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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,797 hedge funds and large institutions have $98.7B invested in iShares Core MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 856 increasing their positions, 614 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,797
Holders Change
+19
Holders Change %
+1.07%
% of All Funds
26.13%
Holding in Top 10
332
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.21%
% of All Funds
4.83%
New
117
Increased
856
Reduced
614
Closed
68
Calls
$9.95M
Puts
$38.8M
Net Calls
-$28.8M
Net Calls Change
-$39.5M

Top Buyers

1
Jane Street
Jane Street
New York
+$1.04B
2
Morgan Stanley
Morgan Stanley
New York
+$702M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$400M
4
Wells Fargo
Wells Fargo
California
+$225M
5
OMC
Old Mission Capital
Illinois
+$196M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$3.98B
2
CPCM
Cornerstone Partners Capital Management
Virginia
-$313M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$297M
4
BlackRock
BlackRock
New York
-$272M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
NDSI
1601
Newman Dignan & Sheerar Inc
Rhode Island
$220K +$18.2K +250 +9%
LSIA
1602
LaSalle St. Investment Advisors
Illinois
$220K +$13K +179 +6%
SWM
1603
Sugarloaf Wealth Management
Georgia
$219K – – –
MSAM
1604
Moloney Securities Asset Management
Missouri
$219K +$219K +3,012 New
PO
1605
Private Ocean
California
$218K – – –
PMG
1606
ProVise Management Group
Florida
$217K -$6.03K -83 -3%
ETS
1607
ESL Trust Services
New York
$217K – – –
CAM
1608
Creekmur Asset Management
Illinois
$216K +$3.63K +50 +2%
WCM
1609
WealthBridge Capital Management
Ohio
$216K – – –
WP
1610
WMS Partners
Maryland
$216K -$5.45K -75 -2%
CSWM
1611
Cassady Schiller Wealth Management
Ohio
$216K – – –
BPWM
1612
Badgley Phelps Wealth Managers
Washington
$216K -$36.1K -497 -14%
TFG
1613
Taylor Financial Group
Virginia
$215K – – –
TPWA
1614
Twin Peaks Wealth Advisors
California
$214K -$42.7K -588 -17%
HWM
1615
HighMark Wealth Management
Minnesota
$213K -$11.2K -154 -5%
ACM
1616
AlphaStar Capital Management
North Carolina
$213K +$213K +2,932 New
CSIC
1617
Clifford Swan Investment Counsel
California
$210K -$4.72K -65 -2%
TAM
1618
Titleist Asset Management
Texas
$209K +$10.8K +148 +5%
TLA
1619
Tanglewood Legacy Advisors
Texas
$208K – – –
AB
1620
Atlas Brown
Kentucky
$207K +$207K +2,853 New
FAG
1621
Fortitude Advisory Group
Washington
$207K – – –
HAC
1622
Harbor Advisory Corp
New Hampshire
$207K – – –
WFL
1623
Wealth Forward LLC
North Dakota
$205K – – –
IWP
1624
Innova Wealth Partners
Pennsylvania
$205K +$205K +2,817 New
CKAIS
1625
Christensen King & Associates Investment Services
Washington
$203K +$73 +1 +0%
63 64
65
66 67