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iShares MSCI EAFE ETF

1,849 hedge funds and large institutions have $44.5B invested in iShares MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 648 increasing their positions, 709 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 96

0% less funds holding

Funds holding: 1,8501,849 (-1)

0.54% less ownership

Funds ownership: 83.95%83.41% (-0.54%)

1% less capital invested

Capital invested by funds: $45B → $44.5B (-$424M)

9% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 709

5% less funds holding in top 10

Funds holding in top 10: 156148 (-8)

36% less call options, than puts

Call options by funds: $5.37B | Put options by funds: $8.44B

Holders
1,849
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
26.7%
Holding in Top 10
148
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.13%
% of All Funds
2.14%
New
124
Increased
648
Reduced
709
Closed
96
Calls
$5.37B
Puts
$8.44B
Net Calls
-$3.06B
Net Calls Change
+$744M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
201
Brighton Jones LLC
Washington
$18.6M +$367K +4,634 +2%
AFO
202
Allie Family Office
Florida
$18.6M +$248K +3,127 +1%
FTA
203
Financial & Tax Architects
Missouri
$18.5M +$443K +5,597 +2%
FHB
204
First Hawaiian Bank
Hawaii
$18.4M -$2.41M -30,382 -11%
PCS
205
Personal CFO Solutions
New Jersey
$18.2M +$17.9M +225,534 +3,292%
PPA
206
Painted Porch Advisors
California
$18.2M +$1.7M +21,514 +10%
LSAG
207
Lake Street Advisors Group
New Hampshire
$18.1M -$1.02M -12,850 -5%
PP
208
Prosperity Planning
Missouri
$17.9M +$146K +1,844 +0.8%
RMC
209
Regis Management Company
California
$17.9M
PAI
210
Pittenger & Anderson Inc
Nebraska
$17.8M -$17.6K -222 -0.1%
AAS
211
Avantax Advisory Services
Texas
$17.7M +$4.29M +54,118 +31%
RW
212
RVW Wealth
California
$17.5M -$924K -11,659 -5%
PFM
213
Patton Fund Management
Texas
$17M -$644K -8,129 -4%
CF
214
Corebridge Financial
Texas
$16.6M +$16.7M +211,300 New
CFO
215
Callan Family Office
Pennsylvania
$16.4M -$1.13M -14,292 -6%
PAS
216
Park Avenue Securities
New York
$16.4M +$12.1M +153,263 +271%
SG Americas Securities
217
SG Americas Securities
New York
$16.4M -$23.2M -292,991 -58%
QIM
218
Quest Investment Management
Oregon
$16.4M -$107K -1,351 -0.6%
UFA
219
US Financial Advisors
Massachusetts
$16.3M +$823K +10,386 +5%
HFS
220
Hantz Financial Services
Michigan
$16.2M -$3.36M -42,441 -17%
AIM
221
Allen Investment Management
New York
$16.1M -$4.86M -61,350 -23%
PA
222
Parallel Advisors
California
$16.1M -$611K -7,716 -4%
EWM
223
Evercore Wealth Management
New York
$15.9M -$423K -5,334 -3%
KWM
224
Kaydan Wealth Management
Michigan
$15.5M -$226K -2,859 -1%
SPIA
225
Steward Partners Investment Advisory
New York
$15.5M -$182K -2,293 -1%

EFA Hedge Fund Activity: Q2 2024 in Review

1,849 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2024, worth a combined $44.5B — down 0.94% from $45B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EFA positions and 96 closed out — a net gain of 28 holders — while 648 added to existing stakes and 709 trimmed.

The largest buyer was BlackRock, adding an estimated $343M. The largest seller was Citigroup, cutting an estimated $313M.

  • 1,849 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2024, down from 1,850 in Q1 2024.
  • Funds reported $44.5B of iShares MSCI EAFE ETF stock for Q2 2024, down 0.94% quarter-over-quarter.
  • 124 funds opened new iShares MSCI EAFE ETF positions in Q2 2024 and 96 closed out, a net change of +28 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q2 2024 was BlackRock, an estimated $343M added.
  • The largest iShares MSCI EAFE ETF seller in Q2 2024 was Citigroup, an estimated $313M sold.

Based on aggregated 13F filings for Q2 2024.