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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
MWA
1826
MFA Wealth Advisors
Pennsylvania
$6.82K +$6.89K +87 New
EL
1827
EMFO LLC
Florida
$6.66K
HWP
1828
Highline Wealth Partners
California
$6.27K -$67.7K -855 -91%
LWA
1829
Lowe Wealth Advisors
Maryland
$6.03K +$2.61K +33 +75%
LI
1830
Louisbourg Investments
New Brunswick, Canada
$5.88K -$23.8K -300 -80%
SWM
1831
Sanctuary Wealth Management
Idaho
$5.48K
CC
1832
Cultivar Capital
Texas
$5.32K +$5.39K +68 New
IRAG
1833
Investment Research & Advisory Group
Georgia
$5.01K
TIM
1834
Thompson Investment Management
Wisconsin
$4.86K
WWP
1835
WR Wealth Planners
Missouri
$4.7K -$7.68K -97 -62%
AWA
1836
Alaska Wealth Advisors
Alaska
$4.46K
MIA
1837
MeadowBrook Investment Advisors
Michigan
$4.23K
Allianz Asset Management
1838
Allianz Asset Management
Germany
$3.68K -$30.3M -382,088 -100%
FIM
1839
FWL Investment Management
Texas
$3.21K
HGERS
1840
Householder Group Estate & Retirement Specialist
Arizona
$3K
WH
1841
Wallace Hart
Kentucky
$2.98K
NFSG
1842
Newbridge Financial Services Group
Florida
$2.7K -$11.6K -147 -81%
LIA
1843
Luken Investment Analytics
Tennessee
$2.43K
FMP
1844
Financial Management Professionals
Texas
$2K +$396 +5 +28%
OA
1845
Operose Advisors
Wisconsin
$1.72K
ARC
1846
Advisor Resource Council
Texas
$1.39K -$947K -11,953 -40%
AWM
1847
Aspire Wealth Management
Massachusetts
$1.34K
PWM
1848
Provident Wealth Management
Tennessee
$1.18K
TFA
1849
Transamerica Financial Advisors
Florida
$1K
PCA
1850
Providence Capital Advisors
North Carolina
$313

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.