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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,796 hedge funds and large institutions have $98.7B invested in iShares Core MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 856 increasing their positions, 613 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,796
Holders Change
+19
Holders Change %
+1.07%
% of All Funds
26.12%
Holding in Top 10
332
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.21%
% of All Funds
4.83%
New
117
Increased
856
Reduced
613
Closed
68
Calls
$9.95M
Puts
$38.8M
Net Calls
-$28.8M
Net Calls Change
-$39.5M

Top Buyers

1
Jane Street
Jane Street
New York
$1.05B
2
Morgan Stanley
Morgan Stanley
New York
$7.17B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$6.14B
4
Wells Fargo
Wells Fargo
California
$4.36B
5
OMC
Old Mission Capital
Illinois
$196M

Top Sellers

1
UBS AM
UBS AM
Illinois
$180M
2
CPCM
Cornerstone Partners Capital Management
Virginia
$27.5M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$3.96B
4
BlackRock
BlackRock
New York
$2.3B
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
126
Bartlett & Co Wealth Management
Ohio
$83.3M +$832K +11,459 +1%
RWM
127
Ritholtz Wealth Management
New York
$80.8M +$1.27M +17,544 +2%
Focus Partners Wealth
128
Focus Partners Wealth
Massachusetts
$80.4M +$56.4M +776,671 +235%
RWM
129
RKL Wealth Management
Pennsylvania
$77.9M +$635K +8,743 +0.8%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$75.8M -$5.43M -74,766 -7%
FFA
131
Fragasso Financial Advisors
Pennsylvania
$75.3M -$5.89M -81,093 -7%
RFC
132
Regions Financial Corp
Alabama
$75.2M -$6.91M -95,074 -8%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$75.2M -$108M -1,487,155 -59%
HFS
134
Hantz Financial Services
Michigan
$74.6M -$7.34M -101,071 -9%
CFFP
135
Center for Financial Planning
Michigan
$74.4M +$1M +13,801 +1%
LMIM
136
Lockheed Martin Investment Management
Maryland
$73.6M – – –
CL
137
Choreo LLC
Illinois
$73.6M +$16.3M +223,673 +28%
VWM
138
Venturi Wealth Management
Texas
$72.8M +$2.99M +41,227 +4%
JCM
139
Janney Capital Management
Pennsylvania
$70.4M -$2.48M -34,135 -3%
AWA
140
Aaron Wealth Advisors
Illinois
$70.1M +$1.7M +23,471 +2%
ECG
141
Edge Capital Group
Georgia
$69.7M +$410K +5,649 +0.6%
SFI
142
SPC Financial Inc
Maryland
$65.5M +$833K +11,474 +1%
JPC
143
Jabodon PT Co
Nevada
$64.2M – – –
MIM
144
Monashee Investment Management
Massachusetts
$63.5M +$10M +138,300 +19%
FFA
145
First Foundation Advisors
California
$62.8M +$7.79M +107,205 +14%
Pathstone Holdings
146
Pathstone Holdings
New Jersey
$62.7M +$9.19M +126,470 +17%
RCAG
147
Rehmann Capital Advisory Group
Michigan
$62.7M -$6.9M -95,066 -10%
FTUS
148
Flow Traders U.S.
New York
$62.6M +$62.6M +861,720 New
WANY
149
Wealthspire Advisors (New York)
New York
$62.4M -$1.42M -19,480 -2%
NA
150
NewEdge Advisors
Louisiana
$62M +$6.71M +92,441 +12%
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6
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