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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,979 hedge funds and large institutions have $103B invested in iShares Core MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 897 increasing their positions, 596 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,979
Holders Change
+139
Holders Change %
+7.55%
% of All Funds
26.35%
Holding in Top 10
320
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-2.74%
% of All Funds
4.26%
New
278
Increased
897
Reduced
596
Closed
95
Calls
$5.71M
Puts
$422K
Net Calls
+$5.29M
Net Calls Change
-$3.04M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$13.5B
2
OMC
Old Mission Capital
Illinois
$302M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.6B
4
Wells Fargo
Wells Fargo
California
$4.62B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$2.12B

Top Sellers

1
BlackRock
BlackRock
New York
$1.93B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$60.4M
3
GC
Grimes & Company
Massachusetts
$35.8M
4
Morgan Stanley
Morgan Stanley
New York
$6.89B
5
Goldman Sachs
Goldman Sachs
New York
$1.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
MMI
76
Matson Money Inc
Ohio
$154M +$2.95M +41,727 +2%
CFG
77
Citizens Financial Group
Rhode Island
$153M +$2.15M +30,613 +1%
QWP
78
Quotient Wealth Partners
Texas
$151M +$5.31M +75,484 +4%
CFG
79
CKW Financial Group
Hawaii
$150M +$2.32M +33,048 +2%
AWE
80
Avidian Wealth Enterprises
Texas
$149M +$5.99M +85,292 +4%
UBS AM
81
UBS AM
Illinois
$147M – – –
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$147M +$15.4M +218,950 +12%
PP
83
Passaic Partners
New Jersey
$144M -$7.08M -100,760 -5%
MCM
84
MAI Capital Management
Ohio
$143M +$28.6M +406,844 +25%
MWA
85
Midland Wealth Advisors
Illinois
$142M +$745K +10,603 +0.5%
MGIA
86
Moneta Group Investment Advisors
Missouri
$142M +$10.4M +148,202 +8%
SA
87
Sanctuary Advisors
Indiana
$141M +$1.54M +20,728 +1%
FHB
88
First Hawaiian Bank
Hawaii
$139M -$2.78M -39,487 -2%
MFG
89
Merit Financial Group
Georgia
$138M +$13.9M +198,142 +11%
CI
90
CX Institutional
Indiana
$135M +$118M +1,671,978 +671%
P
91
&Partners
Tennessee
$135M +$48.6M +690,334 +56%
NFA
92
Nationwide Fund Advisors
Ohio
$131M +$19.6M +278,726 +18%
CI
93
Constellation Investments
Ohio
$130M +$130M +1,845,498 New
HHGA
94
Halbert Hargrove Global Advisors
California
$129M +$5.03M +71,593 +4%
RIA
95
Retirement Investment Advisors
Oklahoma
$128M +$7.87M +111,956 +7%
RIG
96
RiverFront Investment Group
Virginia
$127M -$42.9M -610,892 -25%
SWP
97
Sagespring Wealth Partners
Tennessee
$123M +$123M +1,752,293 New
HWA
98
Heritage Wealth Advisors
Virginia
$122M +$2.97M +42,201 +2%
TI
99
Truepoint Inc
Ohio
$121M -$812K -11,551 -0.7%
CWM
100
Connecticut Wealth Management
Connecticut
$118M +$2.09M +29,738 +2%
2 3
4
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