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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,778 hedge funds and large institutions have $102B invested in iShares Core MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 766 increasing their positions, 654 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
+42
Holders Change %
+2.42%
% of All Funds
25.77%
Holding in Top 10
343
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.48%
% of All Funds
4.97%
New
128
Increased
766
Reduced
654
Closed
65
Calls
$14.4M
Puts
$3.68M
Net Calls
+$10.7M
Net Calls Change
+$2.71M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$4.25B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$366M
3
Bank of America
Bank of America
North Carolina
+$294M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$224M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$218M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.41B
2
Goldman Sachs
Goldman Sachs
New York
-$497M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$242M
4
Osaic Holdings
Osaic Holdings
Arizona
-$219M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
GDP
301
Great Diamond Partners
Maine
$22.7M +$993K +13,378 +5%
TCWA
302
Turtle Creek Wealth Advisors
Texas
$22.6M +$985K +13,266 +5%
BOPW
303
Brandywine Oak Private Wealth
Pennsylvania
$22.5M +$1.21M +16,327 +6%
MF
304
Montis Financial
Massachusetts
$22.5M -$904K -12,177 -4%
LRWA
305
Long Run Wealth Advisors
New York
$22.3M +$1.02M +13,677 +5%
ISB
306
Iowa State Bank
Iowa
$22M +$1.29M +17,347 +6%
TCM
307
Towercrest Capital Management
Pennsylvania
$21.9M +$432K +5,827 +2%
ONB
308
Old National Bancorp
Indiana
$21.9M +$1.82M +24,513 +9%
FAIM
309
Financial Advocates Investment Management
Washington
$21.8M +$851K +11,260 +4%
KPWS
310
Kestra Private Wealth Services
Texas
$21.8M -$594K -8,000 -3%
IL
311
Investure LLC
Virginia
$21.8M -$5.1M -68,702 -19%
CIC
312
Cutler Investment Counsel
Oregon
$21.4M +$474K +6,388 +2%
TCM
313
Twele Capital Management
Minnesota
$21.4M +$65.5K +882 +0.3%
American Century Companies
314
American Century Companies
Missouri
$21.3M -$2.73M -36,800 -11%
JWA
315
JFS Wealth Advisors
Pennsylvania
$21.2M +$1.12M +15,051 +6%
CWM
316
Congress Wealth Management
Massachusetts
$21.1M +$50.6K +682 +0.2%
PAS
317
Professional Advisory Services
Florida
$20.9M +$124K +1,677 +0.6%
MWA
318
Martel Wealth Advisors
Washington
$20.9M -$108K -1,453 -0.5%
WT
319
Washington Trust
Rhode Island
$20.8M +$2.28M +30,687 +12%
NW
320
NewEdge Wealth
Pennsylvania
$20.8M +$1.17M +16,135 +6%
WA
321
WBH Advisory
Maryland
$20.6M +$498K +6,706 +2%
MW
322
MBL Wealth
North Carolina
$20.4M +$361K +4,858 +2%
FNBTCON
323
First National Bank & Trust Co of Newtown
Pennsylvania
$20.3M -$301K -4,057 -1%
WPA
324
West Paces Advisors
Georgia
$20.2M +$382K +5,152 +2%
NCM
325
Neumann Capital Management
California
$20.1M +$941K +12,675 +5%
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