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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
FMB
1801
Field & Main Bank
Kentucky
$13.6K
ZRP
1802
Zynergy Retirement Planning
New Jersey
$13.6K +$13.8K +174 New
BFS
1803
Burkett Financial Services
South Carolina
$13.6K +$238 +3 +2%
FGA
1804
Fortis Group Advisors
New Jersey
$13.6K
CFG
1805
CKW Financial Group
Hawaii
$13K +$158 +2 +1%
HBW
1806
Hazlett, Burt & Watson
West Virginia
$12K
GWS
1807
Glassman Wealth Services
Virginia
$11.9K +$158 +2 +1%
RWM
1808
Ruedi Wealth Management
Illinois
$11.8K
NA
1809
Nordwand Advisors
Pennsylvania
$11.7K
RA
1810
Ransom Advisory
Rhode Island
$11.4K
SC
1811
Stephens Consulting
Michigan
$11.2K -$158 -2 -1%
OWA
1812
Opal Wealth Advisors
New York
$10.7K +$10.9K +137 New
BTC
1813
Bank & Trust Company
Illinois
$10.6K +$10.7K +135 New
LOIP
1814
Live Oak Investment Partners
Texas
$10.3K
VAG
1815
VisionPoint Advisory Group
Texas
$10.3K +$10.5K +132 New
CIA
1816
Cape Investment Advisory
Georgia
$9.16K
FHC
1817
First Heartland Consultants
Missouri
$8.9K +$1.19M +15,048 +15%
IRC
1818
Investors Research Corp
Georgia
$8.62K +$7.53K +95 +633%
ACA
1819
American Capital Advisory
Idaho
$8.59K -$2.77K -35 -23%
TSWM
1820
Tyler-Stone Wealth Management
Ohio
$8.07K
TCM
1821
Tanaka Capital Management
New York
$8K
PGAM
1822
Princeton Global Asset Management
New Jersey
$7.83K
1IA
1823
1620 Investment Advisors
Massachusetts
$7.83K +$7.92K +100 New
HCM
1824
Horrell Capital Management
Arkansas
$7K
PCFFS
1825
Pacific Center for Financial Services
California
$6.97K

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.