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iShares Core MSCI EAFE ETF
IEFA

1,853 hedge funds and large institutions have $106B invested in iShares Core MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 790 increasing their positions, 639 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $4.06M

97% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 72

24% more repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 639

8% more capital invested

Capital invested by funds: $98.8B → $106B (+$7.7B)

2% more funds holding

Funds holding: 1,809 → 1,853 (+44)

0.27% less ownership

Funds ownership: 84.67% → 84.4% (-0.27%)

1% less funds holding in top 10

Funds holding in top 10: 334 → 331 (-3)

Holders
1,853
Holders Change
+44
Holders Change %
+2.43%
% of All Funds
26.61%
Holding in Top 10
331
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.9%
% of All Funds
4.75%
New
142
Increased
790
Reduced
639
Closed
72
Calls
$12.4M
Puts
$4.06M
Net Calls
+$8.33M
Net Calls Change
+$37.1M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$754M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$219M
3
SP
Stairway Partners
Illinois
+$211M
4
Prudential Financial
Prudential Financial
New Jersey
+$194M
5
Wells Fargo
Wells Fargo
California
+$173M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$918M
2
Goldman Sachs
Goldman Sachs
New York
-$372M
3
OMC
Old Mission Capital
Illinois
-$196M
4
AA
Alesco Advisors
New York
-$194M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$153M
Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
1676
White Lighthouse Investment Management
Massachusetts
$205K +$197K +2,631 New
LA
1677
Latitude Advisors
Florida
$205K +$197K +2,625 New
JC
1678
JB Capital
Connecticut
$205K +$196K +2,621 New
FI
1679
FWG Investments
Kentucky
$204K +$196K +2,620 New
LW
1680
Linscomb Wealth
Texas
$204K +$196K +2,614 New
GIM
1681
Goelzer Investment Management
Indiana
$204K -$109K -1,460 -36%
SA
1682
Scarborough Advisors
Maryland
$203K -$6.89K -92 -3%
OBWG
1683
Onyx Bridge Wealth Group
New York
$203K -$67.1K -897 -26%
Bank of Nova Scotia
1684
Bank of Nova Scotia
Ontario, Canada
$203K +$194K +2,597 New
LA
1685
Lifeworks Advisors
Michigan
$202K +$194K +2,589 New
BWA
1686
Boulder Wealth Advisors
Colorado
$201K +$193K +2,581 New
MWM
1687
Mascoma Wealth Management
New Hampshire
$200K +$7.63K +102 +4%
SWM
1688
Sanctuary Wealth Management
Idaho
$200K – – –
CSWM
1689
Cassady Schiller Wealth Management
Ohio
$199K -$31.7K -423 -14%
CB
1690
Centennial Bank
Arkansas
$192K -$77K -1,029 -29%
AAG
1691
Armstrong Advisory Group
Massachusetts
$192K – – –
BWL
1692
Bogart Wealth LLC
Virginia
$189K +$28.1K +376 +18%
AAP
1693
Arax Advisory Partners
Colorado
$188K +$674 +9 +0.4%
TCG
1694
Transcendent Capital Group
Oklahoma
$184K +$27.9K +373 +19%
CT
1695
Clearstead Trust
Maine
$182K – – –
RCM
1696
Richardson Capital Management
Wisconsin
$181K – – –
OFG
1697
Oxford Financial Group
Indiana
$172K – – –
EWM
1698
Evermay Wealth Management
Virginia
$169K – – –
HGERS
1699
Householder Group Estate & Retirement Specialist
Arizona
$165K -$524 -7 -0.3%
AP
1700
Atwood & Palmer
Missouri
$162K – – –
66 67
68
69 70

IEFA Hedge Fund Activity: Q3 2024 in Review

1,853 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2024, worth a combined $106B — up 7.8% from $98.8B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new IEFA positions and 72 closed out — a net gain of 70 holders — while 790 added to existing stakes and 639 trimmed.

The largest buyer was Bank of America, adding an estimated $754M. The largest seller was Jane Street, cutting an estimated $918M.

  • 1,853 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2024, up from 1,809 in Q2 2024.
  • Funds reported $106B of iShares Core MSCI EAFE ETF stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 142 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2024 and 72 closed out, a net change of +70 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2024 was Bank of America, an estimated $754M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2024 was Jane Street, an estimated $918M sold.

Based on aggregated 13F filings for Q3 2024.