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iShares Core MSCI EAFE ETF
IEFA

1,809 hedge funds and large institutions have $98.8B invested in iShares Core MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 863 increasing their positions, 616 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 68

40% more repeat investments, than reductions

Existing positions increased: 863 | Existing positions reduced: 616

1% more funds holding

Funds holding: 1,785 → 1,809 (+24)

3% less capital invested

Capital invested by funds: $102B → $98.8B (-$3.44B)

3% less funds holding in top 10

Funds holding in top 10: 345 → 334 (-11)

3.91% less ownership

Funds ownership: 88.58% → 84.67% (-3.9%)

74% less call options, than puts

Call options by funds: $9.95M | Put options by funds: $38.8M

Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
26.13%
Holding in Top 10
334
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.19%
% of All Funds
4.82%
New
120
Increased
863
Reduced
616
Closed
68
Calls
$9.95M
Puts
$38.8M
Net Calls
-$28.8M
Net Calls Change
-$39.5M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.05B
2
Morgan Stanley
Morgan Stanley
New York
+$711M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$405M
4
Wells Fargo
Wells Fargo
California
+$228M
5
OMC
Old Mission Capital
Illinois
+$199M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$4.03B
2
CPCM
Cornerstone Partners Capital Management
Virginia
-$317M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$301M
4
BlackRock
BlackRock
New York
-$276M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$226M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1826
Hartline Investment Corp
Illinois
– -$1.78M -24,018 Closed
ODIJL
1827
One Day In July LLC
Vermont
– -$1.43M -19,266 Closed
CBFP
1828
Cedar Brook Financial Partners
Ohio
– -$1.42M -19,085 Closed
Squarepoint
1829
Squarepoint
New York
– -$1.33M -17,930 Closed
SAW
1830
Signal Advisors Wealth
Michigan
– -$856K -11,527 Closed
EF
1831
Empowered Funds
Pennsylvania
– -$770K -10,371 Closed
EP
1832
Edgestream Partners
New Jersey
– -$685K -9,229 Closed
TSS
1833
Two Sigma Securities
New York
– -$584K -7,872 Closed
EW
1834
Evoke Wealth
California
– -$575K -7,749 Closed
CP
1835
Coho Partners
Pennsylvania
– -$547K -7,364 Closed
ACM
1836
Ategra Capital Management
Virginia
– -$483K -6,512 Closed
CSIA
1837
Charles Schwab Investment Advisory
California
– -$397K -5,356 Closed
PGF
1838
Plan Group Financial
Oklahoma
– -$372K -5,018 Closed
PA
1839
PFW Advisors
Georgia
– -$367K -4,950 Closed
NSB
1840
Norway Savings Bank
Maine
– -$345K -4,651 Closed
PPP
1841
Private Portfolio Partners
New Jersey
– -$335K -4,511 Closed
GS
1842
GTS Securities
New York
– -$331K -4,457 Closed
CAP
1843
Columbia Advisory Partners
Washington
– -$329K -4,432 Closed
EC
1844
Estate Counselors
Wisconsin
– -$327K -4,410 Closed
AOWM
1845
Alpha Omega Wealth Management
Virginia
– -$312K -4,198 Closed
AA
1846
Advisory Alpha
Michigan
– -$288K -3,880 Closed
BAM
1847
BOS Asset Management
Illinois
– -$268K -3,617 Closed
ISL
1848
Ingalls & Snyder LLC
New York
– -$268K -3,609 Closed
ERWM
1849
Elk River Wealth Management
Colorado
– -$264K -3,553 Closed
RIS
1850
Retirement Income Solutions
Michigan
– -$249K -3,361 Closed
72 73
74
75 76

IEFA Hedge Fund Activity: Q2 2024 in Review

1,809 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q2 2024, worth a combined $98.8B — down 3.4% from $102B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new IEFA positions and 68 closed out — a net gain of 52 holders — while 863 added to existing stakes and 616 trimmed.

The largest buyer was Jane Street, adding an estimated $1.05B. The largest seller was UBS AM, cutting an estimated $4.03B.

  • 1,809 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q2 2024, up from 1,785 in Q1 2024.
  • Funds reported $98.8B of iShares Core MSCI EAFE ETF stock for Q2 2024, down 3.4% quarter-over-quarter.
  • 120 funds opened new iShares Core MSCI EAFE ETF positions in Q2 2024 and 68 closed out, a net change of +52 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q2 2024 was Jane Street, an estimated $1.05B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q2 2024 was UBS AM, an estimated $4.03B sold.

Based on aggregated 13F filings for Q2 2024.