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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
JGIA
1826
Jackson Grant Investment Advisers
Connecticut
$9.28K +$8.93K +111 New
N
1827
Natixis
France
$9.2K -$230K -2,853 -96%
IRC
1828
Investors Research Corp
Georgia
$9.2K
TCM
1829
Tanaka Capital Management
New York
$9K
SC
1830
Sawyer & Company
Massachusetts
$9K +$8.77K +109 New
PGAM
1831
Princeton Global Asset Management
New Jersey
$8.36K
HCM
1832
Horrell Capital Management
Arkansas
$8K
AWA
1833
Alaska Wealth Advisors
Alaska
$7.69K +$2.82K +35 +61%
HC
1834
Hara Capital
Washington
$7.61K +$7.32K +91 New
PCFFS
1835
Pacific Center for Financial Services
California
$7.44K
AP
1836
Atwood & Palmer
Missouri
$7.03K -$11.1K -138 -62%
LWA
1837
Lowe Wealth Advisors
Maryland
$6.44K
LI
1838
Louisbourg Investments
New Brunswick, Canada
$6.27K
PWM
1839
Provident Wealth Management
Tennessee
$5.94K +$4.51K +56 +373%
SWM
1840
Sanctuary Wealth Management
Idaho
$5.85K
BOC
1841
Bull Oak Capital
California
$5.85K +$5.63K +70 New
IAIM
1842
International Assets Investment Management
Florida
$5.46K +$36.2M +449,336 +6,217%
TIM
1843
Thompson Investment Management
Wisconsin
$5.18K
WWP
1844
WR Wealth Planners
Missouri
$5.02K
MIA
1845
MeadowBrook Investment Advisors
Michigan
$4.52K
HGERS
1846
Householder Group Estate & Retirement Specialist
Arizona
$4K +$966 +12 +28%
Allianz Asset Management
1847
Allianz Asset Management
Germany
$3.51K -$402 -5 -11%
WH
1848
Wallace Hart
Kentucky
$3.18K
LIA
1849
Luken Investment Analytics
Tennessee
$2.59K
AAG
1850
Armstrong Advisory Group
Massachusetts
$2.26K +$2.17K +27 New

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.