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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
OW
1726
Olistico Wealth
Oklahoma
$89.9K
VAMG
1727
Voisard Asset Management Group
Michigan
$89.5K -$1.61K -20 -2%
AT
1728
Avalon Trust
New Mexico
$89.4K +$86K +1,069 New
MWM
1729
MGB Wealth Management
Texas
$89.1K
TPW
1730
Talon Private Wealth
Florida
$84.3K +$81.1K +1,008 New
WI
1731
Wintrust Investments
Illinois
$84K -$780K -9,693 -91%
BWL
1732
Bogart Wealth LLC
Virginia
$83.8K +$13.5K +168 +20%
CTC
1733
Cetera Trust Company
Minnesota
$83.6K
FCM
1734
Fourpath Capital Management
Oklahoma
$83.5K +$80.4K +999 New
PWM
1735
Partnership Wealth Management
Maryland
$82.1K -$22.1K -275 -22%
Harris Associates
1736
Harris Associates
Illinois
$81.3K +$78.2K +972 New
GIP
1737
Granite Investment Partners
California
$79.4K
BIM
1738
Breakwater Investment Management
Washington
$77.7K
VWA
1739
Valued Wealth Advisors
Utah
$77.6K +$31.9K +397 +75%
WCM
1740
Weaver Capital Management
Georgia
$75.5K
GC
1741
Gould Capital
Washington
$73.9K -$15K -187 -17%
HIIFS
1742
Harel Insurance Investments & Financial Services
Israel
$73K
BCMLT
1743
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.1K -$4.99K -62 -7%
SAM
1744
Smartleaf Asset Management
Massachusetts
$69.3K -$966 -12 -1%
BL
1745
Balentine LLC
Georgia
$64.5K +$4.91K +61 +9%
PSB
1746
Piscataqua Savings Bank
New Hampshire
$61.5K
SN
1747
Sittner & Nelson
Oregon
$60.2K
FUBT
1748
First United Bank & Trust
Maryland
$58.9K
Bank Julius Baer & Co
1749
Bank Julius Baer & Co
Switzerland
$57.5K +$55.4K +688 New
WOSD
1750
WFA of San Diego
California
$57.3K

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.