We are live on ! Find out more
IEFA icon

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
CWM
1526
Compass Wealth Management
Connecticut
$258K – – –
HFS
1527
Hoge Financial Services
Pennsylvania
$258K – – –
BPWM
1528
Badgley Phelps Wealth Managers
Washington
$257K +$23.1K +324 +10%
CNB
1529
Camden National Bank
Maine
$257K +$13.3K +187 +6%
OBWG
1530
Onyx Bridge Wealth Group
New York
$257K -$18.7K -263 -7%
LWL
1531
Leo Wealth LLC
Texas
$256K – – –
DDC
1532
DF Dent & Co
Maryland
$255K – – –
HB
1533
HTLF Bank
Colorado
$253K +$243K +3,415 New
S
1534
Sunpointe
Missouri
$253K +$28.4K +399 +13%
PSA
1535
Plum Street Advisors
Louisiana
$253K +$231K +3,243 New
FA
1536
Fortis Advisors
Pennsylvania
$252K +$242K +3,397 New
VWWMG
1537
Vermillion & White Wealth Management Group
Pennsylvania
$252K – – –
ETIA
1538
Epic Trust Investment Advisors
Washington
$251K -$88.8K -1,248 -27%
EWM
1539
Elmwood Wealth Management
California
$250K +$240K +3,374 New
RIS
1540
Retirement Income Solutions
Michigan
$249K – – –
GL
1541
Gerber LLC
Ohio
$249K – – –
PFG
1542
Pinnacle Financial Group
Illinois
$249K – – –
GAM
1543
Gemmer Asset Management
California
$248K – – –
VA
1544
Vident Advisory
Georgia
$248K +$22K +309 +10%
VCM
1545
Versant Capital Management
Arizona
$248K – – –
SCA
1546
Stonebridge Capital Advisors
Minnesota
$247K +$16.3K +229 +7%
TL
1547
Tradewinds LLC
North Carolina
$247K +$237K +3,331 New
AWA
1548
Alta Wealth Advisors
Massachusetts
$247K -$1.99K -28 -0.8%
CSB
1549
City State Bank
Iowa
$247K – – –
XF
1550
XML Financial
Maryland
$247K -$32.7K -459 -12%
60 61
62
63 64

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.