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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,777 hedge funds and large institutions have $102B invested in iShares Core MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 765 increasing their positions, 654 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,777
Holders Change
+42
Holders Change %
+2.42%
% of All Funds
25.76%
Holding in Top 10
343
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.48%
% of All Funds
4.97%
New
128
Increased
765
Reduced
654
Closed
65
Calls
$14.4M
Puts
$3.68M
Net Calls
+$10.7M
Net Calls Change
+$2.71M

Top Buyers

1
UBS AM
UBS AM
Illinois
$4.25B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$533M
3
Bank of America
Bank of America
North Carolina
$12.9B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$648M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.81B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.61B
2
Goldman Sachs
Goldman Sachs
New York
$2.36B
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$15.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$118M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
101
Wellington Management Group
Massachusetts
$109M -$104M -1,405,097 -49%
Corient Private Wealth
102
Corient Private Wealth
Florida
$109M +$4.48M +60,319 +4%
TPCW
103
TD Private Client Wealth
New York
$106M +$11.6M +156,371 +12%
UB
104
UMB Bank
Missouri
$105M +$1.22M +16,372 +1%
GSIS
105
Global Strategic Investment Solutions
Arizona
$102M -$5.46M -73,552 -5%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$101M +$2.84M +38,283 +3%
Neuberger Berman Group
107
Neuberger Berman Group
New York
$100M +$1.93M +26,029 +2%
CAL
108
Capital Analysts LLC
Pennsylvania
$98.3M -$14.2M -191,226 -13%
SWM
109
SigFig Wealth Management
California
$98.1M -$3.16M -42,682 -3%
EH
110
Equitable Holdings
New York
$96.3M -$3.35M -45,132 -3%
PS
111
Principal Securities
Iowa
$95.6M +$13.9M +187,218 +17%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$95M -$18.2M -245,676 -16%
FFBTD
113
First Financial Bank - Trust Division
Ohio
$92.7M +$4.59M +61,821 +5%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$91.1M +$1.11M +14,976 +1%
SWM
115
Spire Wealth Management
Virginia
$88M +$1.41M +4,201 +2%
JFGIW
116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86.9M +$9.66M +130,212 +13%
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$86.1M +$74.2M +1,000,000 +624%
VC
118
Vicus Capital
Pennsylvania
$85.8M +$1.72M +23,179 +2%
W
119
Wealthquest
Ohio
$85M -$1.13M -15,284 -1%
BCWM
120
Bartlett & Co Wealth Management
Ohio
$84.2M +$2.25M +30,349 +3%
GC
121
Gratus Capital
Georgia
$84.1M +$3.18M +42,897 +4%
RFC
122
Regions Financial Corp
Alabama
$83.9M -$164K -2,207 -0.2%
HFS
123
Hantz Financial Services
Michigan
$83.7M -$4.5M -60,619 -5%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$83M +$9.34M +125,834 +13%
FFA
125
Fragasso Financial Advisors
Pennsylvania
$82.9M +$620K +8,350 +0.8%
3 4
5
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