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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 %
RA
301
Riversedge Advisors
Delaware
$25M -$3.92M -50,288 -14%
ONB
302
Old National Bancorp
Indiana
$25M +$2.3M +29,433 +10%
DJFS
303
Dean Jacobson Financial Services
Texas
$24.9M -$179K -2,299 -0.7%
SIC
304
Shoker Investment Counsel
Ohio
$24.9M -$891K -11,411 -3%
ISB
305
Iowa State Bank
Iowa
$24.8M +$774K +9,921 +3%
TFG
306
Tull Financial Group
Virginia
$24.7M +$24.7M +316,293 New
NPI
307
New Perspectives Inc
Mississippi
$24.6M +$294K +3,762 +1%
TCM
308
Towercrest Capital Management
Pennsylvania
$24.6M +$251K +3,213 +1%
KPWS
309
Kestra Private Wealth Services
Texas
$24.5M +$2.56M +32,856 +12%
MFIM
310
Mesirow Financial Investment Management
Illinois
$24.3M +$886K +11,347 +4%
JWA
311
JFS Wealth Advisors
Pennsylvania
$23.9M +$1.6M +20,495 +7%
TW
312
Trajan Wealth
Arizona
$23.8M -$165K -2,110 -0.7%
HCA
313
Heck Capital Advisors
Wisconsin
$23M -$543K -6,955 -2%
TCM
314
Twele Capital Management
Minnesota
$22.8M +$424K +5,429 +2%
GRP
315
Global Retirement Partners
California
$22.8M -$3.63M -46,504 -14%
BOC
316
Bull Oak Capital
California
$22.7M +$538K +6,889 +2%
BFS
317
Bare Financial Services
Pennsylvania
$22.3M +$5.89M +75,518 +36%
MW
318
MBL Wealth
North Carolina
$22.3M +$392K +5,027 +2%
WPA
319
West Paces Advisors
Georgia
$22.2M +$386K +4,951 +2%
CWM
320
Congress Wealth Management
Massachusetts
$22.1M -$1.15M -14,769 -5%
IAA
321
Ironsides Asset Advisors
North Carolina
$22M +$182K +2,332 +0.8%
SF
322
Safeguard Financial
Wisconsin
$21.9M +$2.51M +32,142 +13%
MWA
323
Martel Wealth Advisors
Washington
$21.9M +$156K +2,024 +0.7%
PAS
324
Professional Advisory Services
Florida
$21.9M +$106K +1,364 +0.5%
WT
325
Washington Trust
Rhode Island
$21.8M -$260K -3,333 -1%
11 12
13
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