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iShares MSCI EAFE ETF

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: 148159 (+11)

2% more capital invested

Capital invested by funds: $44.5B → $45.6B (+$1.07B)

0% more funds holding

Funds holding: 1,8481,854 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RWMG
1926
Redwood Wealth Management Group
New Jersey
-$111K -1,420 Closed
RFG
1927
RFP Financial Group
Georgia
-$78.9K -1,007 Closed
LI
1928
LRI Investments
Florida
-$72.8K -929 Closed
TCCM
1929
Timber Creek Capital Management
Massachusetts
-$61.5K -785 Closed
VWM
1930
Valley Wealth Managers
New Jersey
-$50.2K -641 Closed
IC
1931
Innealta Capital
Texas
-$43K -549 Closed
BIC
1932
Beach Investment Counsel
Pennsylvania
-$35K -441 Closed
TWP
1933
Triad Wealth Partners
Kansas
-$25.3K -323 Closed
WWMSC
1934
Wagner Wealth Management (South Carolina)
South Carolina
-$15.7K -200 Closed
OWA
1935
Opal Wealth Advisors
New York
-$10.7K -137 Closed
VAG
1936
VisionPoint Advisory Group
Texas
-$10.3K -132 Closed
TSWM
1937
Tyler-Stone Wealth Management
Ohio
-$8.07K -103 Closed
MWA
1938
MFA Wealth Advisors
Pennsylvania
-$6.82K -87 Closed
HWP
1939
Highline Wealth Partners
California
-$6.27K -80 Closed
CC
1940
Cultivar Capital
Texas
-$5.32K -68 Closed
IRAG
1941
Investment Research & Advisory Group
Georgia
-$5.01K -64 Closed
NFSG
1942
Newbridge Financial Services Group
Florida
-$2.7K -35 Closed
BFS
1943
Bare Financial Services
Pennsylvania
-$56 -1 Closed

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.