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iShares MSCI EAFE ETF

1,849 hedge funds and large institutions have $44.5B invested in iShares MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 648 increasing their positions, 709 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 96

0% less funds holding

Funds holding: 1,8501,849 (-1)

0.54% less ownership

Funds ownership: 83.95%83.41% (-0.54%)

1% less capital invested

Capital invested by funds: $45B → $44.5B (-$424M)

9% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 709

5% less funds holding in top 10

Funds holding in top 10: 156148 (-8)

36% less call options, than puts

Call options by funds: $5.37B | Put options by funds: $8.44B

Holders
1,849
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
26.7%
Holding in Top 10
148
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.13%
% of All Funds
2.14%
New
124
Increased
648
Reduced
709
Closed
96
Calls
$5.37B
Puts
$8.44B
Net Calls
-$3.06B
Net Calls Change
+$744M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1701
Kozak & Associates
Colorado
$120K +$2.14K +27 +2%
MM
1702
Main Management
California
$117K
DF
1703
DecisionPoint Financial
Arizona
$116K
SWP
1704
SIMA Wealth Partners
Virginia
$113K +$114K +1,444 New
HCA
1705
Harbor Capital Advisors
Illinois
$113K -$107K -1,357 -49%
TCM
1706
TD Capital Management
Tennessee
$112K +$554 +7 +0.5%
RWMG
1707
Redwood Wealth Management Group
New Jersey
$111K +$112K +1,420 New
CF
1708
Centaurus Financial
California
$111K -$10.2K -129 -8%
USB
1709
Union Savings Bank
Connecticut
$110K -$63.4K -800 -36%
GWSG
1710
GPS Wealth Strategies Group
Colorado
$105K +$12K +152 +13%
PA
1711
Pineridge Advisors
Missouri
$104K +$106K +1,334 New
BC
1712
Barrett & Company
Rhode Island
$102K
DCM
1713
Davis Capital Management
Florida
$101K
PWM
1714
Partnership Wealth Management
Maryland
$98.4K +$4.99K +63 +5%
FFA
1715
Frazier Financial Advisors
Ohio
$98.2K +$792 +10 +0.8%
WAG
1716
Windsor Advisory Group
Ohio
$97.3K -$14.9K -188 -13%
DFA
1717
DHJJ Financial Advisors
Illinois
$95.9K +$158 +2 +0.2%
KPP
1718
Kings Path Partners
Texas
$92K +$93.1K +1,175 New
HF
1719
Halpern Financial
Virginia
$91.3K -$20.2K -255 -18%
RI
1720
Ridgewood Investments
New Jersey
$90.1K +$91.1K +1,150 New
T
1721
Tidemark
California
$89.9K -$22.9K -289 -20%
MWM
1722
MGB Wealth Management
Texas
$86.9K
AFG
1723
Albion Financial Group
Utah
$86.7K
CMP
1724
Coston McIsaac & Partners
Maine
$86K
SWC
1725
Spectrum Wealth Counsel
Indiana
$85.8K

EFA Hedge Fund Activity: Q2 2024 in Review

1,849 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2024, worth a combined $44.5B — down 0.94% from $45B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EFA positions and 96 closed out — a net gain of 28 holders — while 648 added to existing stakes and 709 trimmed.

The largest buyer was BlackRock, adding an estimated $343M. The largest seller was Citigroup, cutting an estimated $313M.

  • 1,849 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2024, down from 1,850 in Q1 2024.
  • Funds reported $44.5B of iShares MSCI EAFE ETF stock for Q2 2024, down 0.94% quarter-over-quarter.
  • 124 funds opened new iShares MSCI EAFE ETF positions in Q2 2024 and 96 closed out, a net change of +28 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q2 2024 was BlackRock, an estimated $343M added.
  • The largest iShares MSCI EAFE ETF seller in Q2 2024 was Citigroup, an estimated $313M sold.

Based on aggregated 13F filings for Q2 2024.