We are live on ! Find out more
EFA icon

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
VAMG
1726
Voisard Asset Management Group
Michigan
$85.4K
OW
1727
Olistico Wealth
Oklahoma
$84.2K +$85.2K +1,075 New
GC
1728
Gould Capital
Washington
$83.9K
RFG
1729
RFP Financial Group
Georgia
$78.9K +$8K +101 +11%
CTC
1730
Cetera Trust Company
Minnesota
$78.3K
MHR
1731
Matthew Hamilton Rosenberg
$75.9K -$67.3K -850 -47%
GIP
1732
Granite Investment Partners
California
$74.4K
SFC
1733
Strategic Financial Concepts
Texas
$73.7K +$6.16M +77,820 New
BIM
1734
Breakwater Investment Management
Washington
$72.8K
LI
1735
LRI Investments
Florida
$72.8K
WCM
1736
Weaver Capital Management
Georgia
$70.7K
BCMLT
1737
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.5K +$49.3K +622 +224%
HIIFS
1738
Harel Insurance Investments & Financial Services
Israel
$69K
William Blair Investment Management
1739
William Blair Investment Management
Illinois
$68.4K +$53.5K +675 +341%
SAM
1740
Smartleaf Asset Management
Massachusetts
$65.6K +$3.56K +45 +6%
BWL
1741
Bogart Wealth LLC
Virginia
$65.4K -$17.6K -222 -21%
TCCM
1742
Timber Creek Capital Management
Massachusetts
$61.5K
HC
1743
Hoese & Co
Minnesota
$57.6K
PSB
1744
Piscataqua Savings Bank
New Hampshire
$57.6K
FDCP
1745
Foster Dykema Cabot & Partners
Massachusetts
$56.8K -$22.5K -284 -28%
CAM
1746
Creekmur Asset Management
Illinois
$56.4K +$14.5K +183 +34%
SN
1747
Sittner & Nelson
Oregon
$56.4K
BL
1748
Balentine LLC
Georgia
$55.6K
FUBT
1749
First United Bank & Trust
Maryland
$55.1K
POIA
1750
Pin Oak Investment Advisors
Texas
$54K

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.