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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 %
OIS
751
Okabena Investment Services
Minnesota
$3.47M – – –
PAMG
752
Patton Albertson Miller Group
Tennessee
$3.46M -$19.3K -247 -0.6%
CG
753
Cynosure Group
Utah
$3.45M +$436K +5,592 +14%
HI
754
Harbour Investments
Wisconsin
$3.44M +$404K +5,174 +13%
BWM
755
Brown Wealth Management
Illinois
$3.43M +$117K +1,498 +4%
PFM
756
Phillips Financial Management
Indiana
$3.42M -$17.7K -227 -0.5%
WWS
757
Wellington Wealth Strategies
Indiana
$3.42M +$3.42M +46,356 New
BBWP
758
Beacon Bridge Wealth Partners
Pennsylvania
$3.41M -$110K -1,413 -3%
PA
759
PFG Advisors
Arizona
$3.39M -$97.8K -1,253 -3%
CA
760
CSM Advisors
Pennsylvania
$3.39M – – –
EIP
761
Ellis Investment Partners
Pennsylvania
$3.35M -$25.7K -329 -0.8%
MWAM
762
Manhattan West Asset Management
California
$3.35M +$305K +3,906 +10%
TW
763
Traveka Wealth
California
$3.34M -$308K -3,940 -8%
MWP
764
Madison Wealth Partners
Wisconsin
$3.34M +$244K +3,124 +8%
BIA
765
Bigelow Investment Advisors
Maine
$3.27M -$18.2K -233 -0.6%
ICM
766
Islay Capital Management
Texas
$3.27M +$48.5K +622 +2%
SRC
767
Shufro Rose & Co
New York
$3.26M – – –
FA
768
Fountainhead AM
New Jersey
$3.23M +$8.59K +110 +0.3%
KWM
769
Kingsview Wealth Management
Oregon
$3.2M +$740K +9,481 +30%
CICC
770
Capital Investment Counsel (Colorado)
Colorado
$3.2M +$463K +5,934 +17%
SC
771
Sierra Capital
Florida
$3.19M +$3.19M +40,918 New
I
772
INVST
Indiana
$3.18M +$166K +2,128 +6%
OCM
773
One Capital Management
California
$3.17M -$351K -4,500 -10%
BWM
774
Boyd Wealth Management
California
$3.17M -$63.9K -819 -2%
CSPIA
775
Cary Street Partners Investment Advisory
Virginia
$3.13M +$98K +1,256 +3%
29 30
31
32 33