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iShares Core MSCI EAFE ETF
IEFA

1,809 hedge funds and large institutions have $98.8B invested in iShares Core MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 863 increasing their positions, 616 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 68

40% more repeat investments, than reductions

Existing positions increased: 863 | Existing positions reduced: 616

1% more funds holding

Funds holding: 1,785 → 1,809 (+24)

3% less capital invested

Capital invested by funds: $102B → $98.8B (-$3.44B)

3% less funds holding in top 10

Funds holding in top 10: 345 → 334 (-11)

3.91% less ownership

Funds ownership: 88.58% → 84.67% (-3.9%)

74% less call options, than puts

Call options by funds: $9.95M | Put options by funds: $38.8M

Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
26.13%
Holding in Top 10
334
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.19%
% of All Funds
4.82%
New
120
Increased
863
Reduced
616
Closed
68
Calls
$9.95M
Puts
$38.8M
Net Calls
-$28.8M
Net Calls Change
-$39.5M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.05B
2
Morgan Stanley
Morgan Stanley
New York
+$711M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$405M
4
Wells Fargo
Wells Fargo
California
+$228M
5
OMC
Old Mission Capital
Illinois
+$199M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$4.03B
2
CPCM
Cornerstone Partners Capital Management
Virginia
-$317M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$301M
4
BlackRock
BlackRock
New York
-$276M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$226M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1626
HighMark Wealth Management
Minnesota
$213K -$11.3K -154 -5%
ACM
1627
AlphaStar Capital Management
North Carolina
$213K +$216K +2,932 New
CSIC
1628
Clifford Swan Investment Counsel
California
$210K -$4.78K -65 -2%
TAM
1629
Titleist Asset Management
Texas
$209K +$10.9K +148 +5%
TLA
1630
Tanglewood Legacy Advisors
Texas
$208K – – –
AB
1631
Atlas Brown
Kentucky
$207K +$210K +2,853 New
FAG
1632
Fortitude Advisory Group
Washington
$207K – – –
HAC
1633
Harbor Advisory Corp
New Hampshire
$207K – – –
WFL
1634
Wealth Forward LLC
North Dakota
$205K – – –
IWP
1635
Innova Wealth Partners
Pennsylvania
$205K +$207K +2,817 New
CKAIS
1636
Christensen King & Associates Investment Services
Washington
$203K +$74 +1 +0%
4WM
1637
49 Wealth Management
Texas
$203K +$205K +2,787 New
KFP
1638
Keener Financial Planning
Texas
$202K -$115K -1,568 -36%
WFO
1639
Wealthgate Family Office
Colorado
$202K – – –
AWC
1640
Adamsbrown Wealth Consultants
Kansas
$201K +$204K +2,769 New
PFA
1641
Pathway Financial Advisors
Vermont
$201K +$204K +2,766 New
AWM
1642
Activest Wealth Management
Florida
$197K +$199K +2,711 New
RIL
1643
Rothschild Investment LLC
Illinois
$197K – – –
SA
1644
Scarborough Advisors
Maryland
$196K +$3.02K +41 +2%
DJSG
1645
D.J. St. Germain
Massachusetts
$195K +$21.5K +292 +12%
FFA
1646
Frazier Financial Advisors
Ohio
$192K +$3.53K +48 +2%
SWM
1647
Sanctuary Wealth Management
Idaho
$186K – – –
MWM
1648
Mascoma Wealth Management
New Hampshire
$179K – – –
AAG
1649
Armstrong Advisory Group
Massachusetts
$179K +$74 +1 +0%
AAP
1650
Arax Advisory Partners
Colorado
$174K +$52.7K +716 +42%
64 65
66
67 68

IEFA Hedge Fund Activity: Q2 2024 in Review

1,809 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q2 2024, worth a combined $98.8B — down 3.4% from $102B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new IEFA positions and 68 closed out — a net gain of 52 holders — while 863 added to existing stakes and 616 trimmed.

The largest buyer was Jane Street, adding an estimated $1.05B. The largest seller was UBS AM, cutting an estimated $4.03B.

  • 1,809 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q2 2024, up from 1,785 in Q1 2024.
  • Funds reported $98.8B of iShares Core MSCI EAFE ETF stock for Q2 2024, down 3.4% quarter-over-quarter.
  • 120 funds opened new iShares Core MSCI EAFE ETF positions in Q2 2024 and 68 closed out, a net change of +52 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q2 2024 was Jane Street, an estimated $1.05B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q2 2024 was UBS AM, an estimated $4.03B sold.

Based on aggregated 13F filings for Q2 2024.