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iShares Core MSCI EAFE ETF
IEFA

2,001 hedge funds and large institutions have $103B invested in iShares Core MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 907 increasing their positions, 601 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,252% more call options, than puts

Call options by funds: $5.71M | Put options by funds: $422K

197% more first-time investments, than exits

New positions opened: 285 | Existing positions closed: 96

51% more repeat investments, than reductions

Existing positions increased: 907 | Existing positions reduced: 601

8% more funds holding

Funds holding: 1,854 → 2,001 (+147)

0.02% more ownership

Funds ownership: 84.4% → 84.42% (+0.02%)

3% less capital invested

Capital invested by funds: $106B → $103B (-$3.63B)

3% less funds holding in top 10

Funds holding in top 10: 331 → 321 (-10)

Holders
2,001
Holders Change
+147
Holders Change %
+7.93%
% of All Funds
26.35%
Holding in Top 10
321
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.02%
% of All Funds
4.23%
New
285
Increased
907
Reduced
601
Closed
96
Calls
$5.71M
Puts
$422K
Net Calls
+$5.29M
Net Calls Change
-$3.04M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$673M
2
OMC
Old Mission Capital
Illinois
+$317M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
4
Wells Fargo
Wells Fargo
California
+$248M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$192M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$404M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$291M
3
GC
Grimes & Company
Massachusetts
-$245M
4
Morgan Stanley
Morgan Stanley
New York
-$171M
5
Goldman Sachs
Goldman Sachs
New York
-$143M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1001
AlTi Global
New York
$1.52M +$26.9K +364 +2%
CNBOF
1002
City National Bank of Florida
Florida
$1.52M +$1.59M +21,564 New
SFG
1003
Sovereign Financial Group
Connecticut
$1.52M +$235K +3,186 +17%
VPIM
1004
Vanguard Personalized Indexing Management
California
$1.51M -$2.14K -29 -0.1%
DFG
1005
Dynamic Financial Group
Iowa
$1.5M +$1.58M +21,412 New
GVCM
1006
Global View Capital Management
Wisconsin
$1.49M +$1.57M +21,298 New
WRTC
1007
Wind River Trust Company
Wyoming
$1.49M – – –
BFM
1008
Boston Financial Management
Massachusetts
$1.48M +$582K +7,886 +60%
GM
1009
GeoWealth Management
Illinois
$1.48M -$1.24M -16,848 -44%
SXL
1010
Summit X LLC
Missouri
$1.47M +$65.1K +882 +4%
HFS
1011
Howard Financial Services
Texas
$1.46M -$84.2K -1,141 -5%
HFA
1012
Highland Financial Advisors
New Jersey
$1.46M -$88.7K -1,203 -5%
RFW
1013
Rainier Family Wealth
Washington
$1.45M +$1.52M +20,614 New
TPA
1014
Trivium Point Advisory
Connecticut
$1.45M +$1.19M +16,172 +366%
HNB
1015
Huntington National Bank
Ohio
$1.44M – – –
SAM
1016
Smartleaf Asset Management
Massachusetts
$1.44M +$10.5K +142 +0.7%
SPIO
1017
Seven Post Investment Office
California
$1.44M – – –
CTWM
1018
Cherry Tree Wealth Management
Minnesota
$1.44M +$60.3K +817 +4%
AWMM
1019
Aegis Wealth Management (Maryland)
Maryland
$1.43M +$1.5M +20,385 New
MAM
1020
MMA Asset Management
Pennsylvania
$1.43M -$1.56M -21,200 -51%
CT
1021
Colonial Trust
South Carolina
$1.43M -$60K -813 -4%
BDF
1022
Black Diamond Financial
Maryland
$1.42M +$404K +5,477 +37%
IWA
1023
Icon Wealth Advisors
Texas
$1.42M +$23.2K +314 +2%
PCMC
1024
Paragon Capital Management (Colorado)
Colorado
$1.41M +$246K +3,328 +20%
FNBT
1025
FineMark National Bank & Trust
Florida
$1.4M -$115K -1,564 -7%
39 40
41
42 43

IEFA Hedge Fund Activity: Q4 2024 in Review

2,001 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q4 2024, worth a combined $103B — down 3.4% from $106B a quarter earlier.

Buyers outnumbered sellers: 285 funds opened new IEFA positions and 96 closed out — a net gain of 189 holders — while 907 added to existing stakes and 601 trimmed.

The largest buyer was Bank of America, adding an estimated $673M. The largest seller was BlackRock, cutting an estimated $404M.

  • 2,001 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q4 2024, up from 1,854 in Q3 2024.
  • Funds reported $103B of iShares Core MSCI EAFE ETF stock for Q4 2024, down 3.4% quarter-over-quarter.
  • 285 funds opened new iShares Core MSCI EAFE ETF positions in Q4 2024 and 96 closed out, a net change of +189 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q4 2024 was Bank of America, an estimated $673M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q4 2024 was BlackRock, an estimated $404M sold.

Based on aggregated 13F filings for Q4 2024.