IEFA icon

iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,841 hedge funds and large institutions have $106B invested in iShares Core MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 782 increasing their positions, 634 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,841
Holders Change
+44
Holders Change %
+2.45%
% of All Funds
26.63%
Holding in Top 10
329
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.9%
% of All Funds
4.76%
New
143
Increased
782
Reduced
634
Closed
72
Calls
$12.4M
Puts
$4.06M
Net Calls
+$8.33M
Net Calls Change
+$37.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$786M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$229M
3
SP
Stairway Partners
Illinois
+$220M
4
Prudential Financial
Prudential Financial
New Jersey
+$202M
5
Wells Fargo
Wells Fargo
California
+$181M

Top Sellers

1
Jane Street
Jane Street
New York
-$957M
2
Goldman Sachs
Goldman Sachs
New York
-$388M
3
AA
Alesco Advisors
New York
-$203M
4
OMC
Old Mission Capital
Illinois
-$196M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSA
251
Global Wealth Strategies & Associates
Colorado
$32.6M +$1.05M +13,464 +3%
LFG
252
Larson Financial Group
Missouri
$32.6M +$2.8M +35,937 +9%
CWM
253
Cranbrook Wealth Management
Michigan
$32.4M +$186K +2,384 +0.6%
CCM
254
Coldstream Capital Management
Washington
$32.3M -$682K -8,739 -2%
FWM
255
Fairhaven Wealth Management
Illinois
$32.1M +$741K +9,496 +2%
Financial Engines Advisors
256
Financial Engines Advisors
California
$32M +$468K +5,998 +1%
WT
257
Whittier Trust
California
$31.9M +$757K +9,695 +2%
RSWM
258
Robertson Stephens Wealth Management
California
$31.9M +$19.9M +254,733 +166%
TCWA
259
Turtle Creek Wealth Advisors
Texas
$31.5M +$4.19M +53,688 +15%
SWP
260
Stratos Wealth Partners
Ohio
$31.5M +$1.05M +13,480 +3%
HW
261
Hancock Whitney
Mississippi
$31.4M +$141K +1,808 +0.5%
SPIA
262
Strategic Point Investment Advisors
Rhode Island
$31.2M +$165K +2,114 +0.5%
PI
263
Parkside Investments
Illinois
$30.7M +$2.68M +34,311 +10%
SAS
264
Sage Advisory Services
Texas
$30.6M – – –
American Century Companies
265
American Century Companies
Missouri
$30.5M +$6.24M +80,000 +26%
IL
266
Investure LLC
Virginia
$30.4M +$10.3M +131,638 +51%
AIM
267
Acropolis Investment Management
Missouri
$30.3M -$98.8K -1,266 -0.3%
PAS
268
Park Avenue Securities
New York
$30.3M +$314K +4,021 +1%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$30M +$3.71M +47,513 +14%
SI
270
Stash Investments
New York
$30M +$1.37M +17,588 +5%
BBA
271
BLB&B Advisors
Pennsylvania
$29.9M -$233K -2,981 -0.8%
PA
272
Probity Advisors
Texas
$29.8M +$1.42M +18,146 +5%
CB
273
Community Bank
New York
$29.7M -$2.82M -36,183 -9%
TFO
274
Tarbox Family Office
California
$29.7M -$717K -9,182 -2%
RDFA
275
Ritter Daniher Financial Advisory
Ohio
$29.5M +$684K +8,762 +2%
9 10
11
12 13