IEFA icon

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 %
RGC
1526
Roberts, Glore & Co
Illinois
$299K – – –
FMII
1527
Farmers & Merchants Investments Inc
Nebraska
$298K +$157K +2,006 +111%
SGK
1528
Steigerwald Gordon & Koch
Virginia
$298K +$298K +3,817 New
GWANC
1529
Guardian Wealth Advisors (North Carolina)
North Carolina
$297K -$3.75K -48 -1%
CCWM
1530
Cassaday & Co Wealth Management
Virginia
$296K -$94.8K -1,215 -24%
PMFA
1531
Plante Moran Financial Advisors
Michigan
$294K -$13.6K -174 -4%
TCWM
1532
Total Clarity Wealth Management
Illinois
$293K -$624 -8 -0.2%
SCM
1533
Seascape Capital Management
New Hampshire
$293K – – –
RPGK
1534
Retirement Planning Group (Kansas)
Kansas
$289K – – –
GPW
1535
Gray Private Wealth
Massachusetts
$288K – – –
PCS
1536
Personal CFO Solutions
New Jersey
$287K +$287K +3,682 New
LSIA
1537
LaSalle St. Investment Advisors
Illinois
$286K +$50.6K +650 +21%
LWL
1538
Leo Wealth LLC
Texas
$286K – – –
APWA
1539
Atlas Private Wealth Advisors
New Jersey
$285K -$156 -2 -0.1%
KCFA
1540
Key Client Fiduciary Advisors
New Jersey
$283K – – –
SI
1541
Seeds Investor
New York
$283K +$283K +3,630 New
TWM
1542
TCFG Wealth Management
California
$283K +$283K +3,620 New
TWM
1543
Thrive Wealth Management
Pennsylvania
$282K – – –
TCOTS
1544
Trust Company of the South
North Carolina
$282K +$32.9K +422 +13%
MFG
1545
Mosaic Financial Group
Illinois
$282K -$54.6K -700 -16%
AAM
1546
Aureus Asset Management
Massachusetts
$282K – – –
VA
1547
Vident Advisory
Georgia
$279K +$33.1K +424 +13%
TNB
1548
Thomasville National Bank
Georgia
$279K -$156K -2,000 -36%
FAM
1549
Formidable Asset Management
Ohio
$277K -$200K -2,562 -42%
AWA
1550
Alta Wealth Advisors
Massachusetts
$275K -$12.1K -155 -4%
60 61
62
63 64