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iShares Core MSCI EAFE ETF
IEFA

1,786 hedge funds and large institutions have $102B invested in iShares Core MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 770 increasing their positions, 657 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $3.68M

95% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 66

17% more repeat investments, than reductions

Existing positions increased: 770 | Existing positions reduced: 657

2% more funds holding

Funds holding: 1,744 → 1,786 (+42)

1% more funds holding in top 10

Funds holding in top 10: 340 → 345 (+5)

4% more capital invested

Capital invested by funds: $98B → $102B (+$4.26B)

3.21% less ownership

Funds ownership: 91.8% → 88.59% (-3.2%)

Holders
1,786
Holders Change
+42
Holders Change %
+2.41%
% of All Funds
25.72%
Holding in Top 10
345
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.47%
% of All Funds
4.97%
New
129
Increased
770
Reduced
657
Closed
66
Calls
$14.4M
Puts
$3.68M
Net Calls
+$10.7M
Net Calls Change
+$2.71M

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$4.07B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$349M
3
Bank of America
Bank of America
North Carolina
+$282M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$215M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$209M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.15B
2
Goldman Sachs
Goldman Sachs
New York
-$476M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$232M
4
Osaic Holdings
Osaic Holdings
Arizona
-$210M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$151M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
126
Fragasso Financial Advisors
Pennsylvania
$82.9M +$594K +8,350 +0.8%
NA
127
Nottingham Advisors
New York
$82.9M -$11.6M -163,013 -13%
Mirae Asset Global Investments
128
Mirae Asset Global Investments
South Korea
$82.7M -$40.1M -563,810 -34%
FSC
129
Full Sail Capital
Oklahoma
$82.1M +$5.53M +77,701 +8%
RWM
130
Ritholtz Wealth Management
New York
$81.3M +$1.29M +18,163 +2%
Prudential Financial
131
Prudential Financial
New Jersey
$79M -$5.84M -81,991 -7%
RWM
132
RKL Wealth Management
Pennsylvania
$79M -$2.91M -40,859 -4%
LMIM
133
Lockheed Martin Investment Management
Maryland
$75.2M – – –
CFFP
134
Center for Financial Planning
Michigan
$75M +$3.06M +43,049 +4%
JCM
135
Janney Capital Management
Pennsylvania
$74.5M -$2.16M -30,388 -3%
VWM
136
Venturi Wealth Management
Texas
$71.3M +$107K +1,505 +0.2%
RCAG
137
Rehmann Capital Advisory Group
Michigan
$71.1M +$2.39M +33,576 +4%
ECG
138
Edge Capital Group
Georgia
$70.8M +$2.67M +37,470 +4%
AWA
139
Aaron Wealth Advisors
Illinois
$69.9M -$2.63M -36,959 -4%
SFI
140
SPC Financial Inc
Maryland
$66.1M +$1.59M +22,292 +3%
JPC
141
Jabodon PT Co
Nevada
$65.6M – – –
WANY
142
Wealthspire Advisors (New York)
New York
$65.2M -$2.54M -35,648 -4%
FDP
143
Financiere des Professionnels
Quebec, Canada
$65.1M -$7.79M -109,500 -11%
TCBWMS
144
Texas Capital Bank Wealth Management Services
Texas
$64.3M +$1.63M +22,841 +3%
B
145
Bailard
California
$62.3M +$319K +4,483 +0.5%
GLLW
146
Graves Light Lenhart Wealth
Virginia
$60.1M +$11.2M +157,238 +24%
MCWS
147
McKinley Carter Wealth Services
West Virginia
$60M +$2.31M +32,398 +4%
CW
148
Cabot-Wellington
Massachusetts
$59.6M -$842K -11,824 -1%
CL
149
Choreo LLC
Illinois
$58.5M -$4.94M -69,351 -8%
IB
150
Intrust Bank
Kansas
$57.4M +$109K +1,529 +0.2%
4 5
6
7 8

IEFA Hedge Fund Activity: Q1 2024 in Review

1,786 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q1 2024, worth a combined $102B — up 4.4% from $98B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new IEFA positions and 66 closed out — a net gain of 63 holders — while 770 added to existing stakes and 657 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $4.07B. The largest seller was Morgan Stanley, cutting an estimated $6.15B.

  • 1,786 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q1 2024, up from 1,744 in Q4 2023.
  • Funds reported $102B of iShares Core MSCI EAFE ETF stock for Q1 2024, up 4.4% quarter-over-quarter.
  • 129 funds opened new iShares Core MSCI EAFE ETF positions in Q1 2024 and 66 closed out, a net change of +63 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q1 2024 was UBS AM, an estimated $4.07B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.15B sold.

Based on aggregated 13F filings for Q1 2024.