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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 %
ESB
1201
Essex Savings Bank
Connecticut
$770K -$390 -5 -0.1%
LPT
1202
Legacy Private Trust
Wisconsin
$768K +$179K +2,298 +30%
CCG
1203
Cypress Capital Group
Florida
$767K -$61.9K -793 -7%
TWA
1204
Talisman Wealth Advisors
New Jersey
$766K -$46.5K -594 -6%
TI
1205
tru Independence
Oregon
$765K +$122K +1,563 +19%
TFF
1206
The Family Firm
Maryland
$763K +$449K +5,752 +143%
AP
1207
Adero Partners
California
$757K -$85.5K -1,095 -10%
GWM
1208
GSB Wealth Management
Connecticut
$753K -$36.7K -470 -5%
TCM
1209
TD Capital Management
Tennessee
$751K – – –
BHPW
1210
Beverly Hills Private Wealth
California
$741K +$48K +615 +7%
RFP
1211
RCS Financial Planning
Maryland
$735K +$78 +1 +0%
JIP
1212
Jaffetilchin Investment Partners
Florida
$734K +$7.81K +100 +1%
First Manhattan
1213
First Manhattan
New York
$733K -$37.9K -486 -5%
SWP
1214
Strategic Wealth Partners
Ohio
$731K +$25.1K +321 +4%
OWA
1215
One Wealth Advisors
California
$728K – – –
RFG
1216
REAP Financial Group
Texas
$728K -$9.99K -128 -1%
CCA
1217
Cobblestone Capital Advisors
New York
$724K -$13.7K -176 -2%
SPI
1218
Sutton Place Investors
New York
$724K -$109K -1,400 -13%
MCCP
1219
Mission Creek Capital Partners
California
$723K -$3.75K -48 -0.5%
RJTCONH
1220
Raymond James Trust Company of New Hampshire
New Hampshire
$722K +$77.7K +995 +12%
FWA
1221
FSC Wealth Advisors
New York
$718K +$28.2K +361 +4%
PFA
1222
Pathway Financial Advisors
Vermont
$718K +$502K +6,434 +233%
WDL
1223
Well Done LLC
Michigan
$718K +$144K +1,846 +25%
NAS
1224
Nicolet Advisory Services
Wisconsin
$715K -$83K -1,085 -10%
SHGA
1225
Sand Hill Global Advisors
California
$709K -$898K -11,511 -56%
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