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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 %
DTC
1151
Davidson Trust Company
Washington
$888K – – –
NPP
1152
New Potomac Partners
Maryland
$887K – – –
CC
1153
Courier Capital
New York
$887K +$8.51K +109 +1%
FIA
1154
Foundations Investment Advisors
Arizona
$887K +$250K +3,201 +39%
CPC
1155
Consolidated Planning Corp
Georgia
$885K -$3.25M -41,598 -79%
CWA
1156
CM Wealth Advisors
Ohio
$884K -$44K -564 -5%
PP
1157
Patron Partners
Texas
$882K -$192K -2,462 -18%
GC
1158
Garde Capital
Washington
$881K – – –
CPRC
1159
Consolidated Portfolio Review Corp
New York
$880K +$8.59K +110 +1%
OWM
1160
OneAscent Wealth Management
Alabama
$877K +$38.3K +491 +5%
C
1161
CEDRUS
Colorado
$876K +$187K +2,396 +27%
BI
1162
Berkeley Inc
Idaho
$875K +$438K +5,608 +100%
Lazard Asset Management
1163
Lazard Asset Management
New York
$871K – – –
ACM
1164
Advisors Capital Management
New Jersey
$867K -$1.09M -13,961 -56%
HAS
1165
Holland Advisory Services
Florida
$866K -$24.3K -311 -3%
SJL
1166
Shayne & Jacobs LLC
Tennessee
$862K – – –
PA
1167
Procyon Advisors
Connecticut
$852K -$4.61K -59 -0.5%
SC
1168
SouthState Corp
Florida
$846K – – –
GSC
1169
G&S Capital
Colorado
$839K +$10.5K +135 +1%
VCS
1170
Vaughan & Co Securities
New Jersey
$835K -$2.03K -26 -0.2%
HFS
1171
Haverford Financial Services
Pennsylvania
$835K – – –
MA
1172
Montag & Associates
Georgia
$832K – – –
PPW
1173
Presilium Private Wealth
Pennsylvania
$832K – – –
DCM
1174
Dudley Capital Management
Virginia
$828K – – –
T
1175
TrueFG
Texas
$825K +$14.7K +188 +2%
45 46
47
48 49