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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
FFL
1776
Financial Freedom LLC
Ohio
$37.7K
HC
1777
Hoese & Co
Minnesota
$37.6K -$20.9K -260 -37%
BG
1778
Bollard Group
Massachusetts
$36K
PP
1779
Pacifica Partners
Canada
$34.5K
AAP
1780
Arax Advisory Partners
Colorado
$33.6K
WFA
1781
West Financial Advisors
Iowa
$30.2K -$9.74K -121 -25%
William Blair Investment Management
1782
William Blair Investment Management
Illinois
$30.2K -$41.2K -512 -59%
RP
1783
Rice Partnership
Hawaii
$29.9K +$28.8K +358 New
SFC
1784
SYM Financial Corp
Indiana
$27.9K
HR
1785
Howe & Rusling
New York
$27.7K +$7.48K +93 +39%
TC
1786
Tacita Capital
Ontario, Canada
$25.1K
ACA
1787
Atlas Capital Advisors
Wyoming
$25K
CSC
1788
Caldwell Sutter Capital
California
$24.4K
MSS
1789
Mitchell Sinkler & Starr
Pennsylvania
$23.4K
VF
1790
VitalStone Financial
Texas
$23.2K
EFP
1791
EnRich Financial Partners
Wisconsin
$22.8K
SIM
1792
Studio Investment Management
Illinois
$22.4K
FWM
1793
FSA Wealth Management
Massachusetts
$22K +$21.2K +263 New
GFL
1794
Granite FO LLC
New Hampshire
$21.1K +$20.3K +252 New
CB
1795
Centennial Bank
Arkansas
$20.9K
RA
1796
Rise Advisors
New York
$20.9K
CJ
1797
Caitlin John
Michigan
$20.5K +$6.44K +80 +43%
AA
1798
Addison Advisors
Vermont
$20.2K -$116K -1,437 -86%
KWAG
1799
Kiely Wealth Advisory Group
North Carolina
$20.1K
GG
1800
Gleason Group
Kentucky
$19.5K

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.