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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 %
MWM
1676
Mascoma Wealth Management
New Hampshire
$200K +$7.96K +102 +4%
SWM
1677
Sanctuary Wealth Management
Idaho
$200K – – –
CSWM
1678
Cassady Schiller Wealth Management
Ohio
$199K -$33K -423 -14%
CB
1679
Centennial Bank
Arkansas
$192K -$80.3K -1,029 -29%
AAG
1680
Armstrong Advisory Group
Massachusetts
$192K – – –
BWL
1681
Bogart Wealth LLC
Virginia
$189K +$29.3K +376 +18%
AAP
1682
Arax Advisory Partners
Colorado
$188K +$702 +9 +0.4%
TCG
1683
Transcendent Capital Group
Oklahoma
$184K +$29.1K +373 +19%
CT
1684
Clearstead Trust
Maine
$182K – – –
RCM
1685
Richardson Capital Management
Wisconsin
$181K – – –
OFG
1686
Oxford Financial Group
Indiana
$172K – – –
EWM
1687
Evermay Wealth Management
Virginia
$169K – – –
HGERS
1688
Householder Group Estate & Retirement Specialist
Arizona
$165K -$545 -7 -0.3%
AP
1689
Atwood & Palmer
Missouri
$162K – – –
AWM
1690
Avondale Wealth Management
Texas
$156K – – –
PA
1691
Pineridge Advisors
Missouri
$154K -$781 -10 -0.5%
PP
1692
Pacifica Partners
Canada
$153K – – –
M
1693
MOTCO
Texas
$151K – – –
TCM
1694
Tradewinds Capital Management
Washington
$145K +$22K +282 +18%
PA
1695
PSI Advisors
Florida
$144K -$41.2K -528 -22%
OIA
1696
Optimum Investment Advisors
Illinois
$141K -$1.33K -17 -0.9%
ITIM
1697
Indiana Trust & Investment Management
Indiana
$140K – – –
AGWCA
1698
Annis Gardner Whiting Capital Advisors
Florida
$136K -$7.26K -93 -5%
PWM
1699
Provident Wealth Management
Tennessee
$135K – – –
SRCM
1700
Signature Resources Capital Management
California
$133K -$1.95K -25 -1%
66 67
68
69 70