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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
JWM
1901
JFG Wealth Management
Colorado
– -$297K -3,794 Closed
FIA
1902
FNY Investment Advisers
New York
– -$281K -3,600 Closed
SSWM
1903
Strait & Sound Wealth Management
California
– -$268K -3,425 Closed
TW
1904
Traveka Wealth
California
– -$256K -3,266 Closed
SAS
1905
SMI Advisory Services
Indiana
– -$254K -3,203 Closed
GI
1906
Gradient Investments
Minnesota
– -$250K -3,194 Closed
DTL
1907
Dynamic Technology Lab
Singapore
– -$246K -3,146 Closed
WCM
1908
Wealthcare Capital Management
Virginia
– -$243K -3,101 Closed
SIG
1909
Stonegate Investment Group
Alabama
– -$240K -3,061 Closed
DSN
1910
D. Scott Neal
Kentucky
– -$239K -3,053 Closed
BBWP
1911
Beacon Bridge Wealth Partners
Pennsylvania
– -$226K -2,890 Closed
PWM
1912
Pacific Wealth Management
California
– -$222K -2,837 Closed
ZIC
1913
ZWJ Investment Counsel
Georgia
– -$218K -2,779 Closed
HB
1914
HTLF Bank
Colorado
– -$217K -2,776 Closed
SWM
1915
SigFig Wealth Management
California
– -$209K -2,757 Closed
VOYA Investment Management
1916
VOYA Investment Management
Georgia
– -$215K -2,750 Closed
RSWA
1917
Robinson Smith Wealth Advisors
Maine
– -$206K -2,624 Closed
BTWM
1918
Baker Tilly Wealth Management
Wisconsin
– -$205K -2,621 Closed
PP
1919
Patten & Patten
Tennessee
– -$204K -2,609 Closed
PWA
1920
Pillar Wealth Advisors
Pennsylvania
– -$204K -2,598 Closed
AFG
1921
Allegheny Financial Group
Pennsylvania
– -$203K -2,587 Closed
B
1922
Bensler
Washington
– -$202K -2,577 Closed
LSPW
1923
Lake Street Private Wealth
Illinois
– -$201K -2,567 Closed
CVA
1924
Central Valley Advisors
California
– -$839K -2,358 Closed
SOS
1925
Silver Oak Securities
Tennessee
– -$132K -1,684 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.