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iShares Core MSCI EAFE ETF
IEFA

1,853 hedge funds and large institutions have $106B invested in iShares Core MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 790 increasing their positions, 639 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $4.06M

97% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 72

24% more repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 639

8% more capital invested

Capital invested by funds: $98.8B → $106B (+$7.7B)

2% more funds holding

Funds holding: 1,809 → 1,853 (+44)

0.27% less ownership

Funds ownership: 84.67% → 84.4% (-0.27%)

1% less funds holding in top 10

Funds holding in top 10: 334 → 331 (-3)

Holders
1,853
Holders Change
+44
Holders Change %
+2.43%
% of All Funds
26.61%
Holding in Top 10
331
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.9%
% of All Funds
4.75%
New
142
Increased
790
Reduced
639
Closed
72
Calls
$12.4M
Puts
$4.06M
Net Calls
+$8.33M
Net Calls Change
+$37.1M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$754M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$219M
3
SP
Stairway Partners
Illinois
+$211M
4
Prudential Financial
Prudential Financial
New Jersey
+$194M
5
Wells Fargo
Wells Fargo
California
+$173M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$918M
2
Goldman Sachs
Goldman Sachs
New York
-$372M
3
OMC
Old Mission Capital
Illinois
-$196M
4
AA
Alesco Advisors
New York
-$194M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$153M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
251
Great Lakes Advisors
Illinois
$32.8M +$609K +8,133 +2%
GWSA
252
Global Wealth Strategies & Associates
Colorado
$32.6M +$1.01M +13,464 +3%
LFG
253
Larson Financial Group
Missouri
$32.6M +$2.69M +35,937 +9%
CWM
254
Cranbrook Wealth Management
Michigan
$32.4M +$178K +2,384 +0.6%
CCM
255
Coldstream Capital Management
Washington
$32.3M -$654K -8,739 -2%
FWM
256
Fairhaven Wealth Management
Illinois
$32.1M +$711K +9,496 +2%
Financial Engines Advisors
257
Financial Engines Advisors
California
$32M +$449K +5,998 +1%
WT
258
Whittier Trust
California
$31.9M +$726K +9,695 +2%
RSWM
259
Robertson Stephens Wealth Management
California
$31.9M +$19.1M +254,733 +166%
TCWA
260
Turtle Creek Wealth Advisors
Texas
$31.5M +$4.02M +53,688 +15%
SWP
261
Stratos Wealth Partners
Ohio
$31.5M +$1.01M +13,480 +3%
HW
262
Hancock Whitney
Mississippi
$31.4M +$135K +1,808 +0.5%
SPIA
263
Strategic Point Investment Advisors
Rhode Island
$31.2M +$158K +2,114 +0.5%
PI
264
Parkside Investments
Illinois
$30.7M +$2.57M +34,311 +10%
SAS
265
Sage Advisory Services
Texas
$30.6M – – –
American Century Companies
266
American Century Companies
Missouri
$30.5M +$5.99M +80,000 +26%
IL
267
Investure LLC
Virginia
$30.4M +$9.85M +131,638 +51%
AIM
268
Acropolis Investment Management
Missouri
$30.3M -$94.8K -1,266 -0.3%
PAS
269
Park Avenue Securities
New York
$30.3M +$301K +4,021 +1%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$30M +$3.56M +47,513 +14%
SI
271
Stash Investments
New York
$30M +$1.32M +17,588 +5%
BBA
272
BLB&B Advisors
Pennsylvania
$29.9M -$223K -2,981 -0.8%
PA
273
Probity Advisors
Texas
$29.8M +$1.36M +18,146 +5%
CB
274
Community Bank
New York
$29.7M -$2.71M -36,183 -9%
TFO
275
Tarbox Family Office
California
$29.7M -$687K -9,182 -2%
9 10
11
12 13

IEFA Hedge Fund Activity: Q3 2024 in Review

1,853 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2024, worth a combined $106B — up 7.8% from $98.8B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new IEFA positions and 72 closed out — a net gain of 70 holders — while 790 added to existing stakes and 639 trimmed.

The largest buyer was Bank of America, adding an estimated $754M. The largest seller was Jane Street, cutting an estimated $918M.

  • 1,853 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2024, up from 1,809 in Q2 2024.
  • Funds reported $106B of iShares Core MSCI EAFE ETF stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 142 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2024 and 72 closed out, a net change of +70 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2024 was Bank of America, an estimated $754M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2024 was Jane Street, an estimated $918M sold.

Based on aggregated 13F filings for Q3 2024.