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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 %
GAM
1576
Gemmer Asset Management
California
$259K -$2.03K -26 -0.8%
CSB
1577
City State Bank
Iowa
$259K – – –
AF
1578
Amara Financial
California
$257K +$257K +3,297 New
HWMO
1579
Heritage Wealth Management (Ohio)
Ohio
$257K -$289K -3,704 -53%
FFM
1580
Forum Financial Management
Illinois
$256K -$41.1K -527 -14%
ZIG
1581
Zullo Investment Group
Pennsylvania
$255K -$1.64K -21 -0.6%
PSA
1582
Plum Street Advisors
Louisiana
$253K +$253K +3,243 New
CPCM
1583
Cardinal Point Capital Management
Ontario, Canada
$252K – – –
AT
1584
American Trust
Kentucky
$252K +$1.41K +18 +0.6%
DA
1585
Detalus Advisors
Missouri
$250K -$1.33K -17 -0.5%
CCWM
1586
Correct Capital Wealth Management
Missouri
$248K – – –
LWCFA
1587
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247K – – –
CCG
1588
Catalina Capital Group
California
$246K -$1.95K -25 -0.8%
BFG
1589
Baron Financial Group
New Jersey
$245K +$390 +5 +0.2%
BA
1590
Bellwether Advisors
Nebraska
$245K -$781 -10 -0.3%
PWMG
1591
Private Wealth Management Group
New Jersey
$245K – – –
GCP
1592
Gill Capital Partners
Colorado
$245K – – –
EB
1593
Emprise Bank
Kansas
$244K – – –
RCP
1594
Rothschild Capital Partners
New York
$244K – – –
LIA
1595
Lynx Investment Advisory
District of Columbia
$244K – – –
MCP
1596
Mirador Capital Partners
California
$244K – – –
CAWM
1597
Capital Advisors Wealth Management
Washington
$244K -$3.9K -50 -2%
MSAM
1598
Moloney Securities Asset Management
Missouri
$243K +$8.04K +103 +3%
KWM
1599
Keebeck Wealth Management
Illinois
$242K -$75.8K -971 -24%
HB
1600
HTLF Bank
Colorado
$242K -$11.2K -143 -4%
62 63
64
65 66