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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 %
GBT
401
Grove Bank & Trust
Florida
$15.1M +$45K +577 +0.3%
CA
402
Crewe Advisors
Utah
$15.1M +$537K +6,885 +4%
PP
403
PDS Planning
Ohio
$14.9M -$172K -2,201 -1%
SW
404
SVB Wealth
Massachusetts
$14.9M -$24.3M -311,049 -62%
MWM
405
Marietta Wealth Management
Georgia
$14.9M +$435K +5,573 +3%
MFC
406
Morris Financial Concepts
South Carolina
$14.7M +$520K +6,656 +4%
ML
407
McAdam LLC
Pennsylvania
$14.7M +$640K +8,206 +5%
SF
408
Synovus Financial
Georgia
$14.6M +$572K +7,323 +4%
BAWM
409
Bennett Associates Wealth Management
Pennsylvania
$14.4M +$819K +10,492 +6%
BWP
410
BSW Wealth Partners
Colorado
$14.3M -$191K -2,446 -1%
WCP
411
Wick Capital Partners
Pennsylvania
$14.2M -$203K -2,141 -1%
FCT
412
Family Capital Trust
Massachusetts
$14.2M -$16.5K -212 -0.1%
OWA
413
Octavia Wealth Advisors
Ohio
$14.2M +$2.43M +31,089 +21%
PGFC
414
Peapack-Gladstone Financial Corp
New Jersey
$14.2M +$1.86M +23,852 +15%
SFS
415
Sowell Financial Services
Arkansas
$14.2M +$58.1K +745 +0.4%
Fisher Asset Management
416
Fisher Asset Management
Washington
$14.1M -$3.05M -39,064 -18%
SPP
417
Single Point Partners
Massachusetts
$14.1M +$626K +8,023 +5%
EFA
418
Evernest Financial Advisors
Indiana
$14M +$6.09K +78 +0%
SCA
419
Southern Capital Advisors
Tennessee
$14M +$469K +6,008 +3%
AWP
420
Avid Wealth Partners
Texas
$13.9M +$8.94M +114,518 +179%
TIM
421
Tortoise Investment Management
New York
$13.9M -$1.33M -17,053 -9%
MA
422
Marquette Associates
Illinois
$13.8M -$356K -4,558 -3%
IC
423
IEQ Capital
California
$13.7M +$730K +9,351 +6%
CFO
424
Custos Family Office
Texas
$13.6M +$1.97M +25,179 +17%
SRC
425
Sage Rhino Capital
California
$13.4M +$400K +5,127 +3%
15 16
17
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