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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,778 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, 766 increasing their positions, 654 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
+42
Holders Change %
+2.42%
% of All Funds
25.77%
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
766
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
+$366M
3
Bank of America
Bank of America
North Carolina
+$294M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$224M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$218M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.41B
2
Goldman Sachs
Goldman Sachs
New York
-$497M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$242M
4
Osaic Holdings
Osaic Holdings
Arizona
-$219M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
1451
Rowlandmiller & Partners
Georgia
$323K – – –
FFC
1452
First Financial Corp
Indiana
$322K +$322K +4,345 New
ACM
1453
Argent Capital Management
Missouri
$322K +$89.1K +1,200 +38%
KWM
1454
Keebeck Wealth Management
Illinois
$319K +$4.08K +55 +1%
PSP
1455
Principal Street Partners
Tennessee
$318K +$318K +4,255 New
MFG
1456
Mosaic Financial Group
Illinois
$317K +$317K +4,277 New
PIAS
1457
PCA Investment Advisory Services
Ohio
$316K +$316K +4,259 New
M
1458
MOTCO
Texas
$316K +$78.9K +1,063 +33%
FP
1459
Financial Perspectives
Minnesota
$314K +$60.8K +819 +24%
WJWM
1460
Williams Jones Wealth Management
New York
$314K -$223 -3 -0.1%
SPC
1461
Spirepoint Private Client
Florida
$314K +$314K +4,228 New
BC
1462
Burney Company
Virginia
$313K +$40.1K +540 +15%
TWP
1463
Total Wealth Planning
Ohio
$312K – – –
AOWM
1464
Alpha Omega Wealth Management
Virginia
$312K – – –
SI
1465
Stephens Inc
Arkansas
$312K +$37K +498 +13%
EFG
1466
Embree Financial Group
Illinois
$309K -$55.6K -749 -15%
GIM
1467
Goelzer Investment Management
Indiana
$309K +$90.6K +1,221 +41%
CDH
1468
Charles D. Hyman
$309K – – –
TFA
1469
Tobias Financial Advisors
Florida
$308K +$6.61K +89 +2%
WWM
1470
Wolff Wiese Magana
California
$306K +$66.7K +899 +28%
ESB
1471
Essex Savings Bank
Connecticut
$305K – – –
BFA
1472
Bragg Financial Advisors
North Carolina
$304K +$304K +4,100 New
KCM
1473
Kathmere Capital Management
Pennsylvania
$301K – – –
VWA
1474
VERITY Wealth Advisors
United States
$301K +$301K +4,050 New
RGC
1475
Roberts, Glore & Co
Illinois
$300K – – –
57 58
59
60 61