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iShares Core MSCI EAFE ETF
IEFA

1,809 hedge funds and large institutions have $98.8B invested in iShares Core MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 863 increasing their positions, 616 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 68

40% more repeat investments, than reductions

Existing positions increased: 863 | Existing positions reduced: 616

1% more funds holding

Funds holding: 1,785 → 1,809 (+24)

3% less capital invested

Capital invested by funds: $102B → $98.8B (-$3.44B)

3% less funds holding in top 10

Funds holding in top 10: 345 → 334 (-11)

3.91% less ownership

Funds ownership: 88.58% → 84.67% (-3.9%)

74% less call options, than puts

Call options by funds: $9.95M | Put options by funds: $38.8M

Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
26.13%
Holding in Top 10
334
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.19%
% of All Funds
4.82%
New
120
Increased
863
Reduced
616
Closed
68
Calls
$9.95M
Puts
$38.8M
Net Calls
-$28.8M
Net Calls Change
-$39.5M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.05B
2
Morgan Stanley
Morgan Stanley
New York
+$711M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$405M
4
Wells Fargo
Wells Fargo
California
+$228M
5
OMC
Old Mission Capital
Illinois
+$199M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$4.03B
2
CPCM
Cornerstone Partners Capital Management
Virginia
-$317M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$301M
4
BlackRock
BlackRock
New York
-$276M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$226M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
801
D.A. Davidson & Co
Montana
$2.82M -$30.2K -411 -1%
I
802
INVST
Indiana
$2.81M +$357K +4,857 +14%
CG
803
Cynosure Group
Utah
$2.8M +$560K +7,613 +25%
IC
804
Iconiq Capital
California
$2.8M +$14.5K +197 +0.5%
LIM
805
Leavell Investment Management
Alabama
$2.8M +$13.7K +186 +0.5%
AG
806
Ascent Group
Virginia
$2.8M -$93.7K -1,273 -3%
MFG
807
Magnus Financial Group
New York
$2.79M -$42.2K -573 -1%
CIR
808
Clear Investment Research
Georgia
$2.78M -$292K -3,964 -9%
TFS
809
Thoroughbred Financial Services
Tennessee
$2.75M +$588K +7,986 +27%
AFS
810
Annapolis Financial Services
Maryland
$2.74M – – –
DB
811
Dravo Bay
Delaware
$2.74M -$67K -910 -2%
SFA
812
Sequoia Financial Advisors
Ohio
$2.73M +$110K +1,494 +4%
NRC
813
New Republic Capital
North Carolina
$2.73M +$1.42M +19,289 +105%
PG
814
Patten Group
Tennessee
$2.73M -$127K -1,731 -4%
AAS
815
Ameritas Advisory Services
Nebraska
$2.7M -$586K -7,961 -18%
LC
816
LTG Capital
Massachusetts
$2.7M +$4.49K +61 +0.2%
SAM
817
Silvercrest Asset Management
New York
$2.7M +$60.9K +827 +2%
CFGA
818
Cambridge Financial Group (Arizona)
Arizona
$2.68M -$45.6K -620 -2%
OP
819
ORG Partners
Indiana
$2.66M +$2.69M +36,510 New
LA
820
Lane & Associates
New Jersey
$2.65M +$11.8K +160 +0.4%
PFM
821
Peak Financial Management
Massachusetts
$2.62M -$40.4K -549 -1%
WIP
822
WealthCare Investment Partners
Rhode Island
$2.6M +$47.3K +643 +2%
BWA
823
Beam Wealth Advisors
Louisiana
$2.6M +$2.63M +35,748 New
AA
824
Axiom Advisory
California
$2.58M +$2.58M +35,088 New
WB
825
WesBanco Bank
West Virginia
$2.57M +$143K +1,947 +6%
31 32
33
34 35

IEFA Hedge Fund Activity: Q2 2024 in Review

1,809 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q2 2024, worth a combined $98.8B — down 3.4% from $102B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new IEFA positions and 68 closed out — a net gain of 52 holders — while 863 added to existing stakes and 616 trimmed.

The largest buyer was Jane Street, adding an estimated $1.05B. The largest seller was UBS AM, cutting an estimated $4.03B.

  • 1,809 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q2 2024, up from 1,785 in Q1 2024.
  • Funds reported $98.8B of iShares Core MSCI EAFE ETF stock for Q2 2024, down 3.4% quarter-over-quarter.
  • 120 funds opened new iShares Core MSCI EAFE ETF positions in Q2 2024 and 68 closed out, a net change of +52 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q2 2024 was Jane Street, an estimated $1.05B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q2 2024 was UBS AM, an estimated $4.03B sold.

Based on aggregated 13F filings for Q2 2024.