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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 %
CAI
276
Capital Advisors Inc
Oklahoma
$29.4M -$211K -2,700 -0.7%
MF
277
Montis Financial
Massachusetts
$28.8M +$5.34M +68,421 +23%
DAS
278
Dynamic Advisor Solutions
Arizona
$28.7M -$1.83M -23,486 -6%
SHWM
279
Smith & Howard Wealth Management
Georgia
$28.4M -$272K -3,489 -0.9%
FCAM
280
First Citizens Asset Management
North Carolina
$28.4M +$4.89M +62,669 +21%
AI
281
Axiom Investors
Connecticut
$28.1M +$5.6M +71,800 +25%
OCG
282
Opus Capital Group
Ohio
$28.1M +$235K +3,012 +0.8%
UOMF
283
University of Massachusetts Foundation
Massachusetts
$28.1M – – –
CIC
284
Cutler Investment Counsel
Oregon
$28.1M +$5.31M +68,019 +23%
PAG
285
Private Advisor Group
New Jersey
$27.8M +$648K +8,303 +2%
BCIM
286
Bishop & Co Investment Management
Pennsylvania
$27.6M +$408K +5,224 +2%
ELI
287
Empire Life Investments
Ontario, Canada
$27.1M -$158K -2,026 -0.6%
SF
288
Summit Financial
New Jersey
$26.8M +$993K +12,721 +4%
NEAM
289
New England Asset Management
Connecticut
$26.8M – – –
AIM
290
Allen Investment Management
New York
$26.6M – – –
BB
291
Berkshire Bank
Massachusetts
$26.3M +$1.82M +23,333 +7%
NEI
292
Northwest & Ethical Investments
Ontario, Canada
$26M +$1.82M +23,300 +8%
T. Rowe Price Associates
293
T. Rowe Price Associates
Maryland
$26M +$11.2M +143,258 +76%
MWM
294
Marion Wealth Management
Pennsylvania
$25.9M +$1.06M +13,547 +4%
RI
295
RPTC Inc
Wyoming
$25.8M -$1.06M -13,590 -4%
LRWA
296
Long Run Wealth Advisors
New York
$25.3M +$793K +10,159 +3%
FAIM
297
Financial Advocates Investment Management
Washington
$25.2M +$2.55M +32,609 +11%
BOPW
298
Brandywine Oak Private Wealth
Pennsylvania
$25.2M +$742K +9,506 +3%
TVAMP
299
Tennessee Valley Asset Management Partners
Tennessee
$25.2M +$24.2M +310,359 +2,605%
ACS
300
Archford Capital Strategies
Illinois
$25.1M +$347K +4,513 +1%
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