ISHARES MSCI EAFE ETF (EFA) Institutional Ownership Changes & 13F Activity

ISHARES MSCI EAFE ETF (EFA) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Causeway Capital Management, Mairs & Power Growth Fund, Hillman Value Fund, and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2025Hillman Value FundSell-1,89824,386$1,993,106
Q1 2025Matrix Advisors Value FundSell-54914,764$1,206,716
Q1 2025Matrix Private Capital GroupSell-38129,097$2,378,098
Q4 2024Causeway Capital ManagementSell-1,246,00953,024$4,009,181
Q4 2024Hillman Value FundBuy1,31726,284$1,987,368
Q4 2024Sequoia Financial AdvisorsBuy53518,615$1,407,491
Q4 2024Matrix Private Capital GroupBuy12829,478$2,228,832
Q4 2024Matrix Advisors Value FundBuy3615,313$1,157,790
Q3 2024Causeway Capital ManagementBuy1,289,5511,299,033$108,638,146
Q3 2024Sequoia Financial AdvisorsBuy1,26818,080$1,512,000
Q3 2024Hillman Value FundBuy1,21124,967$2,087,975
Q3 2024Matrix Private Capital GroupBuy3529,350$2,454,541
Q2 2024Causeway Capital ManagementBuy2,2439,482$742,686
Q2 2024Sequoia Financial AdvisorsSell-1,81716,812$1,316,855
Q2 2024Matrix Private Capital GroupBuy66029,315$2,296,244
Q2 2024Hillman Value FundSell-43423,756$1,860,793
Q2 2024Matrix Advisors Value FundBuy14415,277$1,197,000
Q1 2024Causeway Capital ManagementSell-4,782,7027,239$578,067
Q1 2024Sequoia Financial AdvisorsSell-2,62718,629$1,487,743
Q1 2024Hillman Value FundBuy52224,190$1,931,828
Q1 2024Matrix Advisors Value FundBuy9315,133$1,208,510
Q4 2023Matrix Private Capital GroupSell-5,92328,655$2,159,154
Q4 2023Sequoia Financial AdvisorsBuy1,28721,256$1,601,633
Q4 2023Matrix Advisors Value FundSell-13715,040$1,133,253
Q4 2023Hillman Value FundSell-7123,668$1,783,398
Q3 2023Causeway Capital ManagementBuy4,770,3454,789,941$330,122,729
Q3 2023Matrix Private Capital GroupBuy1,05534,578$2,383,116
Q3 2023Matrix Advisors Value FundSell-27215,177$1,045,975
Q3 2023Hillman Value FundBuy26223,739$1,636,075
Q3 2023Sequoia Financial AdvisorsBuy1919,969$1,376,233

Frequently asked questions about EFA activity

  • Which institutional owners are buying EFA?

    Institutional owners buying EFA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EFA activity?

    "Buy" means an investor increased their reported position in EFA compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI EAFE ETF (EFA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EFA increasing?

    Institutional interest in EFA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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