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iShares MSCI EAFE ETF
EFA

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: 148 → 159 (+11)

2% more capital invested

Capital invested by funds: $44.5B → $45.6B (+$1.07B)

0% more funds holding

Funds holding: 1,848 → 1,854 (+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

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$152M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$145M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$139M
4
HMH
Hackensack Meridian Health
New Jersey
+$123M
5
Cerity Partners
Cerity Partners
New York
+$119M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.61B
2
Bank of America
Bank of America
North Carolina
-$296M
3
JP Morgan Chase
JP Morgan Chase
New York
-$290M
4
SP
Stairway Partners
Illinois
-$209M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$118M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1851
McClarren Financial Advisors
Pennsylvania
$1.71K +$190K +2,363 +504%
BWP
1852
Baldwin Wealth Partners
Massachusetts
$1.67K -$31.4K -390 -95%
AWM
1853
Aspire Wealth Management
Massachusetts
$1.43K – – –
TFA
1854
Transamerica Financial Advisors
Florida
$1K – – –
WGS
1855
Washington Growth Strategies
District of Columbia
$405 +$2.65K +33 New
PCA
1856
Providence Capital Advisors
North Carolina
$335 – – –
RFG
1857
REAP Financial Group
Texas
$335 – – –
CMP
1858
Coston McIsaac & Partners
Maine
$92 – – –
IG
1859
ING Group
Netherlands
– -$19.8M -252,300 Closed
SL
1860
SWMG LLC
Texas
– -$19.4M -247,939 Closed
KWM
1861
Kaydan Wealth Management
Michigan
– -$15.5M -197,955 Closed
SW
1862
SVB Wealth
Massachusetts
– -$12.6M -160,947 Closed
Capital Fund Management (CFM)
1863
Capital Fund Management (CFM)
France
– -$12.3M -153,424 Closed
COPPSERS
1864
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$11.2M -143,390 Closed
MWM
1865
Mittelman Wealth Management
Massachusetts
– -$10.2M -130,198 Closed
KM
1866
Kabouter Management
Illinois
– -$7.96M -101,720 Closed
SFC
1867
Strategic Financial Concepts
Texas
– -$73.7K -77,820 Closed
New York State Common Retirement Fund
1868
New York State Common Retirement Fund
New York
– -$5M -63,853 Closed
Schroder Investment Management Group
1869
Schroder Investment Management Group
United Kingdom
– -$5M -63,853 Closed
CLG
1870
Cooperman Leon G
– -$4.77M -60,937 Closed
ICM
1871
Ionic Capital Management
New York
– -$4.38M -54,425 Closed
HF
1872
HRT Financial
New York
– -$3.55M -45,367 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1873
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$3.16M -40,330 Closed
WIM
1874
Warwick Investment Management
Texas
– -$2.91M -37,181 Closed
Parallax Volatility Advisers
1875
Parallax Volatility Advisers
California
– -$2.85M -35,406 Closed
73 74
75
76 77

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.