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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
FFA
1551
Fortune Financial Advisors
Kansas
$244K +$234K +3,282 New
G
1552
GenTrust
Florida
$243K +$233K +3,273 New
IDA
1553
Intelligence Driven Advisers
California
$242K +$232K +3,260 New
WTB
1554
Washington Trust Bank
Washington
$238K +$229K +3,212 New
AUB
1555
Atlantic Union Bankshares
Virginia
$238K -$49.2K -691 -18%
BWM
1556
BlackDiamond Wealth Management
New York
$238K -$44.1K -619 -16%
TCOTS
1557
Trust Company of the South
North Carolina
$237K -$9.61K -135 -4%
DWAM
1558
Duncan Williams Asset Management
Tennessee
$236K +$227K +3,184 New
DA
1559
Detalus Advisors
Missouri
$236K -$20.1K -283 -8%
HWM
1560
HighMark Wealth Management
Minnesota
$236K -$10.5K -148 -5%
AT
1561
American Trust
Kentucky
$236K -$131K -1,834 -37%
CCWM
1562
Correct Capital Wealth Management
Missouri
$236K – – –
CAWM
1563
Capital Advisors Wealth Management
Washington
$235K -$35.6K -500 -14%
CBT
1564
Central Bank & Trust
Kentucky
$235K +$16.8K +236 +8%
LS
1565
Leelyn Smith
Illinois
$234K +$224K +3,151 New
BA
1566
Bellwether Advisors
Nebraska
$233K +$9.25K +130 +4%
EB
1567
Emprise Bank
Kansas
$232K +$223K +3,132 New
GWM
1568
Gitterman Wealth Management
New Jersey
$232K – – –
MCP
1569
Mirador Capital Partners
California
$232K – – –
NOI
1570
Newton One Investments
Delaware
$231K – – –
BFG
1571
Baron Financial Group
New Jersey
$231K – – –
HAS
1572
HBW Advisory Services
California
$230K – – –
ST
1573
Somerset Trust
Pennsylvania
$230K -$24K -337 -10%
BFA
1574
Beaumont Financial Advisors
Massachusetts
$230K +$220K +3,094 New
CCG
1575
Catalina Capital Group
California
$229K +$2.56K +36 +1%
61 62
63
64 65

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.