -$104K -1,296 -34%
BLC
1661
Brown, Lisle/Cummings
Rhode Island
$207K – – –
FSA
1662
Fort Sheridan Advisors
Illinois
$207K +$199K +2,472 New
BCP
1663
Blue Chip Partners
Michigan
$206K – – –
S
1664
Sachetta
Massachusetts
$205K – – –
FCT
1665
First Community Trust
Iowa
$204K – – –
MA
1666
MONECO Advisors
Connecticut
$204K +$196K +2,439 New
LWM
1667
LongView Wealth Management
Georgia
$204K -$10.9K -136 -5%
MAM
1668
Milestone Asset Management
Pennsylvania
$203K +$196K +2,433 New
MWP
1669
Madison Wealth Partners
Wisconsin
$203K -$44.7K -556 -19%
FTDI
1670
First Trust Direct Indexing
Massachusetts
$203K +$196K +2,430 New
LI
1671
Lafayette Investments
Maryland
$203K +$196K +2,430 New
PL
1672
Parthenon LLC
Kentucky
$202K +$194K +2,413 New
AWA
1673
Alta Wealth Advisors
Massachusetts
$202K +$194K +2,410 New
SIAS
1674
Summit Investment Advisory Services
Minnesota
$201K +$194K +2,408 New
RLIM
1675
Red Lighthouse Investment Management
New York
$201K – – –
65 66
67
68 69

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.