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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 %
CPIA
1301
Cornell Pochily Investment Advisors
New York
$569K -$7.57K -97 -1%
SCA
1302
Stonebridge Capital Advisors
Minnesota
$569K +$262K +3,362 +86%
NGA
1303
Naples Global Advisors
Florida
$568K -$234 -3 -0%
CIAS
1304
CBIZ Investment Advisory Services
Ohio
$564K +$97.5K +1,249 +21%
AIC
1305
Archer Investment Corporation
Indiana
$564K – – –
BWM
1306
Brophy Wealth Management
New Hampshire
$563K +$563K +7,213 New
CPP
1307
Capasso Planning Partners
South Carolina
$559K +$123K +1,581 +28%
NIC
1308
Northwest Investment Counselors
Oregon
$556K -$23.4K -300 -4%
PWP
1309
Private Wealth Partners
California
$553K – – –
MWM
1310
Maltin Wealth Management
New Jersey
$552K +$552K +7,071 New
HWA
1311
Hilltop Wealth Advisors
North Carolina
$552K – – –
IFWM
1312
Institute for Wealth Management
Colorado
$552K – – –
KFI
1313
Key Financial Inc
Pennsylvania
$550K -$2.73K -35 -0.5%
MM
1314
Meridian Management
Arkansas
$547K – – –
DWA
1315
Douglass Winthrop Advisors
New York
$546K – – –
FFO
1316
Fiduciary Family Office
Florida
$545K -$91.2K -1,169 -14%
BCM
1317
BluePointe Capital Management
California
$543K – – –
PIFP
1318
Partners in Financial Planning
Virginia
$542K – – –
CGPCS
1319
Capital Group Private Client Services
California
$540K +$22.9K +294 +4%
BWM
1320
BCGM Wealth Management
Indiana
$540K -$13.7K -176 -2%
SB
1321
Simmons Bank
Arkansas
$539K -$8.35K -107 -2%
IF
1322
Ironwood Financial
Arizona
$537K +$5.93K +76 +1%
CWM
1323
Centurion Wealth Management
Virginia
$536K +$536K +6,862 New
MFWP
1324
Mosaic Family Wealth Partners
Missouri
$535K +$12.2K +156 +2%
Russell Investments Group
1325
Russell Investments Group
United Kingdom
$533K -$33.1K -424 -6%
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