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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 %
TW
751
Traveka Wealth
California
$3.4M -$779K -10,721 -19%
BIM
752
Bridges Investment Management
Nebraska
$3.38M +$3.38M +46,527 New
WAM
753
Wakefield Asset Management
Colorado
$3.38M +$63.5K +874 +2%
BB
754
Busey Bank
Illinois
$3.38M +$2.24M +30,788 +196%
PAM
755
Palisade Asset Management
Minnesota
$3.37M +$2.18K +30 +0.1%
HW
756
Hamilton Wealth
California
$3.35M -$73.1K -1,007 -2%
VA
757
Valmark Advisers
Ohio
$3.35M +$973K +13,398 +41%
RB
758
Renasant Bank
Mississippi
$3.35M +$2.96M +40,695 +759%
WPWM
759
Windward Private Wealth Management
Kansas
$3.32M – – –
RC
760
Roundview Capital
New Jersey
$3.32M +$96.5K +1,329 +3%
OFS
761
OneAscent Financial Services
Alabama
$3.3M +$3.09M +42,491 +1,457%
OCM
762
One Capital Management
California
$3.28M -$145 -2 -0%
BBWP
763
Beacon Bridge Wealth Partners
Pennsylvania
$3.28M -$361K -4,964 -10%
SRC
764
Shufro Rose & Co
New York
$3.26M +$55.9K +770 +2%
PA
765
PFG Advisors
Arizona
$3.25M +$708K +9,744 +28%
PAMG
766
Patton Albertson Miller Group
Tennessee
$3.24M -$102K -1,403 -3%
OIS
767
Okabena Investment Services
Minnesota
$3.23M – – –
PFM
768
Phillips Financial Management
Indiana
$3.2M +$32.2K +443 +1%
Empower Advisory Group
769
Empower Advisory Group
Colorado
$3.16M -$133K -1,836 -4%
CA
770
CSM Advisors
Pennsylvania
$3.16M – – –
EIP
771
Ellis Investment Partners
Pennsylvania
$3.15M +$159K +2,186 +5%
GM
772
GeoWealth Management
Illinois
$3.13M +$115K +1,579 +4%
AWA
773
Aletheian Wealth Advisors
Washington
$3.08M -$8.35K -115 -0.3%
BWM
774
Brown Wealth Management
Illinois
$3.08M -$217K -2,983 -7%
BIA
775
Bigelow Investment Advisors
Maine
$3.06M -$194K -2,676 -6%
29 30
31
32 33