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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
MPI
2001
Mairs & Power Inc
Minnesota
-$233K -2,792 Closed
EWM
2002
Executive Wealth Management
Michigan
-$228K -2,731 Closed
RA
2003
Rodgers & Associates
Pennsylvania
-$228K -2,725 Closed
EFG
2004
Everhart Financial Group
Ohio
-$228K -2,722 Closed
SP
2005
Successful Portfolios
Florida
-$228K -2,722 Closed
NF
2006
Nikulski Financial
Iowa
-$225K -2,690 Closed
MSA
2007
Marathon Strategic Advisors
Pennsylvania
-$220K -2,635 Closed
RRCM
2008
Rappaport Reiches Capital Management
Illinois
-$219K -2,620 Closed
HP
2009
Holistic Planning
Texas
-$219K -2,619 Closed
PL
2010
Plancorp LLC
Missouri
-$217K -2,594 Closed
CFP
2011
Cascade Financial Partners
California
-$208K -2,582 Closed
RG
2012
Rathbones Group
United Kingdom
-$216K -2,580 Closed
JA
2013
JVL Associates
Michigan
-$216K -2,578 Closed
FNBSF
2014
First National Bank Sioux Falls
South Dakota
-$215K -2,574 Closed
SCM
2015
Schnieders Capital Management
California
-$215K -2,568 Closed
FCB
2016
First County Bank
Connecticut
-$214K -2,555 Closed
PS
2017
Planned Solutions
California
-$214K -2,554 Closed
W
2018
WorthPointe
California
-$214K -2,554 Closed
NPPM
2019
North Point Portfolio Managers
Ohio
-$213K -2,548 Closed
RWIA
2020
Roger Wittlin Investment Advisory
California
-$212K -2,534 Closed
IF
2021
IRON Financial
Illinois
-$212K -2,531 Closed
CHA
2022
Cooper/Haims Advisors
New York
-$210K -2,517 Closed
IWP
2023
Invenio Wealth Partners
Florida
-$209K -2,503 Closed
NCFG
2024
New Century Financial Group
New Jersey
-$208K -2,485 Closed
ECG
2025
EPIQ Capital Group
California
-$207K -2,475 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.