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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
BlackRock
1
BlackRock
New York
$7.2B +$619M +7,813,783 +9%
Goldman Sachs
2
Goldman Sachs
New York
$3B +$573M +7,240,006 +22%
Bank of America
3
Bank of America
North Carolina
$2.77B +$307M +3,871,632 +12%
Morgan Stanley
4
Morgan Stanley
New York
$1.78B -$96.7M -1,221,344 -5%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.67B +$116M +1,463,799 +7%
Northern Trust
6
Northern Trust
Illinois
$1.57B -$15.8M -198,906 -0.9%
Wells Fargo
7
Wells Fargo
California
$1.13B +$61.5M +776,790 +5%
UBS Group
8
UBS Group
Switzerland
$882M +$67.3M +849,254 +8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$715M -$13M -164,735 -2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$674M -$18.5M -233,059 -3%
NMIMC
11
Northwestern Mutual Investment Management Company
Wisconsin
$651M +$159M +2,005,170 +30%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$607M -$52.4M -661,549 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$602M +$55M +694,704 +10%
US Bancorp
14
US Bancorp
Minnesota
$568M +$152K +1,925 +0%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$562M -$89.1M -1,124,438 -13%
AG
16
AlTi Global
New York
$557M +$34.4M +434,415 +6%
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$509M -$721K -9,099 -57%
TD Asset Management
18
TD Asset Management
Ontario, Canada
$497M -$41.1M -519,115 -7%
Capital International Investors
19
Capital International Investors
California
$339M +$284M +3,589,503 +401%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$329M -$81.2M -1,025,878 -19%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$316M -$244M -3,077,889 -42%
LPL Financial
22
LPL Financial
California
$299M +$20.7M +260,781 +7%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$290M +$6M +75,717 +2%
Raymond James Financial
24
Raymond James Financial
Florida
$259M +$271M +3,422,165 New
Truist Financial
25
Truist Financial
North Carolina
$255M +$10.7M +134,539 +4%

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.