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iShares Core MSCI EAFE ETF
IEFA

1,786 hedge funds and large institutions have $102B invested in iShares Core MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 770 increasing their positions, 657 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $3.68M

95% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 66

17% more repeat investments, than reductions

Existing positions increased: 770 | Existing positions reduced: 657

2% more funds holding

Funds holding: 1,744 → 1,786 (+42)

1% more funds holding in top 10

Funds holding in top 10: 340 → 345 (+5)

4% more capital invested

Capital invested by funds: $98B → $102B (+$4.26B)

3.21% less ownership

Funds ownership: 91.8% → 88.59% (-3.2%)

Holders
1,786
Holders Change
+42
Holders Change %
+2.41%
% of All Funds
25.72%
Holding in Top 10
345
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.47%
% of All Funds
4.97%
New
129
Increased
770
Reduced
657
Closed
66
Calls
$14.4M
Puts
$3.68M
Net Calls
+$10.7M
Net Calls Change
+$2.71M

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$4.07B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$349M
3
Bank of America
Bank of America
North Carolina
+$282M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$215M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$209M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.15B
2
Goldman Sachs
Goldman Sachs
New York
-$476M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$232M
4
Osaic Holdings
Osaic Holdings
Arizona
-$210M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$151M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1801
Tranquilli Financial Advisor
New Jersey
– -$625K -8,891 Closed
WWM
1802
Waterway Wealth Management
Texas
– -$553K -7,867 Closed
LC
1803
Lavaca Capital
Texas
– -$544K -7,734 Closed
SWM
1804
Scissortail Wealth Management
Oklahoma
– -$487K -6,923 Closed
Wolverine Trading
1805
Wolverine Trading
Illinois
– -$469K -6,666 Closed
UF
1806
Univest Financial
Pennsylvania
– -$464K -6,599 Closed
WCM
1807
Windham Capital Management
Massachusetts
– -$428K -6,083 Closed
KV
1808
Kickstand Ventures
New York
– -$418K -5,946 Closed
CW
1809
Connectus Wealth
Ohio
– -$388K -5,520 Closed
CIM
1810
Confluence Investment Management
Missouri
– -$379K -5,386 Closed
PCP
1811
Proficio Capital Partners
Massachusetts
– -$365K -5,185 Closed
FNBOO
1812
First National Bank of Omaha
Nebraska
– -$309K -4,389 Closed
RCM
1813
Raleigh Capital Management
North Carolina
– -$293K -4,169 Closed
SWM
1814
SFG Wealth Management
Maryland
– -$285K -4,057 Closed
EP
1815
Eudaimonia Partners
Tennessee
– -$283K -4,026 Closed
LCM
1816
Logan Capital Management
Pennsylvania
– -$282K -4,009 Closed
GKWIM
1817
Gerber Kawasaki Wealth & Investment Management
California
– -$271K -3,847 Closed
RMDI
1818
R.M. Davis Inc
Maine
– -$266K -3,779 Closed
CCMG
1819
Clark Capital Management Group
Pennsylvania
– -$264K -3,751 Closed
FWA
1820
FSM Wealth Advisors
Ohio
– -$263K -3,740 Closed
HCA
1821
Horan Capital Advisors
Ohio
– -$263K -3,737 Closed
APWA
1822
Atlas Private Wealth Advisors
New Jersey
– -$258K -3,670 Closed
TWP
1823
Tyche Wealth Partners
Texas
– -$257K -3,660 Closed
AFA
1824
Arlington Financial Advisors
California
– -$250K -3,556 Closed
PPWP
1825
Premier Path Wealth Partners
New Jersey
– -$236K -3,519 Closed
71 72
73
74 75

IEFA Hedge Fund Activity: Q1 2024 in Review

1,786 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q1 2024, worth a combined $102B — up 4.4% from $98B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new IEFA positions and 66 closed out — a net gain of 63 holders — while 770 added to existing stakes and 657 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $4.07B. The largest seller was Morgan Stanley, cutting an estimated $6.15B.

  • 1,786 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q1 2024, up from 1,744 in Q4 2023.
  • Funds reported $102B of iShares Core MSCI EAFE ETF stock for Q1 2024, up 4.4% quarter-over-quarter.
  • 129 funds opened new iShares Core MSCI EAFE ETF positions in Q1 2024 and 66 closed out, a net change of +63 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q1 2024 was UBS AM, an estimated $4.07B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.15B sold.

Based on aggregated 13F filings for Q1 2024.