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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,777 hedge funds and large institutions have $102B invested in iShares Core MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 765 increasing their positions, 654 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,777
Holders Change
+42
Holders Change %
+2.42%
% of All Funds
25.76%
Holding in Top 10
343
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.48%
% of All Funds
4.97%
New
128
Increased
765
Reduced
654
Closed
65
Calls
$14.4M
Puts
$3.68M
Net Calls
+$10.7M
Net Calls Change
+$2.71M

Top Buyers

1
UBS AM
UBS AM
Illinois
$4.25B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$533M
3
Bank of America
Bank of America
North Carolina
$12.9B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$648M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.81B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.61B
2
Goldman Sachs
Goldman Sachs
New York
$2.36B
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$15.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$118M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCCA
76
Mill Creek Capital Advisors
Pennsylvania
$173M +$170M +2,289,940 +4,865%
CCWA
77
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$171M +$6.32M +85,151 +4%
NMIMC
78
Northwestern Mutual Investment Management Company
Wisconsin
$162M -$158M -2,122,900 -49%
Macquarie Group
79
Macquarie Group
Australia
$156M +$15.2M +204,619 +11%
MMI
80
Matson Money Inc
Ohio
$154M -$1.59M -21,377 -1%
CFG
81
CKW Financial Group
Hawaii
$152M +$23M +310,693 +18%
BBHC
82
Brown Brothers Harriman & Co
New York
$151M -$13.8M -186,459 -8%
CFG
83
Citizens Financial Group
Rhode Island
$150M -$5.69M -76,627 -4%
MWA
84
Midland Wealth Advisors
Illinois
$144M +$4.44M +59,844 +3%
AWE
85
Avidian Wealth Enterprises
Texas
$143M +$27.9M +376,146 +24%
MFG
86
Merit Financial Group
Georgia
$138M +$33.4M +455,854 +32%
MGIA
87
Moneta Group Investment Advisors
Missouri
$133M +$19.4M +260,772 +17%
TI
88
Truepoint Inc
Ohio
$132M -$5.45M -73,466 -4%
CAN
89
Cetera Advisor Networks
California
$127M +$5.01M +67,508 +4%
APCM
90
Alaska Permanent Capital Management
Alaska
$127M -$13.5M -182,143 -10%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$126M +$1.57M +21,170 +1%
HWA
92
Heritage Wealth Advisors
Virginia
$123M +$1.19M +15,987 +1%
FBFS
93
First Business Financial Services
Wisconsin
$123M +$1.72M +23,159 +1%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122M -$34.4M -463,944 -22%
HHGA
95
Halbert Hargrove Global Advisors
California
$120M -$2.35M -31,716 -2%
MCM
96
MAI Capital Management
Ohio
$120M +$25.7M +345,808 +27%
Osaic Holdings
97
Osaic Holdings
Arizona
$118M -$219M -2,951,285 -65%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$118M +$3.92M +52,755 +3%
CWM
99
Connecticut Wealth Management
Connecticut
$115M +$7.05M +94,934 +7%
Comerica Bank
100
Comerica Bank
Texas
$114M +$7.05M +94,963 +7%
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