IEFA icon

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 %
AIA
601
Alera Investment Advisors
Illinois
$6.16M +$939K +12,929 +18%
PF
602
Penney Financial
Texas
$6.06M +$340K +4,687 +6%
MFA
603
Mayflower Financial Advisors
Massachusetts
$6M +$4.94K +68 +0.1%
LG
604
Leuthold Group
Minnesota
$5.97M – – –
RZH
605
Relyea Zuckerberg Hanson
Connecticut
$5.92M +$648K +8,916 +12%
EWM
606
Executive Wealth Management
Michigan
$5.91M +$5.91M +81,403 New
PAG
607
Paladin Advisory Group
Iowa
$5.91M +$136K +1,874 +2%
BSW
608
Buckingham Strategic Wealth
Missouri
$5.88M -$86.5K -1,191 -1%
AI
609
Auour Investments
Massachusetts
$5.85M +$32K +441 +0.6%
AWM
610
Aprio Wealth Management
Georgia
$5.82M -$761K -10,470 -12%
SL
611
Sentinus LLC
Illinois
$5.68M +$12.9K +178 +0.2%
AIM
612
Aspen Investment Management
Michigan
$5.68M -$9.52K -131 -0.2%
MA
613
Mutual Advisors
Nebraska
$5.67M -$89.9K -1,222 -2%
LWANC
614
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.64M -$388K -5,340 -6%
WDG
615
Wealth Dimensions Group
Ohio
$5.6M -$13.8K -190 -0.2%
KCM
616
Kendall Capital Management
Maryland
$5.58M +$5.58M +76,860 New
CWM
617
Cahaba Wealth Management
Georgia
$5.57M +$19.1K +263 +0.3%
BFG
618
Bleakley Financial Group
New Jersey
$5.55M +$424K +5,837 +8%
SGI
619
Summit Global Investments
Utah
$5.53M -$881K -12,131 -14%
IWM
620
IHT Wealth Management
Illinois
$5.53M +$255K +3,505 +5%
EIA
621
Eldridge Investment Advisors
New Hampshire
$5.48M -$815K -11,216 -13%
DCM
622
Disciplina Capital Management
Tennessee
$5.48M -$22.7M -458,865 -81%
MNBTD
623
Moody National Bank Trust Division
Texas
$5.43M – – –
NL
624
NEPC LLC
Massachusetts
$5.4M – – –
Deutsche Bank
625
Deutsche Bank
Germany
$5.36M +$39.2K +540 +0.7%
23 24
25
26 27