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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 %
EFG
951
Everhart Financial Group
Ohio
$1.71M +$480K +6,151 +39%
FWM
952
Fortress Wealth Management
California
$1.71M -$3.9M -49,970 -70%
SW
953
StrongBox Wealth
Missouri
$1.71M -$102K -1,305 -6%
MIM
954
Macroview Investment Management
Maryland
$1.71M -$15K -192 -0.9%
Invesco
955
Invesco
Georgia
$1.7M +$1.7M +21,750 New
D
956
Dentgroup
Louisiana
$1.7M +$763K +9,772 +82%
CIA
957
Capital Investment Advisors
Georgia
$1.69M -$36.1K -463 -2%
IA
958
Inspire Advisors
Idaho
$1.69M +$397K +5,085 +31%
FBT
959
First Bank & Trust
South Dakota
$1.69M -$9.37K -120 -0.6%
AFO
960
Arrowroot Family Office
California
$1.69M -$10.3K -132 -0.6%
LCM
961
Lazari Capital Management
California
$1.69M -$5.85K -75 -0.3%
KWA
962
Kingswood Wealth Advisors
California
$1.68M +$640K +8,200 +61%
VPIM
963
Vanguard Personalized Indexing Management
California
$1.68M +$20.7K +265 +1%
FPGK
964
Financial Partners Group (Kansas)
Kansas
$1.68M -$1.72K -22 -0.1%
FNBT
965
FineMark National Bank & Trust
Florida
$1.68M +$14.4K +185 +0.9%
PCA
966
Pallas Capital Advisors
Massachusetts
$1.66M +$1.49K +20 +0.1%
AG
967
AlTi Global
New York
$1.66M – – –
WRTC
968
Wind River Trust Company
Wyoming
$1.65M – – –
CT
969
Colonial Trust
South Carolina
$1.65M -$21.3K -273 -1%
PWLP
970
Prio Wealth Limited Partnership
Massachusetts
$1.64M – – –
GWA
971
GGM Wealth Advisors
Maryland
$1.62M +$177K +2,262 +12%
SC
972
Sapient Capital
Indiana
$1.61M +$693K +8,874 +76%
HSA
973
HBK Sorce Advisory
Pennsylvania
$1.6M +$1.25K +16 +0.1%
SFA
974
Source Financial Advisors
New York
$1.6M -$433K -5,546 -21%
SPIO
975
Seven Post Investment Office
California
$1.6M – – –
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