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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 %
4FG
876
4Thought Financial Group
New York
$2.21M -$442K -5,660 -17%
MWM
877
Meridian Wealth Management
Kentucky
$2.2M -$120K -1,536 -5%
LWA
878
Lineweaver Wealth Advisors
Ohio
$2.2M +$59K +756 +3%
LA
879
Legacy Advisors
Pennsylvania
$2.17M +$2.17M +27,751 New
USCWA
880
U.S. Capital Wealth Advisors
Texas
$2.16M +$57K +730 +3%
SW
881
Simplicity Wealth
New Jersey
$2.15M -$6.06M -77,615 -74%
OAM
882
Occidental Asset Management
California
$2.15M +$378K +4,848 +21%
RF
883
RHS Financial
California
$2.15M +$88.4K +1,132 +4%
IP
884
Ignite Planners
California
$2.15M +$130K +1,668 +6%
NI
885
NDVR Inc
Massachusetts
$2.14M +$52.9K +676 +3%
GWCM
886
Godshalk Welsh Capital Management
Pennsylvania
$2.13M +$90.1K +1,154 +4%
KAM
887
Knightsbridge Asset Management
California
$2.12M +$797K +10,210 +60%
SLT
888
St Louis Trust
Missouri
$2.11M – – –
CWM
889
Certus Wealth Management
California
$2.11M -$59.2K -759 -3%
LF
890
Lee Financial
Texas
$2.09M – – –
ZB
891
Zions Bancorporation
Utah
$2.09M – – –
NCFG
892
New Century Financial Group
New Jersey
$2.09M -$6.63K -85 -0.3%
VWM
893
Valley Wealth Managers
New Jersey
$2.08M -$19.4K -248 -0.9%
AFG
894
Atomi Financial Group
New York
$2.08M +$212K +2,713 +11%
WFS
895
WealthGarden F.S.
California
$2.08M -$73.9K -947 -3%
EFS
896
Essex Financial Services
Connecticut
$2.07M +$427K +5,696 +26%
CPCM
897
Cornerstone Partners Capital Management
Virginia
$2.06M -$27.5M -352,232 -93%
PCMC
898
Planning Capital Management Corporation
Pennsylvania
$2.05M +$515K +6,599 +34%
HPM
899
Hoxton Planning & Management
West Virginia
$2.05M +$1.08M +13,804 +111%
CIA
900
Choate Investment Advisors
Massachusetts
$2.04M -$2.31M -29,545 -53%
34 35
36
37 38