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 %
LFA
626
Legacy Financial Advisors
Kentucky
$5.36M -$45.5K -626 -0.8%
UFAC
627
Urban Financial Advisory Corp
Illinois
$5.35M -$38.4K -528 -0.7%
CIAS
628
Capital Investment Advisory Services
North Carolina
$5.34M +$25.1K +345 +0.5%
DWT
629
Dorsey & Whitney Trust
South Dakota
$5.31M +$217K +2,990 +4%
TPWA
630
TRUE Private Wealth Advisors
Oregon
$5.3M -$1.89M -26,042 -26%
CFG
631
Clayton Financial Group
Missouri
$5.3M +$182K +2,448 +4%
TCM
632
Telos Capital Management
California
$5.3M +$43.7K +601 +0.8%
TW
633
TritonPoint Wealth
Maryland
$5.27M -$1.78M -24,475 -25%
ICP
634
Interchange Capital Partners
Pennsylvania
$5.26M +$677K +9,322 +15%
SL
635
SWMG LLC
Texas
$5.26M +$1.3M +17,875 +33%
AWA
636
Arete Wealth Advisors
Illinois
$5.25M +$549K +7,570 +12%
MWA
637
Merkkuri Wealth Advisors
New York
$5.24M +$5.24M +72,078 New
GVAG
638
Great Valley Advisor Group
Delaware
$5.23M +$387K +5,332 +8%
FWM
639
Fortress Wealth Management
California
$5.22M -$23.8K -327 -0.5%
CFD
640
Creative Financial Designs
Indiana
$5.17M +$65.5K +902 +1%
BC
641
Brio Consultants
California
$5.16M -$49.7K -684 -1%
SWM
642
Segment Wealth Management
Texas
$5.12M – – –
NFG
643
Nations Financial Group
Iowa
$5.09M +$149K +2,051 +3%
ATC
644
Argent Trust Co
Tennessee
$5.06M +$124K +1,704 +3%
TC
645
TownSquare Capital
Utah
$5.03M -$82.4K -1,135 -2%
ST
646
Spinnaker Trust
Maine
$5.02M +$95.7K +1,318 +2%
FTS
647
Fifth Third Securities
Ohio
$5M +$1.2M +16,557 +32%
TA
648
TFB Advisors
Kansas
$4.98M -$66.4K -914 -1%
AC
649
Apella Capital
Connecticut
$4.96M -$37.4K -508 -0.7%
IP
650
Investment Partners
Ohio
$4.95M -$54.3K -748 -1%
24 25
26
27 28