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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 %
DE
1026
Diversified Enterprises
Delaware
$1.39M +$1.39M +17,793 New
KA
1027
Kooman & Associates
Pennsylvania
$1.37M +$22.6K +290 +2%
MHS
1028
M Holdings Securities
Oregon
$1.36M -$470K -6,020 -26%
MSWMA
1029
Market Street Wealth Management Advisors
Indiana
$1.35M -$27.6K -354 -2%
CWM
1030
Cabot Wealth Management
Massachusetts
$1.35M +$7.18K +92 +0.5%
HPFG
1031
Hart & Patterson Financial Group
Massachusetts
$1.34M -$4.76K -61 -0.4%
EW
1032
Evoke Wealth
California
$1.33M +$1.33M +17,088 New
PP
1033
Prudential plc
United Kingdom
$1.33M +$820K +10,500 +162%
TC
1034
Trilogy Capital
California
$1.32M -$12.9K -165 -1%
SI
1035
Saxon Interests
Texas
$1.32M +$42.1K +540 +3%
PCMC
1036
Paragon Capital Management (Colorado)
Colorado
$1.31M -$59.9K -768 -4%
FWM
1037
Forza Wealth Management
Florida
$1.31M – – –
TCM
1038
Tufton Capital Management
Maryland
$1.3M +$271K +3,477 +26%
COCM
1039
Charter Oak Capital Management
New Hampshire
$1.3M +$52.1K +668 +4%
MPW
1040
MA Private Wealth
California
$1.29M -$2.63M -33,741 -67%
VI
1041
Vestcor Inc
New Brunswick, Canada
$1.29M – – –
SP
1042
Stonebrook Private
Michigan
$1.29M +$223K +2,855 +21%
BW
1043
BIP Wealth
Georgia
$1.29M +$299K +3,826 +30%
LI
1044
LVZ Inc
Michigan
$1.28M -$98K -1,255 -7%
BA
1045
Bristlecone Advisors
Washington
$1.28M -$16.7K -214 -1%
CNBT
1046
Canandaigua National Bank & Trust
New York
$1.28M +$1.28M +16,379 New
HWA
1047
HCR Wealth Advisors
California
$1.27M +$109K +1,397 +9%
DIA
1048
Dana Investment Advisors
Wisconsin
$1.27M +$1.8K +23 +0.1%
BWP
1049
Balboa Wealth Partners
Arizona
$1.27M +$198K +2,543 +18%
GA
1050
Goldstein Advisors
Wisconsin
$1.25M +$70.6K +904 +6%
40 41
42
43 44