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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 %
MWM
351
MTC Wealth Management
Florida
$19.5M -$194K -2,481 -1%
VWM
352
Venturi Wealth Management
Texas
$19.5M -$58.7M -751,449 -75%
NW
353
NewEdge Wealth
Pennsylvania
$19.5M +$179K +2,299 +0.9%
CI
354
CX Institutional
Indiana
$19.5M -$4.51M -57,754 -19%
FIM
355
Freedom Investment Management
Connecticut
$19.2M +$1.5M +19,235 +8%
IAN
356
Integrated Advisors Network
Texas
$19.2M -$113K -1,453 -0.6%
SIC
357
Sigma Investment Counselors
Michigan
$19M -$95.6K -1,225 -0.5%
GPA
358
Guidance Point Advisors
Massachusetts
$18.9M +$263K +3,376 +1%
DL
359
DOHJ LLC
Washington
$18.8M +$995K +12,880 +6%
KWM
360
Kaydan Wealth Management
Michigan
$18.7M -$59.4K -761 -0.3%
NFP
361
NorthLanding Financial Partners
New York
$18.7M +$168K +2,149 +0.9%
SIA
362
Sovereign Investment Advisors
Arizona
$18.4M +$329K +4,221 +2%
HCMT
363
Highland Capital Management (Tennessee)
Tennessee
$18.4M -$34.4K -441 -0.2%
WA
364
Wealth Architects
California
$18.3M -$375K -4,810 -2%
AF
365
Affiance Financial
Minnesota
$18.2M +$1.49M +19,102 +9%
PPWP
366
Proquility Private Wealth Partners
Nevada
$18.1M +$130K +1,662 +0.7%
FMWA
367
Forvis Mazars Wealth Advisors
Missouri
$17.9M -$195K -2,500 -1%
ZIM
368
Zacks Investment Management
Illinois
$17.9M +$2.94M +37,621 +20%
MWP
369
MYCIO Wealth Partners
Pennsylvania
$17.6M +$116K +1,491 +0.7%
GWM
370
Geneos Wealth Management
Colorado
$17.5M +$2M +25,565 +13%
LC
371
LCNB Corp
Ohio
$17.3M +$321K +4,108 +2%
PCIG
372
Partners Capital Investment Group
Massachusetts
$17.2M -$1.05M -13,458 -6%
UWPG
373
Ullmann Wealth Partners Group
Florida
$17.2M -$853K -10,927 -5%
EWA
374
Encompass Wealth Advisors
Oregon
$17.2M +$325K +4,168 +2%
BL
375
Balentine LLC
Georgia
$17.2M +$445K +5,703 +3%
13 14
15
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