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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
BFP
176
Brewster Financial Planning
New York
$24.6M +$312K +3,882 +1%
SI
177
Stephens Inc
Arkansas
$24.6M +$783K +9,732 +3%
B
178
Bailard
California
$24.5M -$78.9M -980,240 -77%
FCFC
179
First Commonwealth Financial Corp
Pennsylvania
$24.5M -$345K -4,286 -1%
IC
180
IEQ Capital
California
$24.5M +$741K +9,210 +3%
GF
181
Greenfield FTC
Nevada
$24.3M
GSAM
182
Grant Street Asset Management
Pennsylvania
$24M +$19.8M +246,018 +605%
FMI
183
F/M Investments
District of Columbia
$23.6M
COI
184
Connable Office Inc
Michigan
$23.3M -$1.43M -17,745 -6%
LI
185
Latigo Investments
Florida
$23.3M
Citigroup
186
Citigroup
New York
$23.3M -$13.8M -170,957 -38%
PRS
187
Pinkerton Retirement Specialists
Idaho
$23.1M +$22.2M +275,968 New
MMA
188
Miracle Mile Advisors
California
$23M +$640K +7,958 +3%
AI
189
Arrien Investments
Idaho
$22.8M -$110K -1,368 -0.5%
FCI
190
Financial Counselors Inc
Kansas
$22.3M +$6.43M +79,927 +43%
SL
191
Salomon & Ludwin
Virginia
$21.9M -$1.93M -24,037 -8%
IA
192
IFP Advisors
Florida
$21.7M -$369K -4,582 -2%
VC
193
Vestor Capital
Illinois
$21.6M -$336K -4,181 -2%
CC
194
Courier Capital
New York
$21.6M +$448K +5,563 +2%
VCM
195
Verger Capital Management
North Carolina
$21.5M -$1.79M -22,290 -8%
CGFA
196
Colton Groome Financial Advisors
North Carolina
$21.3M +$366K +4,553 +2%
AWM
197
Apollon Wealth Management
South Carolina
$21.3M +$16.6M +206,096 +427%
CI
198
Conning Inc
Connecticut
$21.2M +$142K +1,764 +0.7%
BPA
199
Beacon Pointe Advisors
California
$21M -$1.02M -12,722 -5%
PGA
200
Portland Global Advisors
Maine
$20.7M +$140K +1,744 +0.7%

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.