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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
PPA
201
Painted Porch Advisors
California
$20.6M +$1.17M +14,591 +6%
CM
202
Cornerstone Management
Georgia
$20M -$2.2M -27,356 -10%
AFO
203
Allie Family Office
Florida
$19.7M -$140K -1,745 -0.7%
FTA
204
Financial & Tax Architects
Missouri
$19.3M -$410K -5,094 -2%
PP
205
Prosperity Planning
Missouri
$19.3M +$228K +2,836 +1%
FHB
206
First Hawaiian Bank
Hawaii
$19.3M -$340K -4,224 -2%
AAS
207
Avantax Advisory Services
Texas
$19.3M +$319K +3,968 +2%
UW
208
Unique Wealth
Florida
$19.3M +$4.34M +53,877 +31%
Kovitz Investment Group Partners
209
Kovitz Investment Group Partners
Illinois
$19.2M +$14.9M +185,542 +41%
LSAG
210
Lake Street Advisors Group
New Hampshire
$19.2M -$105K -1,299 -0.6%
MIP
211
Mondrian Investment Partners
United Kingdom
$19.1M +$15.2M +189,381 +479%
PAI
212
Pittenger & Anderson Inc
Nebraska
$19M -$20.2K -251 -0.1%
BJL
213
Brighton Jones LLC
Washington
$18.8M -$1.06M -13,188 -6%
RW
214
RVW Wealth
California
$18.4M -$325K -4,041 -2%
Lazard Asset Management
215
Lazard Asset Management
New York
$18.1M -$33.7M -418,456 -66%
PCS
216
Personal CFO Solutions
New Jersey
$18.1M -$1.27M -15,775 -7%
SPIA
217
Steward Partners Investment Advisory
New York
$17.8M +$1.26M +15,658 +8%
CIA
218
Concurrent Investment Advisors
Florida
$17.8M +$15.6M +194,390 +1,057%
PA
219
Parallel Advisors
California
$17.7M +$516K +6,408 +3%
UFA
220
US Financial Advisors
Massachusetts
$17.7M +$282K +3,504 +2%
PFM
221
Patton Fund Management
Texas
$17.6M -$567K -7,053 -3%
AI
222
Atria Investments
North Carolina
$17.6M -$26M -323,235 -61%
TWA
223
Tandem Wealth Advisors
Arizona
$17.5M -$3.38M -42,055 -17%
PAS
224
Park Avenue Securities
New York
$17.5M -$71.5K -889 -0.4%
AFG
225
ABLE Financial Group
Arizona
$17.5M +$2.34M +29,100 +16%

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.