IEFA icon

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 %
SVWAG
951
Sound View Wealth Advisors Group
Georgia
$1.57M -$43.3K -596 -3%
EFS
952
Essex Financial Services
Connecticut
$1.57M +$926K +12,907 +144%
FPGK
953
Financial Partners Group (Kansas)
Kansas
$1.56M +$333K +4,590 +27%
CT
954
Colonial Trust
South Carolina
$1.56M -$581 -8 -0%
FNBT
955
FineMark National Bank & Trust
Florida
$1.55M +$440K +6,063 +40%
VPIM
956
Vanguard Personalized Indexing Management
California
$1.55M +$139K +1,911 +10%
AG
957
AlTi Global
New York
$1.54M +$12K +165 +0.8%
WRTC
958
Wind River Trust Company
Wyoming
$1.54M – – –
CWP
959
Cyndeo Wealth Partners
Florida
$1.54M +$222K +3,060 +17%
CFA
960
Cahill Financial Advisors
Minnesota
$1.54M +$47.9K +660 +3%
VC
961
Veracity Capital
Georgia
$1.53M -$1.09M -14,961 -42%
PWLP
962
Prio Wealth Limited Partnership
Massachusetts
$1.52M +$227K +3,124 +17%
VFG
963
Victory Financial Group
Texas
$1.52M +$1.11M +15,280 +268%
SCTC
964
Sanibel Captiva Trust Company
Florida
$1.52M +$791K +10,895 +109%
WAL
965
W Advisors LLC
Tennessee
$1.51M +$16.1K +221 +1%
QPWM
966
Quadrant Private Wealth Management
Pennsylvania
$1.5M +$169K +2,321 +13%
RA
967
RFG Advisory
Alabama
$1.5M +$170K +2,340 +13%
SHGA
968
Sand Hill Global Advisors
California
$1.5M +$1.5M +20,589 New
HSA
969
HBK Sorce Advisory
Pennsylvania
$1.49M +$324K +4,466 +28%
SPIO
970
Seven Post Investment Office
California
$1.49M – – –
MOS
971
MGO One Seven
Ohio
$1.49M +$81.1K +1,116 +6%
MAM
972
MMA Asset Management
Pennsylvania
$1.48M +$145 +2 +0%
IWA
973
Icon Wealth Advisors
Texas
$1.48M +$34.7K +464 +2%
WTA
974
Washington Trust Advisors
Massachusetts
$1.48M -$5.45K -75 -0.4%
FAM
975
Frontier Asset Management
Wyoming
$1.47M -$159K -2,183 -10%
37 38
39
40 41