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iShares Core MSCI EAFE ETF
IEFA

1,853 hedge funds and large institutions have $106B invested in iShares Core MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 790 increasing their positions, 639 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $4.06M

97% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 72

24% more repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 639

8% more capital invested

Capital invested by funds: $98.8B → $106B (+$7.7B)

2% more funds holding

Funds holding: 1,809 → 1,853 (+44)

0.27% less ownership

Funds ownership: 84.67% → 84.4% (-0.27%)

1% less funds holding in top 10

Funds holding in top 10: 334 → 331 (-3)

Holders
1,853
Holders Change
+44
Holders Change %
+2.43%
% of All Funds
26.61%
Holding in Top 10
331
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.9%
% of All Funds
4.75%
New
142
Increased
790
Reduced
639
Closed
72
Calls
$12.4M
Puts
$4.06M
Net Calls
+$8.33M
Net Calls Change
+$37.1M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$754M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$219M
3
SP
Stairway Partners
Illinois
+$211M
4
Prudential Financial
Prudential Financial
New Jersey
+$194M
5
Wells Fargo
Wells Fargo
California
+$173M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$918M
2
Goldman Sachs
Goldman Sachs
New York
-$372M
3
OMC
Old Mission Capital
Illinois
-$196M
4
AA
Alesco Advisors
New York
-$194M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$153M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
76
Passaic Partners
New Jersey
$167M -$9.82M -131,152 -6%
MMI
77
Matson Money Inc
Ohio
$166M +$2.03M +27,138 +1%
UBS AM
78
UBS AM
Illinois
$163M -$28.4M -380,000 -15%
CFG
79
CKW Financial Group
Hawaii
$162M +$1.26M +16,791 +0.8%
QWP
80
Quotient Wealth Partners
Texas
$162M +$1.56M +20,904 +1%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$161M +$8.01M +106,998 +5%
AWE
82
Avidian Wealth Enterprises
Texas
$159M +$2.7M +36,067 +2%
FHB
83
First Hawaiian Bank
Hawaii
$158M -$7.39M -98,702 -5%
MWA
84
Midland Wealth Advisors
Illinois
$157M +$5.7M +76,119 +4%
TPCW
85
TD Private Client Wealth
New York
$147M +$19.1M +254,688 +16%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$146M -$3.36M -44,905 -2%
MGIA
87
Moneta Group Investment Advisors
Missouri
$146M +$1.32M +17,672 +1%
APF
88
Alaska Permanent Fund
Alaska
$138M -$10.1M -134,282 -7%
MFG
89
Merit Financial Group
Georgia
$138M -$11.9M -159,372 -8%
HHGA
90
Halbert Hargrove Global Advisors
California
$138M +$1.99M +26,640 +2%
SA
91
Sanctuary Advisors
Indiana
$136M +$4.83M +64,561 +4%
TI
92
Truepoint Inc
Ohio
$136M +$425K +5,680 +0.3%
AA
93
Alesco Advisors
New York
$135M -$194M -2,597,604 -60%
RIA
94
Retirement Investment Advisors
Oklahoma
$133M +$7.48M +99,946 +6%
HWA
95
Heritage Wealth Advisors
Virginia
$132M +$894K +11,948 +0.7%
FBFS
96
First Business Financial Services
Wisconsin
$129M +$179K +2,385 +0.1%
CWM
97
Connecticut Wealth Management
Connecticut
$129M +$5.18M +69,260 +4%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$128M +$3.08M +41,158 +3%
MCM
99
MAI Capital Management
Ohio
$127M +$677K +9,040 +0.6%
NFA
100
Nationwide Fund Advisors
Ohio
$124M +$119M +1,591,231 New
2 3
4
5 6

IEFA Hedge Fund Activity: Q3 2024 in Review

1,853 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2024, worth a combined $106B — up 7.8% from $98.8B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new IEFA positions and 72 closed out — a net gain of 70 holders — while 790 added to existing stakes and 639 trimmed.

The largest buyer was Bank of America, adding an estimated $754M. The largest seller was Jane Street, cutting an estimated $918M.

  • 1,853 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2024, up from 1,809 in Q2 2024.
  • Funds reported $106B of iShares Core MSCI EAFE ETF stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 142 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2024 and 72 closed out, a net change of +70 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2024 was Bank of America, an estimated $754M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2024 was Jane Street, an estimated $918M sold.

Based on aggregated 13F filings for Q3 2024.