We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

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: 1,8631,850 (-13)

4% less funds holding in top 10

Funds holding in top 10: 163156 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
1926
Beverly Hills Private Wealth
California
-$220K -2,924 Closed
MSA
1927
Marathon Strategic Advisors
Pennsylvania
-$217K -2,876 Closed
SA
1928
Sunesis Advisors
Kansas
-$215K -2,851 Closed
AFG
1929
Allegheny Financial Group
Pennsylvania
-$212K -2,816 Closed
MWM
1930
Merriman Wealth Management
Washington
-$209K -2,771 Closed
WCM
1931
Winthrop Capital Management
Indiana
-$208K -2,759 Closed
RPSA
1932
Richard P. Slaughter Associates
Texas
-$207K -2,710 Closed
JWM
1933
Jackson Wealth Management
Florida
-$203K -2,700 Closed
1CP
1934
17 Capital Partners
Arizona
-$201K -2,669 Closed
LWM
1935
Lakeridge Wealth Management
Ohio
-$201K -2,663 Closed
ASBI
1936
American State Bank (Iowa)
Iowa
-$172K -2,280 Closed
MFG
1937
Mendota Financial Group
Wisconsin
-$132K -1,750 Closed
Pacer Advisors
1938
Pacer Advisors
Pennsylvania
-$119K -1,580 Closed
MSS
1939
Mitchell Sinkler & Starr
Pennsylvania
-$117K -1,555 Closed
CP
1940
Covenant Partners
Tennessee
-$112K -1,485 Closed
CMAI
1941
Capital Management Associates Inc
Minnesota
-$529K -1,450 Closed
LIWM
1942
Long Island Wealth Management
New York
-$85K -1,122 Closed
FPFS
1943
First Personal Financial Services
North Carolina
-$75.3K -1,000 Closed
LF
1944
Lee Financial
Texas
-$62.8K -833 Closed
BGAI
1945
Bruce G. Allen Investments
Colorado
-$59.2K -786 Closed
RIM
1946
Rockbridge Investment Management
New York
-$55.8K -741 Closed
Harris Associates
1947
Harris Associates
Illinois
-$50.4K -669 Closed
LFA
1948
Level Financial Advisors
New York
-$50K -664 Closed
AC
1949
AlphaCore Capital
California
-$43.7K -580 Closed
SGC
1950
Slocum, Gordon & Co
Rhode Island
-$37.7K -500 Closed

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.