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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,796 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, 613 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,796
Holders Change
+19
Holders Change %
+1.07%
% of All Funds
26.12%
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
613
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 %
KFP
1626
Keener Financial Planning
Texas
$202K -$113K -1,568 -36%
WFO
1627
Wealthgate Family Office
Colorado
$202K – – –
AWC
1628
Adamsbrown Wealth Consultants
Kansas
$201K +$201K +2,769 New
PFA
1629
Pathway Financial Advisors
Vermont
$201K +$201K +2,766 New
AWM
1630
Activest Wealth Management
Florida
$197K +$197K +2,711 New
RIL
1631
Rothschild Investment LLC
Illinois
$197K – – –
SA
1632
Scarborough Advisors
Maryland
$196K +$2.98K +41 +2%
DJSG
1633
D.J. St. Germain
Massachusetts
$195K +$21.2K +292 +12%
FFA
1634
Frazier Financial Advisors
Ohio
$192K +$3.49K +48 +2%
SWM
1635
Sanctuary Wealth Management
Idaho
$186K – – –
MWM
1636
Mascoma Wealth Management
New Hampshire
$179K – – –
AAG
1637
Armstrong Advisory Group
Massachusetts
$179K +$73 +1 +0%
AAP
1638
Arax Advisory Partners
Colorado
$174K +$52K +716 +42%
TH
1639
TCTC Holdings
Texas
$173K +$218 +3 +0.1%
PA
1640
PSI Advisors
Florida
$173K – – –
CT
1641
Clearstead Trust
Maine
$169K – – –
RCM
1642
Richardson Capital Management
Wisconsin
$168K -$9.3K -128 -5%
IGWM
1643
ICA Group Wealth Management
Colorado
$166K -$1.44M -19,841 -90%
CAS
1644
Coppell Advisory Solutions
Texas
$163K +$163K +2,245 New
ATS
1645
Ashton Thomas Securities
New York
$161K +$161K +2,185 New
OFG
1646
Oxford Financial Group
Indiana
$160K – – –
EWM
1647
Evermay Wealth Management
Virginia
$157K +$30.7K +423 +24%
HGERS
1648
Householder Group Estate & Retirement Specialist
Arizona
$154K +$1.09K +15 +0.7%
AP
1649
Atwood & Palmer
Missouri
$151K – – –
BWL
1650
Bogart Wealth LLC
Virginia
$149K -$12.6K -174 -8%
64 65
66
67 68