We are live on ! Find out more
IEFA icon

iShares Core MSCI EAFE ETF
IEFA

1,853 hedge funds and large institutions have $106B invested in iShares Core MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 790 increasing their positions, 639 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $4.06M

97% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 72

24% more repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 639

8% more capital invested

Capital invested by funds: $98.8B → $106B (+$7.7B)

2% more funds holding

Funds holding: 1,809 → 1,853 (+44)

0.27% less ownership

Funds ownership: 84.67% → 84.4% (-0.27%)

1% less funds holding in top 10

Funds holding in top 10: 334 → 331 (-3)

Holders
1,853
Holders Change
+44
Holders Change %
+2.43%
% of All Funds
26.61%
Holding in Top 10
331
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.9%
% of All Funds
4.75%
New
142
Increased
790
Reduced
639
Closed
72
Calls
$12.4M
Puts
$4.06M
Net Calls
+$8.33M
Net Calls Change
+$37.1M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$754M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$219M
3
SP
Stairway Partners
Illinois
+$211M
4
Prudential Financial
Prudential Financial
New Jersey
+$194M
5
Wells Fargo
Wells Fargo
California
+$173M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$918M
2
Goldman Sachs
Goldman Sachs
New York
-$372M
3
OMC
Old Mission Capital
Illinois
-$196M
4
AA
Alesco Advisors
New York
-$194M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$153M
Name Holding Trade Value Shares
Change 		Change in
Stake
HB
551
Horizon Bancorp
Indiana
$7.85M +$994K +13,279 +15%
CA
552
Cornerstone Advisory
Maryland
$7.84M +$120K +1,597 +2%
ATPW
553
Ashton Thomas Private Wealth
Arizona
$7.83M +$345K +4,609 +5%
PFPT
554
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.79M -$229K -3,053 -3%
MFC
555
Mechanics Financial Corp
Ohio
$7.77M +$664K +8,870 +10%
BHWA
556
Beacon Harbor Wealth Advisors
Virginia
$7.77M +$360K +4,809 +5%
NCM
557
Next Capital Management
New York
$7.75M +$816K +10,904 +12%
MHWM
558
Montz Harcus Wealth Management
Louisiana
$7.74M +$117K +1,561 +2%
ACA
559
Affinity Capital Advisors
California
$7.73M -$270K -3,611 -4%
HWM
560
HB Wealth Management
Georgia
$7.71M +$261K +3,484 +4%
AWM
561
Abound Wealth Management
Tennessee
$7.68M -$198K -2,645 -3%
ACC
562
Acorn Creek Capital
Colorado
$7.64M +$578K +7,715 +9%
AWMG
563
Alliance Wealth Management Group
New Jersey
$7.63M +$712K +9,514 +11%
FMC
564
First Merchants Corp
Indiana
$7.59M +$544K +7,271 +8%
CST
565
Charles Schwab Trust
Nevada
$7.57M -$553K -7,387 -7%
EPA
566
Element Pointe Advisors
Florida
$7.54M +$293K +3,918 +4%
PCA
567
Providence Capital Advisors
North Carolina
$7.51M +$296K +3,948 +4%
TTWM
568
TCV Trust & Wealth Management
Virginia
$7.47M +$14.4K +193 +0.2%
LCWP
569
Legacy Capital Wealth Partners
Arkansas
$7.44M -$376K -5,017 -5%
SIM
570
Stratos Investment Management
Ohio
$7.43M +$233K +3,116 +3%
PP
571
Pegasus Partners
Wisconsin
$7.41M +$40K +534 +0.6%
RTL
572
Red Tortoise LLC
Georgia
$7.4M +$94.5K +1,263 +1%
BWM
573
Birchcreek Wealth Management
Ohio
$7.39M +$328K +4,378 +5%
WFA
574
Wade Financial Advisory
California
$7.35M +$277K +3,699 +4%
State of Tennessee, Department of Treasury
575
State of Tennessee, Department of Treasury
Tennessee
$7.32M – – –
21 22
23
24 25

IEFA Hedge Fund Activity: Q3 2024 in Review

1,853 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2024, worth a combined $106B — up 7.8% from $98.8B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new IEFA positions and 72 closed out — a net gain of 70 holders — while 790 added to existing stakes and 639 trimmed.

The largest buyer was Bank of America, adding an estimated $754M. The largest seller was Jane Street, cutting an estimated $918M.

  • 1,853 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2024, up from 1,809 in Q2 2024.
  • Funds reported $106B of iShares Core MSCI EAFE ETF stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 142 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2024 and 72 closed out, a net change of +70 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2024 was Bank of America, an estimated $754M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2024 was Jane Street, an estimated $918M sold.

Based on aggregated 13F filings for Q3 2024.