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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 %
TCA
601
Transcend Capital Advisors
New Jersey
$6.46M -$804K -10,301 -11%
GVAG
602
Great Valley Advisor Group
Delaware
$6.38M +$752K +9,633 +13%
LG
603
Leuthold Group
Minnesota
$6.34M -$79.9K -1,024 -1%
WAP
604
Wealthcare Advisory Partners
Pennsylvania
$6.24M +$2.97M +38,002 +91%
RZH
605
Relyea Zuckerberg Hanson
Connecticut
$6.22M -$135K -1,727 -2%
CFG
606
Clayton Financial Group
Missouri
$6.17M +$594K +7,607 +11%
MWA
607
Merkkuri Wealth Advisors
New York
$6.17M +$543K +6,952 +10%
AIM
608
Aspen Investment Management
Michigan
$6.16M +$59.9K +768 +1%
WA
609
Westfuller Advisors
New York
$6.1M +$6.1M +78,152 New
LWANC
610
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.1M +$33.8K +433 +0.6%
KCM
611
Kendall Capital Management
Maryland
$6.03M +$32.4K +415 +0.5%
AWM
612
Aprio Wealth Management
Georgia
$6M -$254K -3,257 -4%
WDG
613
Wealth Dimensions Group
Ohio
$5.93M -$92.1K -1,180 -2%
AI
614
Auour Investments
Massachusetts
$5.91M -$103K -1,382 -2%
CIAS
615
Capital Investment Advisory Services
North Carolina
$5.86M +$117K +1,494 +2%
BFG
616
Bleakley Financial Group
New Jersey
$5.85M -$110K -1,403 -2%
LWM
617
LongView Wealth Management
Georgia
$5.84M +$732K +9,374 +14%
MNBTD
618
Moody National Bank Trust Division
Texas
$5.83M – – –
BC
619
Brio Consultants
California
$5.83M +$291K +3,730 +5%
NL
620
NEPC LLC
Massachusetts
$5.8M – – –
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$5.8M +$1.75M +22,771 +43%
Deutsche Bank
622
Deutsche Bank
Germany
$5.79M +$33.2K +425 +0.6%
EIA
623
Eldridge Investment Advisors
New Hampshire
$5.79M -$105K -1,343 -2%
TC
624
TownSquare Capital
Utah
$5.78M +$369K +4,724 +7%
UFAC
625
Urban Financial Advisory Corp
Illinois
$5.73M -$20.4K -261 -0.4%
23 24
25
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