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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 %
PIMG
526
Patriot Investment Management Group
Tennessee
$8.76M +$24.5K +314 +0.3%
WTFG
527
Wells Trecaso Financial Group
Ohio
$8.76M +$39.3K +503 +0.5%
WIA
528
World Investment Advisors
California
$8.73M +$4.07M +52,153 +87%
RC
529
Rovin Capital
Arizona
$8.69M -$1.11M -14,196 -11%
BRWA
530
B. Riley Wealth Advisors
Florida
$8.66M +$283K +3,668 +3%
SFC
531
SYM Financial Corp
Indiana
$8.66M -$937 -12 -0%
WA
532
Wealthstream Advisors
New York
$8.63M -$33.8K -433 -0.4%
FCP
533
Fidelis Capital Partners
Florida
$8.5M +$4.21M +56,764 +98%
GL
534
Graypoint LLC
New York
$8.48M +$27.9K +357 +0.3%
CCB
535
Country Club Bank
Missouri
$8.45M -$24K -307 -0.3%
CIM
536
CIM Investment Management
Pennsylvania
$8.45M -$42.2K -541 -0.5%
RWPA
537
Richard W. Paul & Associates
Michigan
$8.39M +$118K +1,515 +1%
IWM
538
IHT Wealth Management
Illinois
$8.36M +$2.44M +31,291 +41%
FW
539
Fairway Wealth
Ohio
$8.35M +$520K +6,661 +7%
WPW
540
Waldron Private Wealth
Pennsylvania
$8.34M +$138K +1,765 +2%
SSWM
541
Smith Salley Wealth Management
North Carolina
$8.33M +$156K +2,000 +2%
WFS
542
Widmann Financial Services
Maryland
$8.23M +$158K +2,024 +2%
CFP
543
Cypress Financial Planning
New Jersey
$8.16M +$1.36M +17,423 +20%
OHWP
544
Oak Harbor Wealth Partners
North Carolina
$8.14M -$3.55M -45,534 -30%
UB
545
Umpqua Bank
Oregon
$8.11M +$297K +3,800 +4%
CPIG
546
Chicago Partners Investment Group
Illinois
$8.1M +$80K +1,078 +1%
PL
547
Plancorp LLC
Missouri
$8.01M -$2.11K -27 -0%
SC
548
Scotia Capital
Ontario, Canada
$7.99M +$3.4M +43,499 +74%
JHCP
549
Jackson Hole Capital Partners
Oklahoma
$7.87M -$331K -4,238 -4%
HB
550
Horizon Bancorp
Indiana
$7.85M +$1.04M +13,279 +15%
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