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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
LWMNY
1901
Landmark Wealth Management (New York)
New York
-$448K -5,613 Closed
OFS
1902
OneAscent Financial Services
Alabama
-$415K -5,195 Closed
JCM
1903
Jag Capital Management
Missouri
-$412K -5,155 Closed
LBA
1904
Letko, Brosseau & Associates
Quebec, Canada
-$401K -5,025 Closed
SCM
1905
Saxony Capital Management
Missouri
-$362K -4,531 Closed
FA
1906
Fountainhead AM
New Jersey
-$358K -4,487 Closed
PWS
1907
Precision Wealth Strategies
Missouri
-$355K -4,446 Closed
NA
1908
Navellier & Associates
Nevada
-$327K -4,092 Closed
LFA
1909
Legacy Financial Advisors
Kentucky
-$307K -3,840 Closed
TA
1910
TKG Advisors
Indiana
-$303K -3,788 Closed
GCM
1911
Genus Capital Management
British Columbia, Canada
-$294K -3,715 Closed
LAIC
1912
Lederer & Associates Investment Counsel
California
-$296K -3,710 Closed
ACM
1913
Ategra Capital Management
Virginia
-$280K -3,511 Closed
MAM
1914
Meeder Asset Management
Ohio
-$274K -3,427 Closed
NPA
1915
Nichols & Pratt Advisers
Massachusetts
-$272K -3,403 Closed
CWS
1916
Cypress Wealth Services
California
-$269K -3,367 Closed
DAS
1917
Diversify Advisory Services
Utah
-$259K -3,251 Closed
CBFP
1918
Cedar Brook Financial Partners
Ohio
-$242K -3,031 Closed
WJWM
1919
Williams Jones Wealth Management
New York
-$242K -3,030 Closed
TBNY
1920
Trustco Bank (New York)
New York
-$224K -2,803 Closed
HIC
1921
Hartline Investment Corp
Illinois
-$218K -2,724 Closed
EWM
1922
Executive Wealth Management
Michigan
-$215K -2,706 Closed
HFS
1923
Howard Financial Services
Texas
-$210K -2,633 Closed
RFA
1924
Resurgent Financial Advisors
Georgia
-$209K -2,615 Closed
IF
1925
IRON Financial
Illinois
-$208K -2,607 Closed

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.