We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,940 hedge funds and large institutions have $43B invested in iShares MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 692 increasing their positions, 671 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 113

5% more funds holding

Funds holding: 1,8551,940 (+85)

1.7% more ownership

Funds ownership: 78.13%79.82% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 692 | Existing positions reduced: 671

6% less capital invested

Capital invested by funds: $45.6B → $43B (-$2.61B)

15% less funds holding in top 10

Funds holding in top 10: 159135 (-24)

17% less call options, than puts

Call options by funds: $5.24B | Put options by funds: $6.34B

Holders
1,940
Holders Change
+85
Holders Change %
+4.58%
% of All Funds
25.55%
Holding in Top 10
135
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-15.09%
% of All Funds
1.78%
New
237
Increased
692
Reduced
671
Closed
113
Calls
$5.24B
Puts
$6.34B
Net Calls
-$1.1B
Net Calls Change
+$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1926
Sanctuary Wealth Management
Idaho
$5.29K
KWM
1927
Kiker Wealth Management
Georgia
$4.84K +$5.07K +64 New
TIM
1928
Thompson Investment Management
Wisconsin
$4.69K
WWP
1929
WR Wealth Planners
Missouri
$4.54K
RCM
1930
Raleigh Capital Management
North Carolina
$4.52K +$4.75K +60 New
MIA
1931
MeadowBrook Investment Advisors
Michigan
$4.08K
FMP
1932
Financial Management Professionals
Texas
$4.03K -$47.4K -599 -92%
Allianz Asset Management
1933
Allianz Asset Management
Germany
$3.48K +$317 +4 +10%
CFP
1934
Comprehensive Financial Planning
Pennsylvania
$3.29K +$3.48K +44 New
NRWA
1935
North Ridge Wealth Advisors
Oregon
$3.02K +$3.17K +40 New
NFSG
1936
Newbridge Financial Services Group
Florida
$2.65K +$2.77K +35 New
LIA
1937
Luken Investment Analytics
Tennessee
$2.34K
RFS
1938
Richardson Financial Services
Massachusetts
$2.12K +$2.22K +28 New
NS
1939
NBC Securities
Alabama
$2.03K -$2.23M -28,140 -100%
TFA
1940
Transamerica Financial Advisors
Florida
$1K
IRC
1941
Investors Research Corp
Georgia
$378 -$8.32K -105 -95%
RFG
1942
REAP Financial Group
Texas
$302
Capstone Investment Advisors
1943
Capstone Investment Advisors
New York
$76 -$363K -4,583 -100%
OMC
1944
Old Mission Capital
Illinois
-$92.7M -1,171,011 Closed
DS
1945
DRW Securities
Illinois
-$76.6M -915,832 Closed
Walleye Trading
1946
Walleye Trading
New York
-$33.2M -419,091 Closed
STA
1947
Summit Trail Advisors
New York
-$28.6M -341,991 Closed
PRS
1948
Pinkerton Retirement Specialists
Idaho
-$23.1M -275,968 Closed
PCS
1949
Personal CFO Solutions
New Jersey
-$18.1M -216,610 Closed
DBG
1950
De Burlo Group
Massachusetts
-$16.6M -198,200 Closed

EFA Hedge Fund Activity: Q4 2024 in Review

1,940 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2024, worth a combined $43B — down 5.7% from $45.6B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new EFA positions and 113 closed out — a net gain of 124 holders — while 692 added to existing stakes and 671 trimmed.

The largest buyer was BlackRock, adding an estimated $619M. The largest seller was Jane Street, cutting an estimated $792M.

  • 1,940 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2024, up from 1,855 in Q3 2024.
  • Funds reported $43B of iShares MSCI EAFE ETF stock for Q4 2024, down 5.7% quarter-over-quarter.
  • 237 funds opened new iShares MSCI EAFE ETF positions in Q4 2024 and 113 closed out, a net change of +124 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2024 was BlackRock, an estimated $619M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2024 was Jane Street, an estimated $792M sold.

Based on aggregated 13F filings for Q4 2024.