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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
PAI
201
Pittenger & Anderson Inc
Nebraska
$17.6M +$456K +5,757 +3%
LSAG
202
Lake Street Advisors Group
New Hampshire
$17.6M +$256K +3,231 +1%
DWM
203
Dynasty Wealth Management
Florida
$17.4M -$18.1M -227,949 -50%
WA
204
Waverly Advisors
Alabama
$17.4M +$4.46M +56,326 +32%
BPA
205
Beacon Pointe Advisors
California
$17.3M -$1.78M -22,538 -9%
SPIA
206
Steward Partners Investment Advisory
New York
$16.9M +$854K +10,783 +5%
BBHC
207
Brown Brothers Harriman & Co
New York
$16.8M +$2.77M +35,000 +19%
FHB
208
First Hawaiian Bank
Hawaii
$16.7M -$851K -10,744 -5%
UFA
209
US Financial Advisors
Massachusetts
$16.5M +$539K +6,809 +3%
PA
210
Parallel Advisors
California
$16.3M +$257K +3,243 +2%
TIM
211
Thornburg Investment Management
New Mexico
$16.2M +$11.4M +143,690 +204%
Envestnet Portfolio Solutions
212
Envestnet Portfolio Solutions
Illinois
$15.9M -$8.39M -105,943 -33%
RW
213
RVW Wealth
California
$15.9M -$720K -9,097 -4%
BAM
214
Burgundy Asset Management
Ontario, Canada
$15.9M +$16.7M +210,357 New
FCI
215
Financial Counselors Inc
Kansas
$15.9M -$4.49M -56,678 -21%
SGI
216
Swan Global Investments
Colorado
$15.7M -$7.82M -98,800 -32%
FT
217
Fiduciary Trust
Massachusetts
$15.6M +$2.9M +36,566 +22%
QIM
218
Quest Investment Management
Oregon
$15.5M +$266K +3,353 +2%
ITC
219
Inspire Trust Company
Nevada
$15.4M +$792K +10,000 +5%
Kayne Anderson Rudnick Investment Management
220
Kayne Anderson Rudnick Investment Management
California
$15.4M +$5.84M +73,796 +57%
Principal Financial Group
221
Principal Financial Group
Iowa
$15.2M -$10.7M -134,900 -40%
LFAS
222
Level Four Advisory Services
Texas
$15.2M +$11M +138,742 +222%
PFM
223
Patton Fund Management
Texas
$15.2M -$790K -9,974 -5%
TAMH
224
Taikang Asset Management (HK)
Hong Kong
$15.1M
ACMG
225
Anchor Capital Management Group
California
$15.1M +$15.8M +200,000 New

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.