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iShares MSCI EAFE ETF

1,940 hedge funds and large institutions have $43B invested in iShares MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 692 increasing their positions, 671 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 113

5% more funds holding

Funds holding: 1,8551,940 (+85)

1.7% more ownership

Funds ownership: 78.13%79.82% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 692 | Existing positions reduced: 671

6% less capital invested

Capital invested by funds: $45.6B → $43B (-$2.61B)

15% less funds holding in top 10

Funds holding in top 10: 159135 (-24)

17% less call options, than puts

Call options by funds: $5.24B | Put options by funds: $6.34B

Holders
1,940
Holders Change
+85
Holders Change %
+4.58%
% of All Funds
25.55%
Holding in Top 10
135
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-15.09%
% of All Funds
1.78%
New
237
Increased
692
Reduced
671
Closed
113
Calls
$5.24B
Puts
$6.34B
Net Calls
-$1.1B
Net Calls Change
+$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1801
Empowered Funds
Pennsylvania
$78.8K +$82.5K +1,042 New
HFS
1802
Hopwood Financial Services
Virginia
$78.3K +$82K +1,035 New
HPIA
1803
Hamilton Point Investment Advisors
North Carolina
$77.3K -$76.6K -967 -49%
TCA
1804
Trifecta Capital Advisors
Illinois
$76.7K +$80.4K +1,015 New
TPW
1805
Talon Private Wealth
Florida
$76.2K
Harris Associates
1806
Harris Associates
Illinois
$73.5K
GIP
1807
Granite Investment Partners
California
$71.8K
MCA
1808
Midwest Capital Advisors
Michigan
$71.8K +$75.2K +949 New
BIM
1809
Breakwater Investment Management
Washington
$70.2K
WI
1810
Wintrust Investments
Illinois
$68K -$8.24K -104 -10%
MHIP
1811
Mountain Hill Investment Partners
New Jersey
$67.6K +$70.8K +894 New
MEG
1812
Millstone Evans Group
Colorado
$67.3K +$70.5K +890 New
HIIFS
1813
Harel Insurance Investments & Financial Services
Israel
$66K
WFA
1814
West Financial Advisors
Iowa
$65.8K +$40.3K +509 +141%
CSPIA
1815
Cary Street Partners Investment Advisory
Virginia
$65.5K -$2.56M -32,346 -97%
SIS
1816
Sound Income Strategies
Florida
$65.2K -$2.48M -31,275 -97%
AAG
1817
Armstrong Advisory Group
Massachusetts
$64.7K +$65.7K +829 +3,070%
BCMLT
1818
Beacon Capital Management LLC (Tennessee)
Tennessee
$64.2K +$950 +12 +1%
AF
1819
Atala Financial
California
$63.7K +$66.8K +843 New
GWANC
1820
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.8K +$65.8K +831 New
SAM
1821
Smartleaf Asset Management
Massachusetts
$62.6K +$158 +2 +0.2%
VWA
1822
Valued Wealth Advisors
Utah
$60.3K -$10.4K -131 -14%
POIA
1823
Pin Oak Investment Advisors
Texas
$57K
PSB
1824
Piscataqua Savings Bank
New Hampshire
$55.6K
SN
1825
Sittner & Nelson
Oregon
$54.4K

EFA Hedge Fund Activity: Q4 2024 in Review

1,940 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2024, worth a combined $43B — down 5.7% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new EFA positions and 113 closed out — a net gain of 124 holders — while 692 added to existing stakes and 671 trimmed.

The largest buyer was BlackRock, adding an estimated $619M. The largest seller was Jane Street, cutting an estimated $792M.

  • 1,940 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2024, up from 1,855 in Q3 2024.
  • Funds reported $43B of iShares MSCI EAFE ETF stock for Q4 2024, down 5.7% quarter-over-quarter.
  • 237 funds opened new iShares MSCI EAFE ETF positions in Q4 2024 and 113 closed out, a net change of +124 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2024 was BlackRock, an estimated $619M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2024 was Jane Street, an estimated $792M sold.

Based on aggregated 13F filings for Q4 2024.