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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
LA
1876
Latitude Advisors
Florida
– -$1.82M -23,282 Closed
JFG
1877
Jefferies Financial Group
New York
– -$1.81M -23,110 Closed
VCM
1878
Virtue Capital Management
Tennessee
– -$1.7M -21,246 Closed
SSG
1879
Summit Securities Group
New York
– -$1.57M -20,100 Closed
RGC
1880
Roberts, Glore & Co
Illinois
– -$1.06M -13,496 Closed
JSW
1881
Journey Strategic Wealth
New Jersey
– -$1.03M -13,118 Closed
IWP
1882
Innova Wealth Partners
Pennsylvania
– -$968K -12,358 Closed
WA
1883
Wealth Alliance
New York
– -$945K -12,060 Closed
TG
1884
TCW Group
California
– -$898K -11,460 Closed
Charles Schwab
1885
Charles Schwab
California
– -$812K -10,366 Closed
IAA
1886
Independent Advisor Alliance
North Carolina
– -$797K -10,176 Closed
KWM
1887
Keebeck Wealth Management
Illinois
– -$608K -7,759 Closed
EP
1888
Edgestream Partners
New Jersey
– -$526K -6,715 Closed
FFS
1889
Founders Financial Securities
Maryland
– -$525K -6,698 Closed
WMWM
1890
Whitaker-Myers Wealth Managers
Ohio
– -$513K -6,545 Closed
MCG
1891
McCollum Christoferson Group
New York
– -$478K -6,100 Closed
CSS
1892
Cubist Systematic Strategies
Connecticut
– -$440K -5,473 Closed
NG
1893
Northstar Group
New York
– -$419K -5,349 Closed
GIS
1894
Grayhawk Investment Strategies
Alberta, Canada
– -$399K -5,097 Closed
SFB
1895
STAR Financial Bank
Indiana
– -$334K -4,267 Closed
AWM
1896
Ariadne Wealth Management
California
– -$313K -4,000 Closed
PH
1897
Pinnacle Holdings
Oklahoma
– -$313K -3,996 Closed
LIG
1898
Lokken Investment Group
Delaware
– -$312K -3,978 Closed
VT
1899
Vise Technologies
New York
– -$307K -3,916 Closed
GC
1900
GFG Capital
Florida
– -$302K -3,860 Closed
74 75
76
77 78

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.