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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 %
RFA
1501
Register Financial Advisors
Georgia
$321K – – –
OAS
1502
Optivise Advisory Services
Tennessee
$321K +$8.9K +114 +3%
BFA
1503
Bragg Financial Advisors
North Carolina
$320K – – –
EFG
1504
Embree Financial Group
Illinois
$319K -$7.57K -97 -2%
TPA
1505
Trivium Point Advisory
Connecticut
$318K -$2.38K -33 -0.7%
FI
1506
Financial Insights
Washington
$318K -$1.91M -24,433 -86%
PWM
1507
PBMares Wealth Management
Virginia
$317K +$16.1K +206 +5%
VWA
1508
VERITY Wealth Advisors
United States
$316K – – –
MC
1509
Moors & Cabot
Massachusetts
$314K -$407K -5,220 -56%
CIC
1510
Carnegie Investment Counsel
Ohio
$314K -$3.67K -47 -1%
HP
1511
Hyperion Partners
Pennsylvania
$313K +$31.9K +409 +11%
NPT
1512
Nixon Peabody Trust
Massachusetts
$312K – – –
NHC
1513
Nicholas Hoffman & Company
Georgia
$312K – – –
G
1514
GenTrust
Florida
$311K +$55.3K +709 +22%
AIM
1515
Anchor Investment Management
South Carolina
$309K – – –
EAM
1516
Everstar Asset Management
North Carolina
$308K +$308K +3,952 New
WPC
1517
White Pine Capital
Minnesota
$308K -$14.8K -190 -5%
JPWM
1518
Jamison Private Wealth Management
Georgia
$306K – – –
LWMNY
1519
Landmark Wealth Management (New York)
New York
$306K -$4.38K -56 -1%
BRIA
1520
Balanced Rock Investment Advisors
Massachusetts
$305K +$11.7K +150 +4%
CD
1521
Chapin Davis
Maryland
$304K -$77.7K -996 -20%
VT
1522
Vise Technologies
New York
$303K +$303K +3,878 New
AWA
1523
Amplius Wealth Advisors
Pennsylvania
$302K -$86.4K -1,107 -22%
BAMG
1524
Brand Asset Management Group
Missouri
$301K – – –
RFP
1525
Root Financial Partners
California
$300K -$119K -1,526 -28%
59 60
61
62 63