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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 %
BW
1051
Bison Wealth
Georgia
$1.24M +$306K +3,922 +33%
JWM
1052
JFG Wealth Management
Colorado
$1.24M +$457K +5,859 +58%
CP
1053
Capital Planning
Washington
$1.23M +$66.2K +848 +6%
BTI
1054
Blue Trust Inc
Georgia
$1.23M +$537K +7,389 +78%
SC
1055
Sepio Capital
Utah
$1.22M -$71.4K -915 -6%
NCM
1056
NCM Capital Management
New Jersey
$1.22M -$27.3K -350 -2%
PIM
1057
Penobscot Investment Management
Massachusetts
$1.22M +$272K +3,480 +29%
TH
1058
TCTC Holdings
Texas
$1.22M +$1.03M +13,228 +556%
FMI
1059
F/M Investments
District of Columbia
$1.21M – – –
SIA
1060
SeaBridge Investment Advisors
New Jersey
$1.21M – – –
TFM
1061
TFC Financial Management
Massachusetts
$1.2M – – –
SCP
1062
Stevens Capital Partners
Nebraska
$1.2M -$39.5K -506 -3%
IC
1063
Innealta Capital
Texas
$1.19M -$39.1K -501 -3%
FNC
1064
First National Corp
Massachusetts
$1.19M +$93.9K +1,203 +9%
PBO
1065
Peoples Bank (Ohio)
Ohio
$1.19M -$147K -1,889 -11%
MSWM
1066
McGlone Suttner Wealth Management
Wisconsin
$1.18M -$608K -7,792 -34%
EDRIA
1067
Edmonds Duncan Registered Investment Advisors
Kansas
$1.17M +$247K +3,166 +27%
AWM
1068
Aries Wealth Management
Maine
$1.17M +$1.17M +14,975 New
OWA
1069
ORBA Wealth Advisors
Illinois
$1.16M -$19.5K -250 -2%
DWP
1070
Daymark Wealth Partners
Ohio
$1.15M -$72.2K -925 -6%
CCP
1071
Clarity Capital Partners
California
$1.15M +$227K +2,904 +25%
BDF
1072
Black Diamond Financial
Maryland
$1.15M – – –
SWA
1073
Strata Wealth Advisors
Texas
$1.15M – – –
WF
1074
Welch & Forbes
Massachusetts
$1.14M +$112K +1,433 +11%
SSW
1075
Stone Summit Wealth
Florida
$1.14M +$25.5K +327 +2%
41 42
43
44 45