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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
EH
151
Equitable Holdings
New York
$29.1M +$1.72M +21,397 +7%
SWP
152
Strategic Wealth Partners
Ohio
$28.9M +$696K +8,656 +3%
IGAM
153
iA Global Asset Management
Quebec, Canada
$28.8M -$623K -7,745 -2%
RJT
154
Raymond James Trust
Florida
$28.8M +$1.48M +18,403 +6%
STA
155
Summit Trail Advisors
New York
$28.6M +$4.88M +60,685 +22%
Principal Financial Group
156
Principal Financial Group
Iowa
$28.1M -$644K -8,000 -2%
PA
157
Parkside Advisors
California
$28.1M +$975K +12,117 +4%
MGIA
158
Moneta Group Investment Advisors
Missouri
$28.1M +$1.37M +17,004 +5%
Retirement Systems of Alabama
159
Retirement Systems of Alabama
Alabama
$28.1M
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$28.1M +$7.85M +97,524 +41%
Aristotle Capital Management
161
Aristotle Capital Management
California
$27.8M +$1.97M +24,468 +8%
TWM
162
Tanglewood Wealth Management
Texas
$27.8M -$1.33M -16,487 -5%
DADC
163
D.A. Davidson & Co
Montana
$27.1M -$90.3K -1,122 -0.3%
MC
164
Minot Capital
Colorado
$26.9M
SP
165
Stairway Partners
Illinois
$26.8M -$209M -2,599,242 -89%
PFPT
166
Pinnacle Financial Partners (Tennessee)
Tennessee
$26.7M +$311K +3,861 +1%
Envestnet Portfolio Solutions
167
Envestnet Portfolio Solutions
Illinois
$26.5M -$1.28M -15,926 -5%
BCI
168
Brinker Capital Investments
Pennsylvania
$25.8M +$83.8K +1,042 +0.3%
OPS
169
Orion Portfolio Solutions
Nebraska
$25.8M +$83.8K +1,042 +0.3%
SGI
170
Swan Global Investments
Colorado
$25.7M -$1.97M -24,500 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
171
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$25.6M
JRP
172
Jasper Ridge Partners
California
$25.5M
FLPIM
173
F.L. Putnam Investment Management
Massachusetts
$25.1M -$2.21M -27,523 -8%
OAM
174
Oppenheimer Asset Management
New York
$25M +$11.2M +139,164 +87%
Wolverine Trading
175
Wolverine Trading
Illinois
$24.8M +$17.7M +220,323 +293%

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.