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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
BlackRock
1
BlackRock
New York
$7.31B -$1.61B -19,964,358 -19%
Bank of America
2
Bank of America
North Carolina
$2.74B -$296M -3,679,547 -10%
Goldman Sachs
3
Goldman Sachs
New York
$2.71B -$49.6M -616,206 -2%
Morgan Stanley
4
Morgan Stanley
New York
$2.07B -$24.4M -303,633 -1%
Northern Trust
5
Northern Trust
Illinois
$1.75B -$9.35M -116,247 -0.6%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.72B -$290M -3,605,039 -15%
Wells Fargo
7
Wells Fargo
California
$1.18B -$4.68M -58,203 -0.4%
Jane Street
8
Jane Street
New York
$1.05B +$33.4M +415,580 +3%
UBS Group
9
UBS Group
Switzerland
$905M -$5.45M -67,710 -0.6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$805M -$13.5M -167,219 -2%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$765M -$15.8M -195,848 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$727M +$152M +1,884,911 +28%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$715M -$17.3M -214,475 -2%
US Bancorp
14
US Bancorp
Minnesota
$628M -$2.42M -30,028 -0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$608M -$6.53M -81,129 -1%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$607M +$139M +1,727,451 +31%
TD Asset Management
17
TD Asset Management
Ontario, Canada
$595M +$102M +1,262,274 +22%
AG
18
AlTi Global
New York
$579M +$22M +273,481 +4%
NMIMC
19
Northwestern Mutual Investment Management Company
Wisconsin
$552M +$145M +1,798,885 +37%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$451M +$4.61M +57,304 +1%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$316M +$3.64M +45,301 +1%
LPL Financial
22
LPL Financial
California
$309M +$1.84M +22,882 +0.6%
Truist Financial
23
Truist Financial
North Carolina
$271M -$13.4M -166,803 -5%
BOTOTLSJU
24
Board of Trustees of The Leland Stanford Junior University
California
$269M
Mariner
25
Mariner
Kansas
$247M -$2.52M -31,302 -1%

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.