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iShares MSCI EAFE ETF
EFA

1,850 hedge funds and large institutions have $45B invested in iShares MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 483 increasing their positions, 825 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 110

5% more capital invested

Capital invested by funds: $42.7B → $45B (+$2.25B)

0.88% more ownership

Funds ownership: 83.07% → 83.95% (+0.88%)

1% less funds holding

Funds holding: 1,863 → 1,850 (-13)

4% less funds holding in top 10

Funds holding in top 10: 163 → 156 (-7)

41% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 825

42% less call options, than puts

Call options by funds: $5.36B | Put options by funds: $9.17B

Holders
1,850
Holders Change
-13
Holders Change %
-0.7%
% of All Funds
26.65%
Holding in Top 10
156
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.29%
% of All Funds
2.25%
New
123
Increased
483
Reduced
825
Closed
110
Calls
$5.36B
Puts
$9.17B
Net Calls
-$3.81B
Net Calls Change
-$2.34B

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.2B
2
JP Morgan Chase
JP Morgan Chase
New York
+$315M
3
Citigroup
Citigroup
New York
+$299M
4
Bank of America
Bank of America
North Carolina
+$221M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$103M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.56B
2
Goldman Sachs
Goldman Sachs
New York
-$256M
3
SG Americas Securities
SG Americas Securities
New York
-$237M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$200M
5
JHU
Johns Hopkins University
Maryland
-$138M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1876
Smith Salley Wealth Management
North Carolina
– -$5.4M -71,706 Closed
MWM
1877
MY Wealth Management
Maryland
– -$5.11M -67,801 Closed
CI
1878
Cavalier Investments
Georgia
– -$4.2M -55,721 Closed
State of Tennessee, Department of Treasury
1879
State of Tennessee, Department of Treasury
Tennessee
– -$3.75M -49,824 Closed
RI
1880
Rinkey Investments
California
– -$3.43M -45,478 Closed
CWP
1881
Curated Wealth Partners
California
– -$2.46M -32,151 Closed
SCA
1882
St. Clair Advisors
Ohio
– -$2.22M -29,447 Closed
SGWM
1883
Sterling Group Wealth Management
California
– -$2.18M -28,909 Closed
Invesco
1884
Invesco
Georgia
– -$2.05M -27,264 Closed
HJGA
1885
Hardman Johnston Global Advisors
Connecticut
– -$1.44M -19,075 Closed
LCWP
1886
Legacy Capital Wealth Partners
Arkansas
– -$1.41M -18,748 Closed
HWM
1887
HFG Wealth Management
Texas
– -$1.13M -15,016 Closed
BCM
1888
Bluefin Capital Management
New York
– -$1.01M -13,400 Closed
SIA
1889
Spectrum Investment Advisors
Wisconsin
– -$1.01M -13,400 Closed
IIM
1890
INTECH Investment Management
Florida
– -$997K -13,233 Closed
RCMF
1891
RK Capital Management (Florida)
Florida
– -$957K -12,700 Closed
SAG
1892
SageView Advisory Group
California
– -$941K -12,484 Closed
IFS
1893
Ifrah Financial Services
Arkansas
– -$838K -11,124 Closed
EFH
1894
Eaton Financial Holdings
Florida
– -$837K -11,105 Closed
AI
1895
Aperture Investors
New York
– -$794K -10,532 Closed
PCA
1896
Prosperity Capital Advisors
Ohio
– -$735K -9,750 Closed
MSR
1897
Main Street Research
Connecticut
– -$708K -9,400 Closed
CCM
1898
Carlson Capital Management
Minnesota
– -$696K -9,242 Closed
SCM
1899
Sollinda Capital Management
Florida
– -$681K -9,043 Closed
MW
1900
Marcum Wealth
Ohio
– -$623K -8,270 Closed
74 75
76
77 78

EFA Hedge Fund Activity: Q1 2024 in Review

1,850 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q1 2024, worth a combined $45B — up 5.3% from $42.7B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EFA positions and 110 closed out — a net gain of 13 holders — while 483 added to existing stakes and 825 trimmed.

The largest buyer was BlackRock, adding an estimated $2.2B. The largest seller was Morgan Stanley, cutting an estimated $1.56B.

  • 1,850 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q1 2024, down from 1,863 in Q4 2023.
  • Funds reported $45B of iShares MSCI EAFE ETF stock for Q1 2024, up 5.3% quarter-over-quarter.
  • 123 funds opened new iShares MSCI EAFE ETF positions in Q1 2024 and 110 closed out, a net change of +13 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q1 2024 was BlackRock, an estimated $2.2B added.
  • The largest iShares MSCI EAFE ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.56B sold.

Based on aggregated 13F filings for Q1 2024.