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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
EK
1701
Evensky & Katz
Florida
$214K -$56.4K -712 -20%
FWM
1702
Fonville Wealth Management
Virginia
$213K -$51K -644 -19%
REMPR
1703
Roof Eidam Maycock Peralta (REMP)
California
$213K
FFC
1704
First Financial Corp
Indiana
$213K
TPA
1705
Trivium Point Advisory
Connecticut
$213K +$223K +2,815 New
EW
1706
Element Wealth
Mississippi
$213K -$10.5K -132 -4%
VBWMG
1707
Von Berge Wealth Management Group
California
$212K
SEIA
1708
Signature Estate & Investment Advisors
California
$211K +$2.69K +34 +1%
FCA
1709
FLC Capital Advisors
California
$211K
ZC
1710
Zeit Capital
Colorado
$211K
WCM
1711
Winthrop Capital Management
Indiana
$209K +$219K +2,759 New
BFA
1712
Bill Few Associates
Pennsylvania
$208K -$62.9K -794 -22%
SPWM
1713
Spartan Planning & Wealth Management
North Carolina
$207K +$217K +2,740 New
CWM
1714
Cranbrook Wealth Management
Michigan
$206K +$1.98K +25 +0.9%
TPW
1715
Transatlantique Private Wealth
New York
$205K
SM
1716
Sensible Money
Arizona
$204K
THL
1717
Tillman Hartley LLC
Colorado
$204K
SWM
1718
Sugarloaf Wealth Management
Georgia
$204K +$1.66K +21 +0.8%
WFS
1719
Widmann Financial Services
Maryland
$203K -$11.5K -145 -5%
FNFDCM
1720
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$203K -$792 -10 -0.4%
TFA
1721
Tranquilli Financial Advisor
New Jersey
$201K +$211K +2,659 New
WCWM
1722
Willow Creek Wealth Management
California
$201K
PMG
1723
Private Management Group
California
$201K -$27K -341 -11%
IP
1724
Intellectus Partners
California
$200K +$3.88K +49 +2%
GL
1725
Gerber LLC
Ohio
$200K

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.