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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 %
HFO
726
Heritage Family Offices
Arizona
$3.82M +$3.82M +52,529 New
EWM
727
Elmwood Wealth Management
California
$3.77M +$3.52M +48,507 +1,438%
IA
728
IFP Advisors
Florida
$3.74M +$1.17M +16,061 +45%
CA
729
Centerpoint Advisors
Massachusetts
$3.74M +$142K +1,951 +4%
VWA
730
Visionary Wealth Advisors
Illinois
$3.73M -$1.63M -22,415 -30%
Kovitz Investment Group Partners
731
Kovitz Investment Group Partners
Illinois
$3.72M +$2.96M +40,707 +386%
EW
732
Element Wealth
Mississippi
$3.71M -$85.9K -1,182 -2%
STA
733
Summit Trail Advisors
New York
$3.7M +$18.9K +260 +0.5%
ODA
734
One Degree Advisors
California
$3.69M -$167K -2,301 -4%
PP
735
PrairieView Partners
Minnesota
$3.68M +$66.3K +913 +2%
CFO
736
CVA Family Office
Colorado
$3.68M -$70.2K -967 -2%
WHCFA
737
William Howard & Co Financial Advisors
Tennessee
$3.67M +$18.1K +249 +0.5%
RI
738
Rinkey Investments
California
$3.66M -$562K -7,735 -13%
MPW
739
MA Private Wealth
California
$3.65M -$226K -3,118 -6%
EFM
740
Eley Financial Management
Vermont
$3.64M -$9.37K -129 -0.3%
JWM
741
JGP Wealth Management
Oregon
$3.6M +$182K +2,509 +5%
FUBT
742
First United Bank & Trust
Maryland
$3.6M -$133K -1,834 -4%
SIA
743
SkyView Investment Advisors
New Jersey
$3.55M – – –
CWA
744
Canvas Wealth Advisors
Kansas
$3.54M +$560K +7,591 +19%
CTA
745
Chesley Taft & Associates
Illinois
$3.52M – – –
PM
746
Pembroke Management
Quebec, Canada
$3.52M +$67K +922 +2%
Lido Advisors
747
Lido Advisors
California
$3.5M +$334K +4,595 +11%
FWP
748
FAS Wealth Partners
Kansas
$3.49M +$62.1K +855 +2%
AWM
749
Accurate Wealth Management
Florida
$3.45M +$393K +5,238 +13%
KCM
750
Kanawha Capital Management
Virginia
$3.42M -$30.2K -416 -0.9%
28 29
30
31 32