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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 %
MCWS
151
McKinley Carter Wealth Services
West Virginia
$65.6M +$1.57M +20,170 +2%
AGA
152
Arkos Global Advisors
Texas
$64.3M +$1.56M +20,040 +2%
Pathstone Holdings
153
Pathstone Holdings
New Jersey
$62.9M -$4.54M -58,120 -7%
B
154
Bailard
California
$62.8M -$406K -5,204 -0.6%
IB
155
Intrust Bank
Kansas
$62.6M +$1.41M +18,087 +2%
GLLW
156
Graves Light Lenhart Wealth
Virginia
$62.1M -$3.49M -44,708 -5%
OWM
157
Olympus Wealth Management
Utah
$62.1M -$224K -2,866 -0.4%
Kovitz Investment Group Partners
158
Kovitz Investment Group Partners
Illinois
$62M +$58.2M +784,277 +1,530%
BSB
159
Bangor Savings Bank
Maine
$61.3M +$2.46M +31,507 +4%
FDP
160
Financiere des Professionnels
Quebec, Canada
$61.3M -$3.27M -41,900 -5%
MAS
161
Meeder Advisory Services
Ohio
$61.2M +$4.83M +61,892 +9%
TCBWMS
162
Texas Capital Bank Wealth Management Services
Texas
$60.9M +$492K +6,301 +0.8%
CW
163
Cabot-Wellington
Massachusetts
$60.7M -$809K -10,362 -1%
CFO
164
Callan Family Office
Pennsylvania
$60.2M +$3.65M +46,800 +6%
OIA
165
OneDigital Investment Advisors
Kansas
$60M +$860K +11,017 +1%
ANTB
166
AMG National Trust Bank
Colorado
$58.8M -$2.63M -33,756 -4%
NYLIM
167
New York Life Investment Management
New York
$58.4M -$7.58M -97,173 -11%
CA
168
Clearstead Advisors
Ohio
$56.6M -$608K -7,793 -1%
DMIC
169
Dixon Mitchell Investment Counsel
British Columbia, Canada
$56.2M +$7.98M +102,185 +17%
DT
170
Diversified Trust
Tennessee
$56.2M -$5.55M -71,056 -9%
OWM
171
Orgel Wealth Management
Wisconsin
$55.6M +$364K +4,668 +0.7%
NMIMC
172
Northwestern Mutual Investment Management Company
Wisconsin
$55.5M -$111M -1,424,400 -67%
IWC
173
Integrated Wealth Concepts
Massachusetts
$54.5M +$1.73M +22,196 +3%
KAS
174
Kestra Advisory Services
Texas
$54.4M -$826K -10,586 -1%
GAM
175
Gotham Asset Management
New York
$54.4M +$1.24M +15,911 +2%
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