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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
FSA
2026
Fort Sheridan Advisors
Illinois
-$207K -2,472 Closed
BCP
2027
Blue Chip Partners
Michigan
-$206K -2,467 Closed
MA
2028
MONECO Advisors
Connecticut
-$204K -2,439 Closed
LWM
2029
LongView Wealth Management
Georgia
-$204K -2,434 Closed
MAM
2030
Milestone Asset Management
Pennsylvania
-$203K -2,433 Closed
FTDI
2031
First Trust Direct Indexing
Massachusetts
-$203K -2,430 Closed
LI
2032
Lafayette Investments
Maryland
-$203K -2,430 Closed
MWP
2033
Madison Wealth Partners
Wisconsin
-$203K -2,430 Closed
PL
2034
Parthenon LLC
Kentucky
-$202K -2,413 Closed
AWA
2035
Alta Wealth Advisors
Massachusetts
-$202K -2,410 Closed
SIAS
2036
Summit Investment Advisory Services
Minnesota
-$201K -2,408 Closed
SIA
2037
Spectrum Investment Advisors
Wisconsin
-$200K -2,394 Closed
GGS
2038
Galvin Gaustad & Stein
Arizona
-$200K -2,392 Closed
VAMG
2039
Voisard Asset Management Group
Michigan
-$89.5K -1,070 Closed
FCM
2040
Fourpath Capital Management
Oklahoma
-$83.5K -999 Closed
PWM
2041
Partnership Wealth Management
Maryland
-$82.1K -982 Closed
JPWM
2042
Jamison Private Wealth Management
Georgia
-$47.3K -565 Closed
CP
2043
Castleview Partners
Texas
-$46.2K -552 Closed
JIP
2044
Jaffetilchin Investment Partners
Florida
-$44.7K -534 Closed
KSWA
2045
Kathleen S. Wright Associates
Pennsylvania
-$43.2K -517 Closed
MSS
2046
Mitchell Sinkler & Starr
Pennsylvania
-$23.4K -280 Closed
ATS
2047
Ashton Thomas Securities
New York
-$15.1K -180 Closed
FAM
2048
Flaharty Asset Management
Florida
-$11.7K -140 Closed
N
2049
Natixis
France
-$9.2K -110 Closed
AWA
2050
Alaska Wealth Advisors
Alaska
-$7.69K -92 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.