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iShares Core MSCI EAFE ETF
IEFA

1,809 hedge funds and large institutions have $98.8B invested in iShares Core MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 863 increasing their positions, 616 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 68

40% more repeat investments, than reductions

Existing positions increased: 863 | Existing positions reduced: 616

1% more funds holding

Funds holding: 1,785 → 1,809 (+24)

3% less capital invested

Capital invested by funds: $102B → $98.8B (-$3.44B)

3% less funds holding in top 10

Funds holding in top 10: 345 → 334 (-11)

3.91% less ownership

Funds ownership: 88.58% → 84.67% (-3.9%)

74% less call options, than puts

Call options by funds: $9.95M | Put options by funds: $38.8M

Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
26.13%
Holding in Top 10
334
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.19%
% of All Funds
4.82%
New
120
Increased
863
Reduced
616
Closed
68
Calls
$9.95M
Puts
$38.8M
Net Calls
-$28.8M
Net Calls Change
-$39.5M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.05B
2
Morgan Stanley
Morgan Stanley
New York
+$711M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$405M
4
Wells Fargo
Wells Fargo
California
+$228M
5
OMC
Old Mission Capital
Illinois
+$199M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$4.03B
2
CPCM
Cornerstone Partners Capital Management
Virginia
-$317M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$301M
4
BlackRock
BlackRock
New York
-$276M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$226M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$604M +$21.3M +289,693 +4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$557M -$4.78M -64,990 -0.8%
AssetMark Inc
28
AssetMark Inc
California
$543M +$3.87M +52,529 +0.7%
Truist Financial
29
Truist Financial
North Carolina
$517M -$7.14M -97,011 -1%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$511M +$37.5M +509,756 +8%
AllianceBernstein
31
AllianceBernstein
Tennessee
$479M +$5.35M +72,767 +1%
KeyBank National Association
32
KeyBank National Association
Ohio
$472M +$12.7M +172,988 +3%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$467M -$226M -3,075,884 -32%
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$448M -$72.3M -982,026 -14%
AAS
35
Avantax Advisory Services
Texas
$442M +$42.7M +580,665 +11%
FCBT
36
First Citizens Bank & Trust
North Carolina
$426M +$3.88M +52,751 +0.9%
BP
37
Ballentine Partners
Massachusetts
$416M +$11.9M +161,361 +3%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$406M +$8.11M +110,185 +2%
Franklin Resources
39
Franklin Resources
California
$391M -$775K -10,537 -0.2%
HighTower Advisors
40
HighTower Advisors
Illinois
$365M -$54.3M -737,908 -13%
Charles Schwab
41
Charles Schwab
California
$357M -$12.9M -175,442 -3%
CAM
42
Cresset Asset Management
Illinois
$334M +$15.3M +208,312 +5%
UCFA
43
United Capital Financial Advisors
Texas
$314M -$4.56M -61,964 -1%
AA
44
Alesco Advisors
New York
$314M +$2.05M +27,841 +0.6%
SEI Investments
45
SEI Investments
Pennsylvania
$304M -$16.8M -228,580 -5%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$294M -$9.7M -131,816 -3%
FT
47
Fiduciary Trust
Massachusetts
$293M +$14.1M +191,859 +5%
GC
48
Grimes & Company
Massachusetts
$280M +$5.54M +75,227 +2%
FLPIM
49
F.L. Putnam Investment Management
Massachusetts
$280M +$9.48M +128,891 +3%
HCC
50
Hirtle Callaghan & Co
Pennsylvania
$274M -$1.95M -26,545 -0.7%
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IEFA Hedge Fund Activity: Q2 2024 in Review

1,809 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q2 2024, worth a combined $98.8B — down 3.4% from $102B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new IEFA positions and 68 closed out — a net gain of 52 holders — while 863 added to existing stakes and 616 trimmed.

The largest buyer was Jane Street, adding an estimated $1.05B. The largest seller was UBS AM, cutting an estimated $4.03B.

  • 1,809 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q2 2024, up from 1,785 in Q1 2024.
  • Funds reported $98.8B of iShares Core MSCI EAFE ETF stock for Q2 2024, down 3.4% quarter-over-quarter.
  • 120 funds opened new iShares Core MSCI EAFE ETF positions in Q2 2024 and 68 closed out, a net change of +52 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q2 2024 was Jane Street, an estimated $1.05B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q2 2024 was UBS AM, an estimated $4.03B sold.

Based on aggregated 13F filings for Q2 2024.