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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,797 hedge funds and large institutions have $98.7B invested in iShares Core MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 856 increasing their positions, 614 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,797
Holders Change
+19
Holders Change %
+1.07%
% of All Funds
26.13%
Holding in Top 10
332
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.21%
% of All Funds
4.83%
New
117
Increased
856
Reduced
614
Closed
68
Calls
$9.95M
Puts
$38.8M
Net Calls
-$28.8M
Net Calls Change
-$39.5M

Top Buyers

1
Jane Street
Jane Street
New York
+$1.04B
2
Morgan Stanley
Morgan Stanley
New York
+$702M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$400M
4
Wells Fargo
Wells Fargo
California
+$225M
5
OMC
Old Mission Capital
Illinois
+$196M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$3.98B
2
CPCM
Cornerstone Partners Capital Management
Virginia
-$313M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$297M
4
BlackRock
BlackRock
New York
-$272M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
CST
551
Charles Schwab Trust
Nevada
$7.58M -$162K -2,229 -2%
WC
552
Waterloo Capital
Texas
$7.53M +$949K +13,067 +14%
WFS
553
Widmann Financial Services
Maryland
$7.51M +$36.5K +503 +0.5%
ACA
554
Affinity Capital Advisors
California
$7.45M -$313K -4,307 -4%
PL
555
Plancorp LLC
Missouri
$7.45M -$483K -6,652 -6%
AWM
556
Abound Wealth Management
Tennessee
$7.34M +$171K +2,354 +2%
FW
557
Fairway Wealth
Ohio
$7.28M +$738K +10,155 +11%
UB
558
Umpqua Bank
Oregon
$7.27M -$167K -2,293 -2%
CA
559
Cornerstone Advisory
Maryland
$7.18M +$132K +1,824 +2%
PSCM
560
Per Stirling Capital Management
Texas
$7.13M -$81.4K -1,121 -1%
MHWM
561
Montz Harcus Wealth Management
Louisiana
$7.09M +$573K +7,893 +9%
MFG
562
MidWestOne Financial Group
Iowa
$6.95M +$544K +7,488 +8%
ATPW
563
Ashton Thomas Private Wealth
Arizona
$6.95M +$322K +4,431 +5%
TTWM
564
TCV Trust & Wealth Management
Virginia
$6.94M +$136K +1,868 +2%
HWM
565
HB Wealth Management
Georgia
$6.92M +$55.9K +770 +0.8%
BHWA
566
Beacon Harbor Wealth Advisors
Virginia
$6.88M +$204K +2,810 +3%
PP
567
Pegasus Partners
Wisconsin
$6.86M -$4.14K -57 -0.1%
State of Tennessee, Department of Treasury
568
State of Tennessee, Department of Treasury
Tennessee
$6.81M – – –
RTL
569
Red Tortoise LLC
Georgia
$6.79M +$35.6K +490 +0.5%
FA
570
FDx Advisors
Illinois
$6.79M -$473K -6,514 -7%
OPWM
571
Oakwell Private Wealth Management
Texas
$6.77M -$5.16K -71 -0.1%
TCA
572
Transcend Capital Advisors
New Jersey
$6.76M -$58.9K -811 -0.9%
EPA
573
Element Pointe Advisors
Florida
$6.73M -$180K -2,476 -3%
KWMG
574
King Wealth Management Group
Florida
$6.71M -$297K -4,084 -4%
PCA
575
Providence Capital Advisors
North Carolina
$6.7M +$21.1K +290 +0.3%
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