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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
HF
1876
HRT Financial
New York
– -$656K -9,041 Closed
AF
1877
Apexium Financial
Texas
– -$656K -9,033 Closed
MWM
1878
Maripau Wealth Management
Indiana
– -$633K -8,712 Closed
ACA
1879
Ackerman Capital Advisors
Texas
– -$494K -6,801 Closed
Millennium Management
1880
Millennium Management
New York
– -$464K -6,388 Closed
MLA
1881
My Legacy Advisors
Oregon
– -$432K -5,943 Closed
SIAS
1882
Summit Investment Advisory Services
Minnesota
– -$370K -5,087 Closed
MGP
1883
Metis Global Partners
California
– -$359K -4,946 Closed
EFN
1884
Equita Financial Network
Pennsylvania
– -$330K -4,541 Closed
CWP
1885
Curated Wealth Partners
California
– -$312K -4,294 Closed
PSP
1886
Principal Street Partners
Tennessee
– -$309K -4,255 Closed
HCM
1887
Howland Capital Management
Massachusetts
– -$292K -4,014 Closed
TWP
1888
Tempus Wealth Planning
California
– -$289K -3,980 Closed
SFB
1889
STAR Financial Bank
Indiana
– -$289K -3,973 Closed
CC
1890
Cypress Capital
Tennessee
– -$288K -3,964 Closed
Legacy Financial Group (Iowa)
1891
Legacy Financial Group (Iowa)
Iowa
– -$281K -3,872 Closed
TCMP
1892
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$273K -3,752 Closed
HFS
1893
Hoge Financial Services
Pennsylvania
– -$257K -3,538 Closed
SFS
1894
Stiles Financial Services
Minnesota
– -$243K -3,339 Closed
SSWM
1895
Sheets Smith Wealth Management
North Carolina
– -$240K -3,302 Closed
WWG
1896
West Wealth Group
California
– -$238K -3,271 Closed
LS
1897
Leelyn Smith
Illinois
– -$235K -3,230 Closed
NOI
1898
Newton One Investments
Delaware
– -$231K -3,176 Closed
GWM
1899
Gitterman Wealth Management
New Jersey
– -$227K -3,132 Closed
VAS
1900
Vestmark Advisory Solutions
Massachusetts
– -$227K -3,123 Closed
74 75
76
77 78

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.