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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,797 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, 614 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,797
Holders Change
+19
Holders Change %
+1.07%
% of All Funds
26.13%
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
614
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
+$1.04B
2
Morgan Stanley
Morgan Stanley
New York
+$702M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$400M
4
Wells Fargo
Wells Fargo
California
+$225M
5
OMC
Old Mission Capital
Illinois
+$196M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$3.98B
2
CPCM
Cornerstone Partners Capital Management
Virginia
-$313M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$297M
4
BlackRock
BlackRock
New York
-$272M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMNY
1501
Landmark Wealth Management (New York)
New York
$288K +$1.96K +27 +0.7%
AIM
1502
Anchor Investment Management
South Carolina
$288K – – –
CC
1503
Cypress Capital
Tennessee
$288K +$288K +3,964 New
HAS
1504
HBW Advisory Services
California
$287K +$49.6K +683 +21%
PMFA
1505
Plante Moran Financial Advisors
Michigan
$286K -$32.9K -453 -10%
SCA
1506
Stonebridge Capital Advisors
Minnesota
$285K +$43.2K +595 +18%
JPWM
1507
Jamison Private Wealth Management
Georgia
$285K – – –
Legacy Financial Group (Iowa)
1508
Legacy Financial Group (Iowa)
Iowa
$281K +$281K +3,872 New
TWM
1509
Trueblood Wealth Management
Ohio
$281K +$10.5K +144 +4%
BFA
1510
Beaumont Financial Advisors
Massachusetts
$281K +$56K +771 +25%
BAMG
1511
Brand Asset Management Group
Missouri
$280K -$73.1K -1,006 -21%
GWANC
1512
Guardian Wealth Advisors (North Carolina)
North Carolina
$280K -$52.2K -718 -16%
PWM
1513
PBMares Wealth Management
Virginia
$280K +$944 +13 +0.3%
RGC
1514
Roberts, Glore & Co
Illinois
$279K -$15.3K -210 -5%
FA
1515
Fortis Advisors
Pennsylvania
$277K +$30.1K +415 +12%
FFM
1516
Forum Financial Management
Illinois
$276K +$22K +303 +9%
HBW
1517
Hazlett, Burt & Watson
West Virginia
$276K -$950 -13 -0.3%
TCWM
1518
Total Clarity Wealth Management
Illinois
$273K +$1.53K +21 +0.6%
BRIA
1519
Balanced Rock Investment Advisors
Massachusetts
$273K – – –
TCMP
1520
Thrive Capital Management (Pennsylvania)
Pennsylvania
$273K +$273K +3,752 New
SCM
1521
Seascape Capital Management
New Hampshire
$272K – – –
SPC
1522
Spirepoint Private Client
Florida
$271K -$36.3K -500 -12%
RPGK
1523
Retirement Planning Group (Kansas)
Kansas
$269K +$363 +5 +0.1%
GPW
1524
Gray Private Wealth
Massachusetts
$268K -$11K -152 -4%
AWA
1525
Alta Wealth Advisors
Massachusetts
$267K +$25.6K +353 +11%
59 60
61
62 63